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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	Teachers Advisors New York	$2.05B	+$45.6M	46	3.83%	Increased
77	Fidelity International Hamilton, Bermuda	$2.03B	+$139M	16	6.17%	Increased
78	Bank of Montreal Toronto, Ontario, Canada	$2B	+$30.3M	50	2.38%	Increased
79	Silver Lake Group Menlo Park, California	$1.99B	-$253M	1	28.11%	Reduced
80	AQR Capital Management Greenwich, Connecticut	$1.98B	+$182M	29	3.46%	Increased
81	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.89B	+$125M	2	3.06%	Increased
82	JSP Jackson Square Partners Larkspur, California	$1.88B	+$80.9M	4	6.96%	Increased
83	Eagle Capital Management (New York) New York	$1.88B	-$163M	4	7.67%	Reduced
84	Harris Associates Chicago, Illinois	$1.87B	-$882M	5	3.17%	Reduced
85	Viking Global Investors Stamford, Connecticut	$1.87B	-$650M	2	7.04%	Reduced
86	D.E. Shaw & Co New York	$1.86B	+$280M	41	2.77%	Increased
87	Coatue Management New York	$1.81B	-$49.2M	5	17.95%	Reduced
88	Eaton Vance Management Boston, Massachusetts	$1.81B	-$85.7M	12	5.36%	Reduced
89	Fred Alger Management New York	$1.81B	-$129M	13	8.78%	Reduced
90	Neuberger Berman Group New York	$1.79B	-$85.6M	18	2.35%	Reduced
91	MTB Mizuho Trust & Banking Tokyo, Japan	$1.77B	+$69.4M	15	5.84%	Increased
92	APG Asset Management Amsterdam, Netherlands	$1.77B	-$48.1M	11	4.07%	Reduced
93	Lazard Asset Management New York	$1.74B	+$506M	12	3.98%	Increased
94	Magellan Asset Management Sydney, Australia	$1.71B	+$836M	2	9.6%	Increased
95	Putnam Investments Boston, Massachusetts	$1.66B	-$31.2M	17	3.75%	Reduced
96	Adage Capital Partners Boston, Massachusetts	$1.66B	+$10.4M	8	4.34%	Increased
97	Barclays London, United Kingdom	$1.62B	+$599M	44	1.97%	Increased
98	Brown Advisory Baltimore, Maryland	$1.61B	-$209M	15	5.47%	Reduced
99	RhumbLine Advisers Boston, Massachusetts	$1.57B	-$15.4M	38	5.06%	Reduced
100	BNP Paribas Financial Markets Paris, France	$1.57B	-$320M	49	7.62%	Reduced