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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	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.54B	-$102M	32	5.48%	Reduced
102	AQR Capital Management Greenwich, Connecticut	$1.54B	+$331M	27	3.05%	Increased
103	BlackRock Japan Tokyo, Japan	$1.52B	+$58.9M	15	5.87%	Increased
104	Discovery Capital Management South Norwalk, Connecticut	$1.52B	-$218M	7	17.9%	Reduced
105	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.51B	+$159M	16	5.82%	Increased
106	Viking Global Investors Stamford, Connecticut	$1.49B	+$840M	2	5.62%	Increased
107	Orbis Holdings Hamilton, Bermuda	$1.47B	+$251M	6	11.2%	Increased
108	TD Asset Management Toronto, Ontario, Canada	$1.46B	-$10.1M	20	2.61%	Reduced
109	Lone Pine Capital Greenwich, Connecticut	$1.43B	-$1.06B	1	5.34%	Reduced
110	Vontobel Asset Management New York	$1.42B	+$428M	5	10.76%	Increased
111	Eagle Capital Management (New York) New York	$1.41B	-$255M	4	5.56%	Reduced
112	Russell Frank Company Seattle, Washington	$1.39B	+$71M	38	2.23%	Increased
113	USAA United Services Automobile Association San Antonio, Texas	$1.39B	+$49.7M	14	4.86%	Increased
114	GE General Electric Evendale, Ohio	$1.37B	+$39.3M	6	3.07%	Increased
115	Artisan Partners Milwaukee, Wisconsin	$1.34B	+$105M	10	2.47%	Increased
116	State of Wisconsin Investment Board Madison, Wisconsin	$1.33B	-$10.2M	20	4.65%	Reduced
117	Citadel Advisors Miami, Florida	$1.33B	-$299M	46	1.15%	Reduced
118	Macquarie Group Sydney, NSW 2000, Australia	$1.32B	+$74.3M	22	2.62%	Increased
119	Nordea Investment Management Stockholm, Sweden	$1.31B	+$12.1M	12	4.6%	Increased
120	Sculptor Capital New York	$1.29B	+$189M	8	3.75%	Increased
121	Lazard Asset Management New York	$1.28B	-$55.6M	12	2.68%	Reduced
122	Barclays London, United Kingdom	$1.28B	-$145M	49	1.44%	Reduced
123	Gates Foundation Trust Kirkland, Washington	$1.26B	$0	2	7.41%	Maintained
124	Brown Brothers Harriman & Co New York	$1.22B	-$22M	12	5.71%	Reduced
125	Parnassus Investments San Francisco, California	$1.22B	+$57.1M	5	8.71%	Increased