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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	Barclays London, United Kingdom	$1.04B	-$157M	41	1.17%	Reduced
102	Schroder Investment Management Group London, United Kingdom	$1.03B	+$1.53M	19	1.16%	Increased
103	State of Wisconsin Investment Board Madison, Wisconsin	$1.03B	+$8.78M	15	3.93%	Increased
104	Putnam Investments Boston, Massachusetts	$1.02B	-$258M	15	2.32%	Reduced
105	Swiss National Bank Zurich, Switzerland	$1.02B	-$80.6M	30	4.02%	Reduced
106	GE General Electric Evendale, Ohio	$1.02B	-$29.8M	6	4.77%	Reduced
107	Fidelity International Hamilton, Bermuda	$1.02B	-$287M	14	3.69%	Reduced
108	TD Asset Management Toronto, Ontario, Canada	$1.01B	-$106M	13	1.83%	Reduced
109	Russell Frank Company Seattle, Washington	$1.01B	+$28M	32	1.77%	Increased
110	SZC Sleep, Zakaria & Co London, United Kingdom	$995M	+$11.6M	1	66.34%	Increased
111	Lansdowne Partners Limited Partnership London, United Kingdom	$992M	+$75.7M	1	8.34%	Increased
112	abrdn Investment Management Edinburgh, United Kingdom	$958M	+$59.9M	8	4.56%	Increased
113	Fayez Sarofim & Co Houston, Texas	$954M	-$41M	5	4.55%	Reduced
114	STRS Ohio Columbus, Ohio	$946M	-$31.5M	24	4.26%	Reduced
115	Davis Selected Advisers Tucson, Arizona	$946M	+$532M	7	2.6%	Increased
116	Brown Advisory Baltimore, Maryland	$942M	-$150M	13	3%	Reduced
117	Capital International Investors Los Angeles, California	$935M	-$23.4M	4	2.52%	Reduced
118	Nordea Investment Management Stockholm, Sweden	$921M	-$16.1M	13	4.3%	Reduced
119	Eagle Capital Management (New York) New York	$917M	-$52.3M	2	3.72%	Reduced
120	Credit Agricole Montrouge Cedex, France	$911M	+$4.04M	18	3.67%	Increased
121	Manning & Napier Advisors Fairport, New York	$909M	+$30.1M	7	3.75%	Increased
122	CCI Columbus Circle Investors	$904M	-$4.26M	8	6.01%	Reduced
123	Discovery Capital Management South Norwalk, Connecticut	$896M	-$1.13B	5	6.53%	Reduced
124	Amundi Asset Management US Boston, Massachusetts	$890M	-$53.5M	9	3.4%	Reduced
125	Gates Foundation Trust Kirkland, Washington	$887M	$0	1	4.48%	Maintained