← 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	Bank of Montreal Toronto, Ontario, Canada	$10.5B	+$697M	87	6.93%	Increased
52	Fidelity International Hamilton, Bermuda	$9.86B	-$1.67B	34	12.14%	Reduced
53	New York State Common Retirement Fund Albany, New York	$9.71B	-$483M	73	10.83%	Reduced
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.39B	-$360M	67	8.67%	Reduced
55	Principal Financial Group Des Moines, Iowa	$9.29B	-$256M	54	6.88%	Reduced
56	SC US (TTGP) Menlo Park, California	$9.04B	+$8.3B	4	54.01%	Increased
57	Allianz Asset Management Munich, Germany	$8.65B	+$266M	38	8.54%	Increased
58	Susquehanna International Group Bala Cynwyd, Pennsylvania	$8.54B	+$1.19B	92	1.39%	Increased
59	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$8.24B	+$73.6M	58	11.53%	Increased
60	Citigroup New York	$8.18B	+$459M	92	4.83%	Increased
61	Caledonia Investments (Australia) Sydney NSW, Australia	$8.18B	-$6.04M	4	78.21%	Reduced
62	Loomis, Sayles & Company Boston, Massachusetts	$7.92B	-$213M	25	10.47%	Reduced
63	Barclays London, United Kingdom	$7.9B	+$536M	73	4.17%	Increased
64	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7.86B	-$604M	43	11.75%	Reduced
65	RhumbLine Advisers Boston, Massachusetts	$7.62B	-$182M	56	10.52%	Reduced
66	SM SB Management Abu Dhabi, United Arab Emirates	$7.39B	+$821M	1	41.74%	Increased
67	APG Asset Management Amsterdam, Netherlands	$7.35B	-$413M	38	11.99%	Reduced
68	D.E. Shaw & Co New York	$7.18B	-$1.25B	66	6.42%	Reduced
69	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.7B	$0	4	7.69%	Maintained
70	Putnam Investments Boston, Massachusetts	$6.58B	-$153M	17	11.69%	Reduced
71	Millennium Management New York	$6.58B	+$4.2B	99	4.75%	Increased
72	Eaton Vance Management Boston, Massachusetts	$6.54B	-$146M	31	10.29%	Reduced
73	WCM Investment Management Laguna Beach, California	$6.51B	+$276M	6	17.7%	Increased
74	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$6.3B	-$142M	43	12.71%	Reduced
75	Prudential Financial Newark, New Jersey	$6.27B	-$453M	52	10.52%	Reduced