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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
76	SG Americas Securities New York	$1.37B	-$21.4M	21	5.61%	Reduced
77	Putnam Investments Boston, Massachusetts	$1.36B	-$230M	11	3.64%	Reduced
78	Parametric Portfolio Associates Seattle, Washington	$1.36B	-$32M	30	3.69%	Reduced
79	Adage Capital Partners Boston, Massachusetts	$1.33B	+$56.2M	8	3.84%	Increased
80	Calamos Advisors Naperville, Illinois	$1.31B	-$123M	6	8.23%	Reduced
81	Dimensional Fund Advisors Austin, Texas	$1.3B	+$62.7M	36	1.13%	Increased
82	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.26B	+$9.03M	2	2.22%	Increased
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.26B	+$9.25M	34	1.83%	Increased
84	Artisan Partners Milwaukee, Wisconsin	$1.25B	+$292M	9	2.4%	Increased
85	Lord, Abbett & Co Jersey City, New Jersey	$1.23B	+$463M	16	2.83%	Increased
86	Barclays London, United Kingdom	$1.22B	+$306M	37	1.46%	Increased
87	Bank of Montreal Toronto, Ontario, Canada	$1.21B	+$271M	34	1.87%	Increased
88	Lazard Asset Management New York	$1.19B	-$46.8M	6	2.82%	Reduced
89	VOYA Investment Management Atlanta, Georgia	$1.16B	+$45.1M	25	2.9%	Increased
90	William Blair & Company Chicago, Illinois	$1.16B	+$19.7M	20	2.06%	Increased
91	Fidelity International Hamilton, Bermuda	$1.15B	+$33.1M	11	5.51%	Increased
92	GC Greenlight Capital New York	$1.14B	$0	1	18.94%	Maintained
93	Magellan Asset Management Sydney, Australia	$1.13B	+$49.6M	3	12.12%	Increased
94	Discovery Capital Management South Norwalk, Connecticut	$1.12B	+$264M	4	9.9%	Increased
95	Eaton Vance Management Boston, Massachusetts	$1.12B	+$15.4M	10	3.35%	Increased
96	Panagora Asset Management Boston, Massachusetts	$1.1B	+$42M	23	5.38%	Increased
97	Brown Advisory Baltimore, Maryland	$1.07B	+$60.2M	12	3.84%	Increased
98	BlackRock Japan Tokyo, Japan	$1.07B	-$86M	21	5.09%	Reduced
99	MTB Mizuho Trust & Banking Tokyo, Japan	$1.07B	$0	7	4.47%	Maintained
100	Russell Frank Company Seattle, Washington	$1.05B	-$8.45M	37	1.84%	Reduced