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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	Parametric Portfolio Associates Seattle, Washington	$1.59B	+$37.2M	32	3.85%	Increased
77	Teachers Advisors New York	$1.58B	+$13.3M	32	3.58%	Increased
78	Dimensional Fund Advisors Austin, Texas	$1.55B	+$55.5M	36	1.21%	Increased
79	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.52B	-$918M	9	5.21%	Reduced
80	Eaton Vance Management Boston, Massachusetts	$1.51B	+$218M	11	4.33%	Increased
81	Waddell & Reed Financial Overland Park, Kansas	$1.5B	-$263M	5	2.41%	Reduced
82	Coatue Management New York	$1.48B	+$783M	5	14.52%	Increased
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.48B	+$54.3M	32	1.96%	Increased
84	VOYA Investment Management Atlanta, Georgia	$1.45B	+$109M	25	3.36%	Increased
85	Adage Capital Partners Boston, Massachusetts	$1.44B	-$87.9M	7	3.8%	Reduced
86	Fidelity International Hamilton, Bermuda	$1.39B	-$18.7M	14	5.58%	Reduced
87	Calamos Advisors Naperville, Illinois	$1.38B	-$122M	6	8.79%	Reduced
88	MTB Mizuho Trust & Banking Tokyo, Japan	$1.36B	-$13.3M	7	5.17%	Reduced
89	Putnam Investments Boston, Massachusetts	$1.36B	-$199M	12	3.27%	Reduced
90	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.35B	+$252K	2	2.15%	Increased
91	GC Greenlight Capital New York	$1.35B	$0	1	18.44%	Maintained
92	William Blair & Company Chicago, Illinois	$1.34B	+$47.9M	21	2.21%	Increased
93	SG Americas Securities New York	$1.33B	-$241M	14	5.55%	Reduced
94	Panagora Asset Management Boston, Massachusetts	$1.32B	+$45.3M	23	6.11%	Increased
95	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.27B	+$148M	17	5.17%	Increased
96	Barclays London, United Kingdom	$1.26B	-$145M	41	1.29%	Reduced
97	Artisan Partners Milwaukee, Wisconsin	$1.24B	-$134M	10	2.22%	Reduced
98	Lazard Asset Management New York	$1.2B	-$173M	7	2.66%	Reduced
99	TD Asset Management Toronto, Ontario, Canada	$1.18B	-$5.96M	15	2.21%	Reduced
100	Swiss National Bank Zurich, Switzerland	$1.17B	+$24.5M	30	4.56%	Increased