← All themes

E-Commerce

E-commerce moves retail from a shop to a screen, and drags with it the warehousing, delivery, and payment systems needed to make that work. Scale and delivery density decide who earns a profit.

240 stocks

Food Delivery Marketplaces

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Loomis, Sayles & Company Boston, Massachusetts	$4.48B	-$126M	16	10.56%	Reduced
52	AQR Capital Management Greenwich, Connecticut	$4.4B	-$769M	39	5.09%	Reduced
53	Temasek Holdings Singapore	$4.08B	-$429M	4	28.06%	Reduced
54	Teachers Advisors New York	$4.07B	-$259M	49	5.73%	Reduced
55	California Public Employees Retirement System Sacramento, California	$4.04B	-$80.4M	63	5.67%	Reduced
56	Principal Financial Group Des Moines, Iowa	$4.03B	-$303M	38	4.29%	Reduced
57	Amundi Asset Management US Boston, Massachusetts	$3.93B	+$488M	30	3.62%	Increased
58	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.88B	+$1.71B	44	1.54%	Increased
59	Credit Suisse Zurich, Switzerland	$3.87B	+$66M	54	4.03%	Increased
60	Tiger Global Management New York	$3.86B	-$1.41B	13	25.71%	Reduced
61	Primecap Management Pasadena, California	$3.4B	-$38.8M	6	2.76%	Reduced
62	Asset Management One Tokyo, Japan	$3.36B	-$10.4M	26	8%	Reduced
63	APG Asset Management Amsterdam, Netherlands	$3.3B	-$42.7M	19	6.7%	Reduced
64	D.E. Shaw & Co New York	$3.24B	+$172M	50	4.47%	Increased
65	Prudential Financial Newark, New Jersey	$3.06B	+$47.5M	35	5.36%	Increased
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.03B	+$34.8M	44	6.9%	Increased
67	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.01B	+$130M	4	4.28%	Increased
68	Barclays London, United Kingdom	$2.97B	-$430M	67	2.29%	Reduced
69	Waddell & Reed Financial Overland Park, Kansas	$2.85B	-$231M	15	8.09%	Reduced
70	RhumbLine Advisers Boston, Massachusetts	$2.83B	-$3.21M	41	6.15%	Reduced
71	Aberdeen Group Edinburgh, United Kingdom	$2.81B	-$172M	24	6.66%	Reduced
72	Citadel Advisors Miami, Florida	$2.8B	+$1.78B	73	1.53%	Increased
73	Eaton Vance Management Boston, Massachusetts	$2.7B	+$52.5M	15	7.03%	Increased
74	Caledonia Investments (Australia) Sydney NSW, Australia	$2.7B	+$25.1K	6	59.18%	Increased
75	Nordea Investment Management Stockholm, Sweden	$2.65B	-$156M	27	6.3%	Reduced