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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	Carmignac Gestion Paris, France	$1.57B	-$75.6M	3	17.24%	Reduced
102	Capital International Investors Los Angeles, California	$1.56B	+$254M	6	2.41%	Increased
103	Russell Frank Company Seattle, Washington	$1.55B	+$34.6M	42	2.71%	Increased
104	PNC Financial Services Group Pittsburgh, Pennsylvania	$1.55B	-$78.7M	42	1.82%	Reduced
105	BlackRock Japan Tokyo, Japan	$1.51B	+$8.81M	20	5.64%	Increased
106	Credit Agricole Montrouge Cedex, France	$1.45B	+$202M	21	6.8%	Increased
107	State Board of Administration of Florida Retirement System Tallahassee, Florida	$1.41B	-$20.8M	35	5.27%	Reduced
108	TD Asset Management Toronto, Ontario, Canada	$1.37B	-$20.9M	25	2.72%	Reduced
109	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.35B	-$14.2M	16	5.67%	Reduced
110	GE General Electric Evendale, Ohio	$1.31B	+$4.76M	8	6.32%	Increased
111	USAA United Services Automobile Association San Antonio, Texas	$1.26B	-$51.8M	18	4.48%	Reduced
112	Nordea Investment Management Stockholm, Sweden	$1.25B	+$169M	14	4.25%	Increased
113	State of Wisconsin Investment Board Madison, Wisconsin	$1.24B	-$12.4M	18	4.78%	Reduced
114	Amundi Asset Management US Boston, Massachusetts	$1.21B	+$274M	12	4.54%	Increased
115	Artisan Partners Milwaukee, Wisconsin	$1.21B	-$35.1M	8	2.37%	Reduced
116	Panagora Asset Management Boston, Massachusetts	$1.2B	+$17.8M	30	5.89%	Increased
117	Caledonia Investments (Australia) Sydney NSW, Australia	$1.16B	+$53.8M	3	81.77%	Increased
118	Gates Foundation Trust Kirkland, Washington	$1.15B	$0	2	6.88%	Maintained
119	Swedbank Stockholm, Sweden	$1.14B	+$34.7M	2	8.96%	Increased
120	First Trust Advisors Wheaton, Illinois	$1.14B	+$42.3M	26	2.95%	Increased
121	Vontobel Asset Management New York	$1.13B	+$403M	6	8.7%	Increased
122	NC Northern Cross Boston, Massachusetts	$1.11B	+$84.2M	1	21.14%	Increased
123	Parnassus Investments San Francisco, California	$1.09B	+$62.2M	5	7.29%	Increased
124	Brown Brothers Harriman & Co New York	$1.08B	+$33.1M	13	5.67%	Increased
125	Independent Franchise Partners London, United Kingdom	$1.07B	+$35.9M	2	12.21%	Increased