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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	Fidelity International Hamilton, Bermuda	$1.23B	+$60.4M	15	4.72%	Increased
102	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.23B	+$113M	1	1.68%	Increased
103	BlackRock Japan Tokyo, Japan	$1.22B	+$73.8M	16	5.24%	Increased
104	TD Asset Management Toronto, Ontario, Canada	$1.19B	+$47.5M	16	2.06%	Increased
105	Loomis, Sayles & Company Boston, Massachusetts	$1.19B	+$67.9M	11	3.48%	Increased
106	JP Jana Partners New York	$1.18B	+$695M	4	6.12%	Increased
107	Lazard Asset Management New York	$1.18B	-$171M	10	2.53%	Reduced
108	Russell Frank Company Seattle, Washington	$1.17B	+$192M	37	2.07%	Increased
109	State of Michigan Retirement System Lansing, Michigan	$1.17B	+$2.27M	9	8.09%	Increased
110	Orbis Holdings Hamilton, Bermuda	$1.16B	+$757M	5	9.19%	Increased
111	Primecap Management Pasadena, California	$1.16B	+$248M	6	1.24%	Increased
112	Swiss National Bank Zurich, Switzerland	$1.16B	-$37.7M	31	4.43%	Reduced
113	Credit Agricole Montrouge Cedex, France	$1.14B	+$93.9M	19	4.88%	Increased
114	State of Wisconsin Investment Board Madison, Wisconsin	$1.14B	-$41.9M	20	4.12%	Reduced
115	Boston Partners Boston, Massachusetts	$1.12B	-$22.4M	11	1.83%	Reduced
116	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.12B	-$52.7M	11	4.43%	Reduced
117	Tiger Global Management New York	$1.11B	+$261M	4	14.72%	Increased
118	Eagle Capital Management (New York) New York	$1.11B	+$238M	3	4.27%	Increased
119	General Atlantic New York	$1.1B	+$1.07B	1	32.92%	Increased
120	Brown Advisory Baltimore, Maryland	$1.08B	-$80.9M	14	3.47%	Reduced
121	GE General Electric Evendale, Ohio	$1.08B	-$73M	7	2.79%	Reduced
122	Panagora Asset Management Boston, Massachusetts	$1.07B	-$61.5M	27	5.19%	Reduced
123	Calamos Advisors Naperville, Illinois	$1.06B	-$210M	7	7.08%	Reduced
124	Fayez Sarofim & Co Houston, Texas	$1.06B	-$51.9M	7	4.95%	Reduced
125	Capital International Investors Los Angeles, California	$1.06B	-$33.2M	6	2.57%	Reduced