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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	Barclays London, United Kingdom	$10.9B	+$1.2B	81	5.16%	Increased
52	HSBC Holdings London, United Kingdom	$10.6B	-$282M	59	11.27%	Reduced
53	Credit Suisse Zurich, Switzerland	$10.3B	-$2.81B	90	5.47%	Reduced
54	Fidelity International Hamilton, Bermuda	$10.3B	+$191M	36	11.04%	Increased
55	Principal Financial Group Des Moines, Iowa	$9.89B	+$560M	61	6.39%	Increased
56	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$9.72B	-$41.5M	75	7.89%	Reduced
57	New York State Common Retirement Fund Albany, New York	$9.65B	-$72.4M	83	9.98%	Reduced
58	Susquehanna International Group Bala Cynwyd, Pennsylvania	$9.22B	+$949M	102	1.3%	Increased
59	Citigroup New York	$8.42B	-$206M	105	5.07%	Reduced
60	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$8.17B	-$340M	70	10.26%	Reduced
61	Allianz Asset Management Munich, Germany	$8.17B	-$92M	49	6.89%	Reduced
62	Loomis, Sayles & Company Boston, Massachusetts	$8.1B	-$232M	21	9.81%	Reduced
63	Lone Pine Capital Greenwich, Connecticut	$7.82B	-$32M	7	25.19%	Reduced
64	SC US (TTGP) Menlo Park, California	$7.62B	-$1.89B	3	48.55%	Reduced
65	D.E. Shaw & Co New York	$7.5B	+$1.34B	73	6.47%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$7.2B	-$319M	57	9.45%	Reduced
67	Eaton Vance Management Boston, Massachusetts	$7.08B	+$94.7M	62	9.56%	Increased
68	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$7.01B	-$220M	42	8.38%	Reduced
69	TD Asset Management Toronto, Ontario, Canada	$6.91B	+$262M	39	7.01%	Increased
70	Putnam Investments Boston, Massachusetts	$6.88B	+$8.94M	23	10.71%	Increased
71	State Farm Mutual Automobile Insurance Bloomington, Illinois	$6.84B	+$25.3M	4	6.86%	Increased
72	Macquarie Group Sydney, NSW 2000, Australia	$6.72B	+$4.26B	67	5.52%	Increased
73	Prudential Financial Newark, New Jersey	$6.6B	-$183M	50	9.06%	Reduced
74	Caledonia Investments (Australia) Sydney NSW, Australia	$6.49B	-$992M	3	66.93%	Reduced
75	Neuberger Berman Group New York	$6.43B	-$8.61M	42	5.62%	Reduced