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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	State Board of Administration of Florida Retirement System Tallahassee, Florida	$4.07B	-$20.2M	53	10.46%	Reduced
77	Bessemer Group Woodbridge, New Jersey	$3.99B	+$54.3M	39	10.41%	Increased
78	Ensign Peak Advisors Salt Lake City, Utah	$3.95B	-$37.1M	64	9.82%	Reduced
79	Loomis, Sayles & Company Boston, Massachusetts	$3.71B	-$184M	21	7.52%	Reduced
80	Korea Investment Corp Seoul, South Korea	$3.71B	+$130M	28	11.41%	Increased
81	Stifel Financial St. Louis, Missouri	$3.65B	+$11.5M	46	5.98%	Increased
82	Adage Capital Partners Boston, Massachusetts	$3.58B	-$146M	15	8.88%	Reduced
83	Arrowstreet Capital Boston, Massachusetts	$3.41B	+$961M	33	5.03%	Increased
84	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$3.38B	+$87.1M	35	9.46%	Increased
85	Victory Capital Management San Antonio, Texas	$3.33B	+$224M	58	3.89%	Increased
86	Citadel Advisors Miami, Florida	$3.32B	+$1.42B	123	0.76%	Increased
87	LPL Financial San Diego, California	$3.32B	+$58.6M	58	3.21%	Increased
88	CIBC Private Wealth Group Atlanta, Georgia	$3.28B	+$41.6M	22	8.83%	Increased
89	D.E. Shaw & Co New York	$3.27B	-$283M	97	3.9%	Reduced
90	Dodge & Cox San Francisco, California	$3.24B	+$1.36B	10	2.46%	Increased
91	Allspring Global Investments Charlotte, North Carolina	$3.16B	+$74.4M	79	5.59%	Increased
92	Envestnet Asset Management Chicago, Illinois	$3.13B	+$133M	65	1.78%	Increased
93	Canada Life Winnipeg, Manitoba, Canada	$3.12B	-$48.3M	65	8.87%	Reduced
94	APG Asset Management Amsterdam, Netherlands	$3.1B	+$63M	26	8%	Increased
95	Mirae Asset Global Investments Seoul, South Korea	$3.06B	-$96.2M	78	8.23%	Reduced
96	Tiger Global Management New York	$3.01B	+$342M	13	27.65%	Increased
97	US Bancorp Minneapolis, Minnesota	$3B	-$168M	80	6.19%	Reduced
98	Aberdeen Group Edinburgh, United Kingdom	$2.99B	+$229M	30	8.91%	Increased
99	Allianz Asset Management Munich, Germany	$2.98B	-$3.66B	33	6.06%	Reduced
100	Russell Investments Group London, United Kingdom	$2.95B	+$100M	78	6.49%	Increased