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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	New York State Teachers Retirement System (NYSTRS) Albany, New York	$2.91B	-$20.1M	18	7.38%	Reduced
77	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.78B	+$450M	44	5.37%	Increased
78	Raymond James & Associates St Petersburg, Florida	$2.77B	+$126M	48	4.2%	Increased
79	Fred Alger Management New York	$2.77B	-$67M	19	11.01%	Reduced
80	Citigroup New York	$2.76B	-$306M	73	2.66%	Reduced
81	Caledonia Investments (Australia) Sydney NSW, Australia	$2.73B	+$99.5K	6	57.6%	Increased
82	Lone Pine Capital Greenwich, Connecticut	$2.71B	-$94.5M	5	15.83%	Reduced
83	State Board of Administration of Florida Retirement System Tallahassee, Florida	$2.69B	-$5.97M	37	7.14%	Reduced
84	VOYA Investment Management Atlanta, Georgia	$2.69B	-$122M	43	6.03%	Reduced
85	Dodge & Cox San Francisco, California	$2.63B	-$1.01M	8	2.16%	Reduced
86	Pictet Asset Management (UK) London, United Kingdom	$2.58B	-$46.8M	32	5.68%	Reduced
87	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$2.56B	+$2.94M	31	9.42%	Increased
88	Adage Capital Partners Boston, Massachusetts	$2.52B	-$532M	13	6.29%	Reduced
89	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$2.5B	-$281M	1	83.85%	Reduced
90	Federated Hermes Pittsburgh, Pennsylvania	$2.5B	+$167M	41	6.18%	Increased
91	Russell Investments Group London, United Kingdom	$2.48B	+$78.5M	53	4.59%	Increased
92	PNC Financial Services Group Pittsburgh, Pennsylvania	$2.46B	-$142M	54	2.46%	Reduced
93	William Blair Investment Management Chicago, Illinois	$2.39B	+$198M	10	10.04%	Increased
94	State of Wisconsin Investment Board Madison, Wisconsin	$2.36B	+$42.6M	25	6.7%	Increased
95	Renaissance Technologies New York	$2.35B	+$576M	59	2.14%	Increased
96	Magellan Asset Management Sydney, Australia	$2.33B	-$555M	2	7.38%	Reduced
97	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.29B	-$75.3M	14	20.86%	Reduced
98	Viking Global Investors Stamford, Connecticut	$2.26B	-$943M	4	12.96%	Reduced
99	First Trust Advisors Wheaton, Illinois	$2.2B	+$103M	41	4.37%	Increased
100	TD Asset Management Toronto, Ontario, Canada	$2.18B	-$29.2M	30	3.33%	Reduced