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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	Primecap Management Pasadena, California	$1.42B	+$132M	6	1.44%	Increased
102	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.41B	+$28.7M	1	1.89%	Increased
103	Prudential plc London, England, United Kingdom	$1.37B	-$174M	6	5.79%	Reduced
104	BlackRock Japan Tokyo, Japan	$1.37B	+$54.6M	17	5.23%	Increased
105	TD Asset Management Toronto, Ontario, Canada	$1.36B	+$71.8M	16	2.27%	Increased
106	Brown Brothers Harriman & Co New York	$1.36B	-$275M	14	5.73%	Reduced
107	USAA United Services Automobile Association San Antonio, Texas	$1.35B	-$32M	12	4.77%	Reduced
108	SG Americas Securities New York	$1.32B	-$170M	28	6.48%	Reduced
109	Orbis Holdings Hamilton, Bermuda	$1.3B	+$160M	5	9.88%	Increased
110	State of Wisconsin Investment Board Madison, Wisconsin	$1.27B	+$42.6M	19	4.38%	Increased
111	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.26B	-$659M	18	8%	Reduced
112	Citadel Advisors Miami, Florida	$1.25B	+$444M	43	1.23%	Increased
113	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.24B	+$25.1M	12	4.79%	Increased
114	Russell Frank Company Seattle, Washington	$1.24B	-$12.3M	36	2.16%	Reduced
115	Lazard Asset Management New York	$1.22B	-$30.2M	9	2.61%	Reduced
116	Swiss National Bank Zurich, Switzerland	$1.21B	-$45.6M	32	4.52%	Reduced
117	Macquarie Group Sydney, NSW 2000, Australia	$1.18B	+$51.5M	23	2.43%	Increased
118	Credit Agricole Montrouge Cedex, France	$1.18B	-$45.8M	22	5.02%	Reduced
119	Eagle Capital Management (New York) New York	$1.15B	-$74M	4	4.33%	Reduced
120	GE General Electric Evendale, Ohio	$1.14B	+$11.2M	6	2.68%	Increased
121	Sculptor Capital New York	$1.14B	+$567M	12	3.06%	Increased
122	Boston Partners Boston, Massachusetts	$1.13B	-$73M	9	1.7%	Reduced
123	Temasek Holdings Singapore	$1.11B	-$749M	2	11.58%	Reduced
124	Brown Advisory Baltimore, Maryland	$1.11B	-$67.9M	14	3.5%	Reduced
125	Fayez Sarofim & Co Houston, Texas	$1.11B	-$56.4M	8	5.26%	Reduced