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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	Loomis, Sayles & Company Boston, Massachusetts	$1.13B	+$43.7M	12	3.21%	Increased
102	State of Wisconsin Investment Board Madison, Wisconsin	$1.13B	-$1.19M	19	4.06%	Reduced
103	USAA United Services Automobile Association San Antonio, Texas	$1.13B	+$195M	11	4.14%	Increased
104	Manning & Napier Advisors Fairport, New York	$1.13B	+$165M	8	4.36%	Increased
105	State of Michigan Retirement System Lansing, Michigan	$1.11B	+$214M	9	7.78%	Increased
106	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.11B	+$1.04B	9	4.42%	Increased
107	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.09B	+$242M	1	1.47%	Increased
108	GE General Electric Evendale, Ohio	$1.09B	+$5.24M	6	4.97%	Increased
109	TD Asset Management Toronto, Ontario, Canada	$1.09B	-$34.8M	15	1.86%	Reduced
110	Boston Partners Boston, Massachusetts	$1.09B	+$645M	10	1.82%	Increased
111	BlackRock Japan Tokyo, Japan	$1.08B	-$80.6M	11	4.94%	Reduced
112	Brown Advisory Baltimore, Maryland	$1.08B	-$31.2M	13	3.39%	Reduced
113	Capital International Investors Los Angeles, California	$1.07B	+$54.8M	5	2.76%	Increased
114	Panagora Asset Management Boston, Massachusetts	$1.06B	-$133M	27	5.15%	Reduced
115	Caledonia Investments (Australia) Sydney NSW, Australia	$1.06B	+$145M	2	64.85%	Increased
116	Fayez Sarofim & Co Houston, Texas	$1.05B	-$39.4M	7	4.79%	Reduced
117	Macquarie Group Sydney, NSW 2000, Australia	$1.04B	-$1.25B	21	2.32%	Reduced
118	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.04B	-$253M	9	3.39%	Reduced
119	SG Americas Securities New York	$1.02B	-$195M	21	5.91%	Reduced
120	Amundi Asset Management US Boston, Massachusetts	$1B	+$331K	9	3.84%	Increased
121	Credit Agricole Montrouge Cedex, France	$999M	-$6.79M	18	4.23%	Reduced
122	Russell Frank Company Seattle, Washington	$972M	-$55.4M	36	1.7%	Reduced
123	Tiger Global Management New York	$926M	+$208M	6	11.74%	Increased
124	Primecap Management Pasadena, California	$920M	+$25.6M	5	1.01%	Increased
125	Barclays London, United Kingdom	$912M	-$218M	42	0.96%	Reduced