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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	SZC Sleep, Zakaria & Co London, United Kingdom	$1.17B	$0	1	69.45%	Maintained
102	APG Asset Management Amsterdam, Netherlands	$1.16B	-$11.5M	9	3.41%	Reduced
103	BlackRock Japan Tokyo, Japan	$1.14B	-$81.3M	17	5.07%	Reduced
104	Brown Advisory Baltimore, Maryland	$1.14B	-$109M	13	3.69%	Reduced
105	GE General Electric Evendale, Ohio	$1.11B	-$20.1M	5	5.22%	Reduced
106	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$1.09B	-$55.8M	6	5.08%	Reduced
107	Lansdowne Partners Limited Partnership London, United Kingdom	$1.09B	+$131M	1	9.48%	Increased
108	State of Wisconsin Investment Board Madison, Wisconsin	$1.08B	-$35.3M	15	4.16%	Reduced
109	Schroder Investment Management Group London, United Kingdom	$1.07B	+$21.6M	20	1.34%	Increased
110	Harris Associates Chicago, Illinois	$1.05B	+$11.5M	4	1.88%	Increased
111	Capital International Investors Los Angeles, California	$1.05B	+$65.8M	4	3.25%	Increased
112	Lord, Abbett & Co Jersey City, New Jersey	$1.04B	-$271M	16	2.32%	Reduced
113	STRS Ohio Columbus, Ohio	$1.04B	-$106M	24	4.66%	Reduced
114	Fayez Sarofim & Co Houston, Texas	$1.04B	+$989M	4	4.81%	New
115	Primecap Management Pasadena, California	$1.02B	+$10.7M	5	1.22%	Increased
116	Russell Frank Company Seattle, Washington	$1.01B	-$81.3M	33	1.86%	Reduced
117	ING Group Amsterdam, Netherlands	$1.01B	-$23.2M	7	5.09%	Reduced
118	Eagle Capital Management (New York) New York	$998M	+$35M	3	4.27%	Increased
119	Loomis, Sayles & Company Boston, Massachusetts	$995M	-$26.3M	12	2.99%	Reduced
120	Commerzbank Aktiengesellschaft Frankfurt, Germany	$991M	-$1.44B	13	4.85%	Reduced
121	Amundi Asset Management US Boston, Massachusetts	$990M	-$30.3M	8	3.8%	Reduced
122	Nordea Investment Management Stockholm, Sweden	$974M	+$89.3M	11	4.85%	Increased
123	Credit Agricole Montrouge Cedex, France	$963M	-$9.08M	20	3.98%	Reduced
124	Nomura Holdings Tokyo, Japan	$950M	+$520M	16	4.35%	Increased
125	CCI Columbus Circle Investors	$947M	+$8.17M	7	6.47%	Increased