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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	Tiger Global Management New York	$5.65B	+$698M	16	29.92%	Increased
52	New York State Common Retirement Fund Albany, New York	$5.64B	-$20.7M	64	7.14%	Reduced
53	Principal Financial Group Des Moines, Iowa	$5.39B	+$8.79M	45	4.75%	Increased
54	Loomis, Sayles & Company Boston, Massachusetts	$5B	+$238K	11	9.61%	Increased
55	Credit Suisse Zurich, Switzerland	$4.88B	-$22M	66	4.11%	Reduced
56	Amundi Asset Management US Boston, Massachusetts	$4.75B	-$388M	34	7.09%	Reduced
57	D.E. Shaw & Co New York	$4.73B	-$373M	55	5.82%	Reduced
58	Magellan Asset Management Sydney, Australia	$4.73B	+$2.09B	3	13.6%	Increased
59	Temasek Holdings Singapore	$4.71B	$0	4	34.48%	Maintained
60	Allianz Asset Management Munich, Germany	$4.65B	-$819M	43	4.56%	Reduced
61	Bank of Montreal Toronto, Ontario, Canada	$4.61B	+$56.7M	78	3.99%	Increased
62	AQR Capital Management Greenwich, Connecticut	$4.37B	-$431M	36	5.15%	Reduced
63	State Farm Mutual Automobile Insurance Bloomington, Illinois	$4.37B	+$3.49M	4	5.4%	Increased
64	Barclays London, United Kingdom	$4.04B	-$990M	75	2.53%	Reduced
65	Primecap Management Pasadena, California	$3.93B	-$86M	6	3.15%	Reduced
66	Prudential Financial Newark, New Jersey	$3.93B	+$298M	41	6.19%	Increased
67	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$3.89B	+$13.9M	53	7.59%	Increased
68	APG Asset Management Amsterdam, Netherlands	$3.79B	-$105M	24	6.24%	Reduced
69	RhumbLine Advisers Boston, Massachusetts	$3.79B	+$75.6M	47	6.93%	Increased
70	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$3.75B	+$737M	34	7.73%	Increased
71	Viking Global Investors Stamford, Connecticut	$3.69B	+$322M	7	19.23%	Increased
72	Putnam Investments Boston, Massachusetts	$3.66B	+$215M	15	8.15%	Increased
73	Citigroup New York	$3.63B	+$669M	80	2.88%	Increased
74	Waddell & Reed Financial Overland Park, Kansas	$3.48B	-$54.8M	13	9%	Reduced
75	Lone Pine Capital Greenwich, Connecticut	$3.47B	+$632M	7	20.42%	Increased