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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	Temasek Holdings Singapore	$5.13B	-$245M	4	35.52%	Reduced
52	Tiger Global Management New York	$5.04B	+$14.7M	14	27.85%	Increased
53	Amundi Asset Management US Boston, Massachusetts	$5.04B	+$279M	35	7.09%	Increased
54	Teachers Advisors New York	$4.99B	+$136M	51	6.11%	Increased
55	Principal Financial Group Des Moines, Iowa	$4.99B	+$147M	36	4.64%	Increased
56	Bank of Montreal Toronto, Ontario, Canada	$4.87B	-$600M	67	4.17%	Reduced
57	Credit Suisse Zurich, Switzerland	$4.72B	-$72.4M	57	4.31%	Reduced
58	AQR Capital Management Greenwich, Connecticut	$4.57B	-$594M	40	4.85%	Reduced
59	California Public Employees Retirement System Sacramento, California	$4.49B	-$293M	61	5.53%	Reduced
60	Jane Street New York	$4.44B	+$3.73B	46	7.23%	Increased
61	D.E. Shaw & Co New York	$4.42B	+$294M	53	5.71%	Increased
62	Primecap Management Pasadena, California	$4.25B	-$99.8M	6	3.13%	Reduced
63	Barclays London, United Kingdom	$3.88B	+$244M	79	2.68%	Increased
64	APG Asset Management Amsterdam, Netherlands	$3.65B	-$428M	18	6.71%	Reduced
65	State Farm Mutual Automobile Insurance Bloomington, Illinois	$3.6B	+$198M	4	4.59%	Increased
66	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.59B	+$4.03M	44	7.34%	Increased
67	RhumbLine Advisers Boston, Massachusetts	$3.47B	+$118M	41	6.72%	Increased
68	Aberdeen Group Edinburgh, United Kingdom	$3.46B	-$6.39M	23	7.49%	Reduced
69	Waddell & Reed Financial Overland Park, Kansas	$3.45B	-$66.6M	13	8.54%	Reduced
70	Prudential Financial Newark, New Jersey	$3.35B	-$256M	39	5.54%	Reduced
71	Davis Selected Advisers Tucson, Arizona	$3.19B	-$28.5M	7	15.7%	Reduced
72	Eaton Vance Management Boston, Massachusetts	$3.16B	-$46.9M	17	7.26%	Reduced
73	Putnam Investments Boston, Massachusetts	$2.97B	+$45.8M	15	6.92%	Increased
74	Nordea Investment Management Stockholm, Sweden	$2.97B	-$313M	29	6.19%	Reduced
75	Neuberger Berman Group New York	$2.94B	-$9.01M	24	3.6%	Reduced