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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	Russell Investments Group London, United Kingdom	$1.63B	+$93M	48	2.99%	Increased
102	JSP Jackson Square Partners Larkspur, California	$1.61B	-$9.8M	6	7.92%	Reduced
103	Panagora Asset Management Boston, Massachusetts	$1.61B	+$49.3M	39	6.7%	Increased
104	Vontobel Asset Management New York	$1.59B	-$152M	6	13.56%	Reduced
105	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.55B	-$102M	18	6.48%	Reduced
106	Pictet Asset Management (UK) London, United Kingdom	$1.52B	+$53.7M	18	4.97%	Increased
107	State of Wisconsin Investment Board Madison, Wisconsin	$1.45B	+$178M	23	5.61%	Increased
108	Canada Life Winnipeg, Manitoba, Canada	$1.44B	-$33.3M	43	3.9%	Reduced
109	Citadel Advisors Miami, Florida	$1.44B	+$746M	44	1.32%	Increased
110	Renaissance Technologies New York	$1.42B	+$428M	45	1.98%	Increased
111	Epoch Investment Partners New York	$1.4B	+$193M	6	4.69%	Increased
112	Janus Henderson Group London,	$1.4B	+$42.7M	17	9.85%	Increased
113	Parnassus Investments San Francisco, California	$1.38B	+$33.6M	4	6.46%	Increased
114	Bessemer Group Woodbridge, New Jersey	$1.37B	+$29.3M	15	5.7%	Increased
115	Raymond James & Associates St Petersburg, Florida	$1.36B	+$37.8M	29	3.16%	Increased
116	Independent Franchise Partners London, United Kingdom	$1.35B	-$127M	2	12.89%	Reduced
117	LPU Lansdowne Partners (UK) London, United Kingdom	$1.34B	+$25.2M	3	11.65%	Increased
118	Eagle Capital Management (New York) New York	$1.33B	-$46.2M	3	5.42%	Reduced
119	Gates Foundation Trust Kirkland, Washington	$1.32B	$0	2	7.01%	Maintained
120	Chevy Chase Trust Bethesda, Maryland	$1.3B	+$25.1M	9	6.38%	Increased
121	Harris Associates Chicago, Illinois	$1.29B	-$33.1M	4	2.36%	Reduced
122	Edgewood Management Greenwich, Connecticut	$1.28B	+$45.7M	2	7.12%	Increased
123	Sanders Capital West Palm Beach, Florida	$1.27B	+$14.6M	2	8.44%	Increased
124	Ninety One (UK) London, United Kingdom	$1.23B	+$102M	9	6.1%	Increased
125	STRS Ohio Columbus, Ohio	$1.22B	-$64.5M	26	5.3%	Reduced