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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	Davis Selected Advisers Tucson, Arizona	$1.93B	-$726M	11	8%	Reduced
77	Teachers Advisors New York	$1.9B	-$40.3M	41	3.8%	Reduced
78	Waddell & Reed Financial Overland Park, Kansas	$1.88B	+$121M	10	3.09%	Increased
79	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.87B	+$96M	2	3.14%	Increased
80	BNP Paribas Financial Markets Paris, France	$1.84B	-$192M	48	4.6%	Reduced
81	Neuberger Berman Group New York	$1.79B	-$389M	15	2.3%	Reduced
82	Eaton Vance Management Boston, Massachusetts	$1.79B	+$296M	11	5.5%	Increased
83	Fred Alger Management New York	$1.76B	-$100M	11	9.62%	Reduced
84	APG Asset Management Amsterdam, Netherlands	$1.76B	-$191M	11	4.02%	Reduced
85	AQR Capital Management Greenwich, Connecticut	$1.75B	+$384M	27	3.5%	Increased
86	Coatue Management New York	$1.68B	-$540M	7	18.81%	Reduced
87	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.66B	-$30.7M	42	1.98%	Reduced
88	Silver Lake Group Menlo Park, California	$1.63B	-$152M	1	25.37%	Reduced
89	Fidelity International Hamilton, Bermuda	$1.63B	-$514M	16	5.68%	Reduced
90	MTB Mizuho Trust & Banking Tokyo, Japan	$1.63B	-$10.6M	11	5.62%	Reduced
91	Brown Advisory Baltimore, Maryland	$1.61B	-$292M	14	5.74%	Reduced
92	Primecap Management Pasadena, California	$1.6B	-$76.8M	6	1.78%	Reduced
93	Adage Capital Partners Boston, Massachusetts	$1.59B	-$45.9M	8	4.41%	Reduced
94	Putnam Investments Boston, Massachusetts	$1.57B	-$317M	15	3.52%	Reduced
95	JSP Jackson Square Partners Larkspur, California	$1.55B	-$649M	5	7.1%	Reduced
96	RhumbLine Advisers Boston, Massachusetts	$1.55B	-$43M	37	5.26%	Reduced
97	Eagle Capital Management (New York) New York	$1.53B	+$127M	4	6.73%	Increased
98	BlackRock Japan Tokyo, Japan	$1.46B	+$31.1M	13	5.84%	Increased
99	D.E. Shaw & Co New York	$1.44B	-$878M	38	2.12%	Reduced
100	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.39B	-$57.1M	33	5.4%	Reduced