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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	Nordea Investment Management Stockholm, Sweden	$2.18B	+$62.6M	19	5.76%	Increased
77	Bank of Montreal Toronto, Ontario, Canada	$2.16B	+$191M	50	2.27%	Increased
78	Amundi Asset Management US Boston, Massachusetts	$2.14B	+$207M	10	7.52%	Increased
79	VOYA Investment Management Atlanta, Georgia	$2.12B	-$6.23M	33	5.06%	Reduced
80	State Farm Mutual Automobile Insurance Bloomington, Illinois	$2.12B	+$5.27M	4	3.01%	Increased
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.1B	-$49.2M	18	5.47%	Reduced
82	Lazard Asset Management New York	$2.08B	+$52.4M	14	4.25%	Increased
83	Fred Alger Management New York	$2.04B	-$105M	10	11.11%	Reduced
84	RhumbLine Advisers Boston, Massachusetts	$1.97B	+$56.4M	38	5%	Increased
85	Lone Pine Capital Greenwich, Connecticut	$1.92B	-$458M	3	10.04%	Reduced
86	Boston Partners Boston, Massachusetts	$1.91B	+$330M	12	2.52%	Increased
87	D.E. Shaw & Co New York	$1.91B	-$885M	44	3.25%	Reduced
88	Waddell & Reed Financial Overland Park, Kansas	$1.87B	-$288M	14	4.09%	Reduced
89	Putnam Investments Boston, Massachusetts	$1.86B	-$64.5M	15	4.5%	Reduced
90	BlackRock Japan Tokyo, Japan	$1.82B	+$1.51M	25	6%	Increased
91	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.76B	-$1.08M	35	5.31%	Reduced
92	Davis Selected Advisers Tucson, Arizona	$1.76B	-$2.91M	10	7.69%	Reduced
93	Caledonia Investments (Australia) Sydney NSW, Australia	$1.74B	+$42.8M	4	71.38%	Increased
94	Credit Agricole Montrouge Cedex, France	$1.67B	+$2.6M	25	5.37%	Increased
95	Adage Capital Partners Boston, Massachusetts	$1.64B	-$152M	8	4.48%	Reduced
96	TD Asset Management Toronto, Ontario, Canada	$1.59B	-$2.63M	26	2.68%	Reduced
97	Swedbank Stockholm, Sweden	$1.56B	+$13M	3	12.29%	Increased
98	USAA United Services Automobile Association San Antonio, Texas	$1.53B	-$14.2M	20	5.11%	Reduced
99	JSP Jackson Square Partners Larkspur, California	$1.52B	-$94.8M	6	7.86%	Reduced
100	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.52B	-$16.1M	37	1.73%	Reduced