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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	Neuberger Berman Group New York	$2.11B	-$266M	20	2.25%	Reduced
77	Schroder Investment Management Group London, United Kingdom	$2.09B	+$110M	17	4.08%	Increased
78	Parametric Portfolio Associates Seattle, Washington	$2.06B	+$107M	39	4.14%	Increased
79	Teachers Advisors New York	$2.05B	+$91.9M	39	3.83%	Increased
80	DM DST Managers Grand Cayman, Cayman Islands	$2.04B	-$273M	1	92.63%	Reduced
81	VOYA Investment Management Atlanta, Georgia	$2.04B	-$70.1M	26	4.52%	Reduced
82	BlackRock Advisors Wilmington, Delaware	$2.01B	+$20.4M	41	2.06%	Increased
83	RhumbLine Advisers Boston, Massachusetts	$1.98B	-$27M	33	5.72%	Reduced
84	Swiss National Bank Zurich, Switzerland	$1.96B	+$664M	32	5.24%	Increased
85	APG Asset Management Amsterdam, Netherlands	$1.95B	-$213M	10	4.03%	Reduced
86	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.91B	-$2.9M	37	2.1%	Reduced
87	William Blair & Company Chicago, Illinois	$1.87B	-$42.2M	24	2.88%	Reduced
88	Sands Capital Management Arlington, Virginia	$1.85B	+$23.1M	3	4.41%	Increased
89	Fred Alger Management New York	$1.8B	+$110M	13	8.09%	Increased
90	Citigroup New York	$1.79B	+$35.4M	53	1.73%	Increased
91	Magellan Asset Management Sydney, Australia	$1.78B	-$33.9M	2	11.46%	Reduced
92	Adage Capital Partners Boston, Massachusetts	$1.77B	+$69.8M	7	4.31%	Increased
93	Discovery Capital Management South Norwalk, Connecticut	$1.75B	-$201M	5	19.88%	Reduced
94	Brown Advisory Baltimore, Maryland	$1.73B	+$466M	14	5.5%	Increased
95	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.71B	+$186M	2	2.55%	Increased
96	Loomis, Sayles & Company Boston, Massachusetts	$1.69B	+$202M	14	4.7%	Increased
97	MTB Mizuho Trust & Banking Tokyo, Japan	$1.68B	+$61.8M	9	5.69%	Increased
98	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.63B	+$244M	18	9.8%	Increased
99	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.63B	-$150M	31	5.56%	Reduced
100	Coatue Management New York	$1.61B	-$115M	5	15.29%	Reduced