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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	Magellan Asset Management Sydney, Australia	$1.93B	+$293M	2	10.4%	Increased
77	Fidelity International Hamilton, Bermuda	$1.87B	-$137M	15	5.8%	Reduced
78	Davis Selected Advisers Tucson, Arizona	$1.87B	-$91.3M	8	8.27%	Reduced
79	Waddell & Reed Financial Overland Park, Kansas	$1.87B	-$110M	13	3.5%	Reduced
80	Bank of Montreal Toronto, Ontario, Canada	$1.87B	-$165M	48	1.99%	Reduced
81	Winslow Capital Management Minneapolis, Minnesota	$1.83B	-$936M	3	7.17%	Reduced
82	LPU Lansdowne Partners (UK) London, United Kingdom	$1.79B	-$297M	3	14.09%	Reduced
83	MTB Mizuho Trust & Banking Tokyo, Japan	$1.79B	+$37.1M	16	5.66%	Increased
84	Lone Pine Capital Greenwich, Connecticut	$1.76B	-$254M	2	8.78%	Reduced
85	Putnam Investments Boston, Massachusetts	$1.75B	+$116M	20	4.16%	Increased
86	Eaton Vance Management Boston, Massachusetts	$1.73B	-$58.9M	11	5.31%	Reduced
87	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.67B	-$389M	18	6.89%	Reduced
88	SG Americas Securities New York	$1.64B	+$630M	29	11.86%	Increased
89	RhumbLine Advisers Boston, Massachusetts	$1.62B	+$43.1M	38	5.04%	Increased
90	Fred Alger Management New York	$1.62B	-$104M	12	8.2%	Reduced
91	Silver Lake Group Menlo Park, California	$1.61B	-$286M	1	26.87%	Reduced
92	JSP Jackson Square Partners Larkspur, California	$1.6B	-$75.2M	4	6.43%	Reduced
93	Adage Capital Partners Boston, Massachusetts	$1.57B	-$95.2M	7	4.27%	Reduced
94	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.54B	-$63.1M	45	1.8%	Reduced
95	BlackRock Japan Tokyo, Japan	$1.51B	-$2.47M	22	5.62%	Reduced
96	D.E. Shaw & Co New York	$1.5B	-$318M	42	2.69%	Reduced
97	Russell Frank Company Seattle, Washington	$1.47B	-$12.9M	43	2.58%	Reduced
98	Brown Advisory Baltimore, Maryland	$1.46B	-$56M	14	5.05%	Reduced
99	Nordea Investment Management Stockholm, Sweden	$1.41B	+$148M	15	4.24%	Increased
100	Amundi Asset Management US Boston, Massachusetts	$1.4B	+$149M	11	5.21%	Increased