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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	$1.39B	-$21.8M	35	5.31%	Reduced
102	Harris Associates Chicago, Illinois	$1.38B	-$434M	5	2.6%	Reduced
103	Eagle Capital Management (New York) New York	$1.37B	-$303M	4	5.73%	Reduced
104	TD Asset Management Toronto, Ontario, Canada	$1.36B	-$27.3M	24	2.54%	Reduced
105	Capital International Investors Los Angeles, California	$1.35B	-$134M	6	2.07%	Reduced
106	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.33B	-$21.8M	16	5.99%	Reduced
107	Gates Foundation Trust Kirkland, Washington	$1.27B	$0	2	7.4%	Maintained
108	USAA United Services Automobile Association San Antonio, Texas	$1.23B	+$38M	18	4.44%	Increased
109	Panagora Asset Management Boston, Massachusetts	$1.23B	+$32.2M	33	6.09%	Increased
110	Carmignac Gestion Paris, France	$1.22B	-$210M	2	11.85%	Reduced
111	State of Wisconsin Investment Board Madison, Wisconsin	$1.21B	-$38.6M	20	4.72%	Reduced
112	Independent Franchise Partners London, United Kingdom	$1.17B	+$140M	2	13.26%	Increased
113	Caledonia Investments (Australia) Sydney NSW, Australia	$1.16B	-$8.17M	3	74.18%	Reduced
114	Parnassus Investments San Francisco, California	$1.15B	+$59.7M	5	7.39%	Increased
115	Swedbank Stockholm, Sweden	$1.14B	+$12.2M	2	9.29%	Increased
116	Boston Partners Boston, Massachusetts	$1.11B	+$310M	7	1.64%	Increased
117	Sculptor Capital New York	$1.1B	+$322M	9	5.58%	Increased
118	Brown Brothers Harriman & Co New York	$1.09B	+$16.9M	11	5.63%	Increased
119	GE General Electric Evendale, Ohio	$1.07B	-$182M	8	5.45%	Reduced
120	NC Northern Cross Boston, Massachusetts	$1.04B	-$13.2M	1	15.25%	Reduced
121	STRS Ohio Columbus, Ohio	$1.03B	-$7.53M	23	4.63%	Reduced
122	Artisan Partners Milwaukee, Wisconsin	$999M	-$186M	10	2.08%	Reduced
123	Chevy Chase Trust Bethesda, Maryland	$994M	+$25M	9	5.68%	Increased
124	AIG American International Group New York	$980M	+$25.1M	51	3.83%	Increased
125	Vontobel Asset Management New York	$974M	-$106M	5	7.51%	Reduced