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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	Amundi Asset Management US Boston, Massachusetts	$10.6B	-$12M	38	8.13%	Reduced
52	HSBC Holdings London, United Kingdom	$9.96B	-$923M	54	11.72%	Reduced
53	Fidelity International Hamilton, Bermuda	$9.53B	+$32.6M	38	10.85%	Increased
54	Barclays London, United Kingdom	$8.83B	+$1.46B	83	4.74%	Increased
55	New York State Common Retirement Fund Albany, New York	$8.79B	-$410M	74	9.73%	Reduced
56	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$8.7B	-$144M	70	7.55%	Reduced
57	Principal Financial Group Des Moines, Iowa	$8.41B	-$249M	60	5.92%	Reduced
58	Citigroup New York	$8.02B	+$274M	106	5.19%	Increased
59	Caledonia Investments (Australia) Sydney NSW, Australia	$7.87B	$0	4	73.79%	Maintained
60	Loomis, Sayles & Company Boston, Massachusetts	$7.79B	+$236M	27	10.09%	Increased
61	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.71B	-$335M	99	1.22%	Reduced
62	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$7.71B	+$1.08M	1	39.33%	New
63	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$7.69B	-$105M	60	10.16%	Reduced
64	SC US (TTGP) Menlo Park, California	$7.49B	-$719M	3	44.87%	Reduced
65	Allianz Asset Management Munich, Germany	$7.45B	-$853M	50	7.22%	Reduced
66	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7B	-$525M	51	9.13%	Reduced
67	RhumbLine Advisers Boston, Massachusetts	$6.79B	-$429M	56	9.22%	Reduced
68	Lone Pine Capital Greenwich, Connecticut	$6.68B	+$1.89B	6	24.25%	Increased
69	D.E. Shaw & Co New York	$6.45B	-$465M	63	6.22%	Reduced
70	Millennium Management New York	$6.37B	+$142M	103	4.56%	Increased
71	Eaton Vance Management Boston, Massachusetts	$6.29B	+$111M	59	9.32%	Increased
72	Arrowstreet Capital Boston, Massachusetts	$6.27B	+$131M	57	8.38%	Increased
73	Putnam Investments Boston, Massachusetts	$6.27B	+$45.8M	21	10.44%	Increased
74	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.22B	$0	4	6.59%	Maintained
75	SM SB Management Abu Dhabi, United Arab Emirates	$6.21B	-$826M	1	40%	Reduced