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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	Schroder Investment Management Group London, United Kingdom	$1.91B	+$355M	17	3.75%	Increased
77	VOYA Investment Management Atlanta, Georgia	$1.88B	-$16.2M	26	4.17%	Reduced
78	RhumbLine Advisers Boston, Massachusetts	$1.85B	-$50.4M	32	5.39%	Reduced
79	Davis Selected Advisers Tucson, Arizona	$1.84B	+$230M	11	5.95%	Increased
80	Parametric Portfolio Associates Seattle, Washington	$1.8B	+$6.94M	42	3.8%	Increased
81	Teachers Advisors New York	$1.8B	+$80.2M	38	3.45%	Increased
82	William Blair & Company Chicago, Illinois	$1.8B	+$79.9M	22	2.91%	Increased
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.79B	-$28.2M	37	1.97%	Reduced
84	Magellan Asset Management Sydney, Australia	$1.78B	-$429M	2	12.67%	Reduced
85	Tiger Global Management New York	$1.78B	+$758M	7	20.96%	Increased
86	Citigroup New York	$1.67B	-$318M	52	1.5%	Reduced
87	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.65B	-$18.3M	31	5.17%	Reduced
88	Third Point New York	$1.6B	+$584M	2	14.44%	Increased
89	Eaton Vance Management Boston, Massachusetts	$1.58B	+$24.4M	10	4.66%	Increased
90	Adage Capital Partners Boston, Massachusetts	$1.57B	-$8.6M	7	3.83%	Reduced
91	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.56B	-$8.8M	2	2.27%	Reduced
92	Coatue Management New York	$1.56B	-$369M	6	14.8%	Reduced
93	Barclays London, United Kingdom	$1.53B	+$24.5M	47	1.48%	Increased
94	Fred Alger Management New York	$1.5B	-$25.8M	14	7.24%	Reduced
95	Gates Foundation Trust Kirkland, Washington	$1.5B	+$478M	2	7.5%	Increased
96	MTB Mizuho Trust & Banking Tokyo, Japan	$1.49B	+$21.4M	8	5.24%	Increased
97	Loomis, Sayles & Company Boston, Massachusetts	$1.48B	+$224M	13	4.11%	Increased
98	Fidelity International Hamilton, Bermuda	$1.44B	+$184M	14	4.97%	Increased
99	Putnam Investments Boston, Massachusetts	$1.43B	-$324M	13	2.94%	Reduced
100	Nordea Investment Management Stockholm, Sweden	$1.43B	+$4.95M	13	5.27%	Increased