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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
101	KeyBank National Association Cleveland, Ohio	$915M	+$945M	12	3.38%	New
102	State of Wisconsin Investment Board Madison, Wisconsin	$876M	+$914M	12	3.66%	New
103	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$870M	+$930M	7	4.34%	New
104	Swiss National Bank Zurich, Switzerland	$869M	+$905M	28	3.82%	New
105	TD Asset Management Toronto, Ontario, Canada	$863M	+$904M	13	1.85%	New
106	Artisan Partners Milwaukee, Wisconsin	$852M	+$848M	9	1.83%	New
107	Brown Advisory Baltimore, Maryland	$846M	+$910M	11	3.39%	New
108	Fayez Sarofim & Co Houston, Texas	$844M	+$901M	3	4.23%	New
109	MC Montag & Caldwell Atlanta, Georgia	$831M	+$843M	4	6.23%	New
110	Harris Associates Chicago, Illinois	$828M	+$825M	4	1.74%	New
111	Coatue Management New York	$827M	+$868M	4	9.17%	New
112	Gates Foundation Trust Kirkland, Washington	$827M	+$854M	1	4.65%	New
113	Bank of Montreal Toronto, Ontario, Canada	$825M	+$867M	29	1.46%	New
114	SZC Sleep, Zakaria & Co London, United Kingdom	$818M	+$785M	1	62.89%	New
115	Primecap Management Pasadena, California	$813M	+$820M	4	1.16%	New
116	Barclays London, United Kingdom	$807M	+$842M	39	1%	New
117	Lone Pine Capital Greenwich, Connecticut	$802M	+$836M	1	3.91%	New
118	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$799M	+$861M	5	5.9%	New
119	Marsico Capital Management Denver, Colorado	$796M	+$810M	5	5%	New
120	NMC NEA Management Company Timonium, Maryland	$791M	+$636M	2	35.34%	New
121	Capital International Investors Los Angeles, California	$770M	+$778M	4	3.51%	New
122	Eagle Capital Management (New York) New York	$765M	+$790M	1	4.1%	New
123	Amundi Asset Management US Boston, Massachusetts	$759M	+$798M	8	3.16%	New
124	Axa Paris, France	$755M	+$790M	12	4.01%	New
125	Discovery Capital Management South Norwalk, Connecticut	$748M	+$771M	3	8.01%	New