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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	$2.9B	+$505M	9	12.33%	Increased
77	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.81B	-$21.2M	21	6.64%	Reduced
78	Aberdeen Group Edinburgh, United Kingdom	$2.8B	+$16.6M	19	5.36%	Increased
79	Dodge & Cox San Francisco, California	$2.8B	-$1.43B	7	2.17%	Reduced
80	Caledonia Investments (Australia) Sydney NSW, Australia	$2.76B	+$68.1M	5	69.61%	Increased
81	Eaton Vance Management Boston, Massachusetts	$2.7B	-$61.1M	18	6.53%	Reduced
82	Hillhouse Investment Management Grand Cayman, Cayman Islands	$2.68B	-$390M	6	45.48%	Reduced
83	Neuberger Berman Group New York	$2.67B	+$74.8M	23	3.07%	Increased
84	Lone Pine Capital Greenwich, Connecticut	$2.52B	+$424M	4	13.17%	Increased
85	D.E. Shaw & Co New York	$2.47B	-$575M	47	3.41%	Reduced
86	Swedbank Stockholm, Sweden	$2.44B	+$123M	4	13.21%	Increased
87	State Board of Administration of Florida Retirement System Tallahassee, Florida	$2.38B	-$79.8M	36	6.32%	Reduced
88	VOYA Investment Management Atlanta, Georgia	$2.37B	-$107M	38	4.92%	Reduced
89	Carmignac Gestion Paris, France	$2.35B	+$793M	9	15.6%	Increased
90	Putnam Investments Boston, Massachusetts	$2.32B	-$137M	11	5.16%	Reduced
91	Adage Capital Partners Boston, Massachusetts	$2.32B	-$192M	9	5.24%	Reduced
92	TD Asset Management Toronto, Ontario, Canada	$2.31B	-$118M	30	3.36%	Reduced
93	Artisan Partners Milwaukee, Wisconsin	$2.3B	-$52.2M	9	4.36%	Reduced
94	William Blair Investment Management Chicago, Illinois	$2.25B	-$477M	14	8.74%	Reduced
95	Pictet Asset Management (UK) London, United Kingdom	$2.24B	+$165M	24	5.77%	Increased
96	State of Wisconsin Investment Board Madison, Wisconsin	$2.19B	-$17.6M	19	6%	Reduced
97	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$2.16B	+$166M	2	88.25%	Increased
98	Vontobel Asset Management New York	$2.14B	-$115M	7	15.24%	Reduced
99	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.12B	-$46.9M	43	2.05%	Reduced
100	Winslow Capital Management Minneapolis, Minnesota	$2.1B	-$482M	6	11.55%	Reduced