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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	Artisan Partners Milwaukee, Wisconsin	$1.51B	+$95.5M	7	3.14%	Increased
102	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.46B	-$403M	22	5.31%	Reduced
103	Vontobel Asset Management New York	$1.44B	-$252M	6	12.63%	Reduced
104	Capital International Investors Los Angeles, California	$1.43B	-$89.7M	5	2.06%	Reduced
105	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.39B	+$83.2M	16	5.99%	Increased
106	Citigroup New York	$1.38B	+$264M	56	1.25%	Increased
107	William Blair Investment Management Chicago, Illinois	$1.37B	+$132M	10	5.47%	Increased
108	Russell Investments Group London, United Kingdom	$1.37B	+$1.4B	45	2.67%	New
109	Coatue Management New York	$1.35B	-$245M	6	15.94%	Reduced
110	Gates Foundation Trust Kirkland, Washington	$1.32B	$0	2	6.94%	Maintained
111	Barclays London, United Kingdom	$1.31B	-$222M	54	1.42%	Reduced
112	Panagora Asset Management Boston, Massachusetts	$1.31B	-$16M	35	5.99%	Reduced
113	Canada Life Winnipeg, Manitoba, Canada	$1.28B	+$31M	42	3.59%	Increased
114	Parnassus Investments San Francisco, California	$1.26B	-$2.92M	4	6.21%	Reduced
115	Independent Franchise Partners London, United Kingdom	$1.24B	-$218M	2	12.48%	Reduced
116	Pictet Asset Management (UK) London, United Kingdom	$1.23B	-$12.8M	19	4.56%	Reduced
117	Harris Associates Chicago, Illinois	$1.19B	-$4.99M	4	2.29%	Reduced
118	Eagle Capital Management (New York) New York	$1.16B	-$76M	3	4.92%	Reduced
119	Raymond James & Associates St Petersburg, Florida	$1.14B	+$74.3M	30	2.91%	Increased
120	Janus Henderson Group London,	$1.13B	+$11.1M	16	8.34%	Increased
121	Bessemer Group Woodbridge, New Jersey	$1.12B	+$46.1M	21	5.18%	Increased
122	LPU Lansdowne Partners (UK) London, United Kingdom	$1.11B	-$259M	3	9.9%	Reduced
123	Korea Investment Corp Seoul, South Korea	$1.11B	+$50.7M	13	5.34%	Increased
124	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.11B	+$76.5M	28	6.2%	Increased
125	STRS Ohio Columbus, Ohio	$1.09B	-$6.54M	26	4.81%	Reduced