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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	Sculptor Capital New York	$1.37B	+$249M	10	4.76%	Increased
102	Russell Frank Company Seattle, Washington	$1.35B	+$36.3M	39	2.52%	Increased
103	TD Asset Management Toronto, Ontario, Canada	$1.35B	-$19.2M	21	2.65%	Reduced
104	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.32B	-$80M	16	5.63%	Reduced
105	Carmignac Gestion Paris, France	$1.25B	-$492M	2	15.88%	Reduced
106	abrdn Investment Management Edinburgh, United Kingdom	$1.25B	+$262M	7	5.37%	Increased
107	GC Greenlight Capital New York	$1.24B	+$451M	1	20.53%	Increased
108	Caledonia Investments (Australia) Sydney NSW, Australia	$1.24B	+$110M	3	91.39%	Increased
109	Credit Agricole Montrouge Cedex, France	$1.23B	+$164M	21	6.12%	Increased
110	State of Wisconsin Investment Board Madison, Wisconsin	$1.22B	-$28.9M	19	4.69%	Reduced
111	Gates Foundation Trust Kirkland, Washington	$1.2B	$0	2	6.96%	Maintained
112	GE General Electric Evendale, Ohio	$1.19B	-$163M	7	2.84%	Reduced
113	Lazard Asset Management New York	$1.19B	+$25.2M	11	2.84%	Increased
114	Capital International Investors Los Angeles, California	$1.16B	+$53.3M	6	2.11%	Increased
115	USAA United Services Automobile Association San Antonio, Texas	$1.16B	-$67.5M	19	4.34%	Reduced
116	Panagora Asset Management Boston, Massachusetts	$1.14B	+$40.2M	25	6.02%	Increased
117	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.1B	+$13.7M	4	1.68%	Increased
118	Swedbank Stockholm, Sweden	$1.09B	+$25.7M	2	9%	Increased
119	Nordea Investment Management Stockholm, Sweden	$1.08B	-$135M	15	3.97%	Reduced
120	Boston Partners Boston, Massachusetts	$1.07B	+$120M	8	1.63%	Increased
121	Artisan Partners Milwaukee, Wisconsin	$1.06B	-$78.6M	9	2.16%	Reduced
122	Axa Paris, France	$1.05B	+$42.6M	20	4.3%	Increased
123	Citigroup New York	$1.05B	-$729M	55	0.98%	Reduced
124	Citadel Advisors Miami, Florida	$1.03B	-$281M	44	0.98%	Reduced
125	Brown Brothers Harriman & Co New York	$1.02B	-$144M	13	5.19%	Reduced