← All themes

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	USAA United Services Automobile Association San Antonio, Texas	$2.04B	-$26.3M	20	5.58%	Reduced
102	Ninety One (UK) London, United Kingdom	$1.95B	-$36M	7	8.02%	Reduced
103	Raymond James & Associates St Petersburg, Florida	$1.93B	+$96.2M	41	3.54%	Increased
104	Russell Investments Group London, United Kingdom	$1.91B	-$157M	53	3.2%	Reduced
105	Boston Partners Boston, Massachusetts	$1.86B	-$18.9M	13	2.19%	Reduced
106	Panagora Asset Management Boston, Massachusetts	$1.84B	-$34.2M	37	6.92%	Reduced
107	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.83B	-$10.4M	17	6.92%	Reduced
108	Canada Life Winnipeg, Manitoba, Canada	$1.78B	+$24M	45	4.19%	Increased
109	Los Angeles Capital Management Los Angeles, California	$1.7B	+$24.2M	18	9.29%	Increased
110	Sanders Capital West Palm Beach, Florida	$1.69B	+$37.8M	2	9.17%	Increased
111	Gates Foundation Trust Kirkland, Washington	$1.68B	$0	2	6.37%	Maintained
112	DZ Bank Frankfurt Am Main, Germany	$1.67B	+$68M	13	6.39%	Increased
113	Independent Franchise Partners London, United Kingdom	$1.62B	+$32.1M	5	13.75%	Increased
114	First Trust Advisors Wheaton, Illinois	$1.61B	+$83.3M	36	3.84%	Increased
115	Korea Investment Corp Seoul, South Korea	$1.61B	+$52.2M	15	7.32%	Increased
116	Harris Associates Chicago, Illinois	$1.6B	+$21.5M	4	2.62%	Increased
117	Chevy Chase Trust Bethesda, Maryland	$1.6B	-$5.81M	11	6.88%	Reduced
118	Citigroup New York	$1.59B	+$172M	62	1.28%	Increased
119	JSP Jackson Square Partners Larkspur, California	$1.57B	-$291M	10	7.96%	Reduced
120	Wellcome Trust London, United Kingdom	$1.53B	+$1.9M	3	23.11%	Increased
121	Appaloosa LP Short Hills, New Jersey	$1.52B	+$675M	2	14.17%	Increased
122	Eagle Capital Management (New York) New York	$1.51B	-$51M	3	5.6%	Reduced
123	Bessemer Group Woodbridge, New Jersey	$1.5B	-$108M	19	5.83%	Reduced
124	Capital International Investors Los Angeles, California	$1.5B	-$78.4M	4	1.69%	Reduced
125	Macquarie Group Sydney, NSW 2000, Australia	$1.49B	-$67M	47	2.63%	Reduced