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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.23B	-$48.2M	19	5.8%	Reduced
77	BNP Paribas Financial Markets Paris, France	$2.23B	-$1.09B	46	6.21%	Reduced
78	Parametric Portfolio Associates Seattle, Washington	$2.12B	+$45.2M	41	4.14%	Increased
79	APG Asset Management Amsterdam, Netherlands	$2.09B	+$91.3M	11	4.19%	Increased
80	Loomis, Sayles & Company Boston, Massachusetts	$2.08B	+$281M	16	5.69%	Increased
81	Swiss National Bank Zurich, Switzerland	$2.08B	+$115M	32	5.4%	Increased
82	Teachers Advisors New York	$2.06B	-$6.51M	42	3.82%	Reduced
83	VOYA Investment Management Atlanta, Georgia	$2B	-$95.2M	30	4.57%	Reduced
84	Putnam Investments Boston, Massachusetts	$1.99B	+$366M	15	4%	Increased
85	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.98B	+$464M	2	3.01%	Increased
86	Fred Alger Management New York	$1.96B	+$149M	12	8.83%	Increased
87	Waddell & Reed Financial Overland Park, Kansas	$1.95B	-$1.25B	10	2.78%	Reduced
88	William Blair & Company Chicago, Illinois	$1.88B	-$16.5M	25	2.82%	Reduced
89	Primecap Management Pasadena, California	$1.88B	+$402M	6	1.85%	Increased
90	Brown Advisory Baltimore, Maryland	$1.87B	+$23.1M	14	6.08%	Increased
91	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.86B	-$44.2M	41	2.08%	Reduced
92	Citigroup New York	$1.84B	+$61.9M	54	1.64%	Increased
93	Sands Capital Management Arlington, Virginia	$1.83B	-$33.9M	3	4.5%	Reduced
94	Magellan Asset Management Sydney, Australia	$1.78B	-$74.4M	1	11.18%	Reduced
95	Adage Capital Partners Boston, Massachusetts	$1.74B	-$51.7M	7	4.33%	Reduced
96	MTB Mizuho Trust & Banking Tokyo, Japan	$1.74B	+$38.5M	10	5.74%	Increased
97	RhumbLine Advisers Boston, Massachusetts	$1.69B	-$313M	36	5.4%	Reduced
98	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.64B	-$8.79M	17	8.62%	Reduced
99	Carmignac Gestion Paris, France	$1.63B	+$187M	3	14.59%	Increased
100	Eaton Vance Management Boston, Massachusetts	$1.57B	-$60.5M	10	4.81%	Reduced