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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 of New Jersey Common Pension Fund D Trenton, New Jersey	$1.96B	-$3.11M	17	7.54%	Reduced
102	Citigroup New York	$1.96B	+$254M	60	1.61%	Increased
103	Dodge & Cox San Francisco, California	$1.95B	-$853M	7	1.58%	Reduced
104	Eagle Capital Management (New York) New York	$1.94B	+$140M	3	7.21%	Increased
105	Renaissance Technologies New York	$1.94B	+$535M	47	2.12%	Increased
106	Panagora Asset Management Boston, Massachusetts	$1.94B	-$25.7M	35	7.65%	Reduced
107	Los Angeles Capital Management Los Angeles, California	$1.85B	+$57.9M	25	10.47%	Increased
108	Canada Life Winnipeg, Manitoba, Canada	$1.84B	-$13.5M	45	4.46%	Reduced
109	Winslow Capital Management Minneapolis, Minnesota	$1.83B	-$585M	6	9.9%	Reduced
110	Hillhouse Investment Management Grand Cayman, Cayman Islands	$1.79B	-$948M	5	31.54%	Reduced
111	Harris Associates Chicago, Illinois	$1.7B	+$100M	4	2.84%	Increased
112	Edgewood Management Greenwich, Connecticut	$1.69B	-$96.4M	2	6.75%	Reduced
113	Chevy Chase Trust Bethesda, Maryland	$1.68B	-$14M	12	7.45%	Reduced
114	Sanders Capital West Palm Beach, Florida	$1.66B	-$27.4M	2	9.2%	Reduced
115	Korea Investment Corp Seoul, South Korea	$1.64B	-$72.2M	16	7.59%	Reduced
116	JSP Jackson Square Partners Larkspur, California	$1.63B	+$15.7M	10	8.17%	Increased
117	Bessemer Group Woodbridge, New Jersey	$1.62B	-$18.5M	25	6.31%	Reduced
118	DZ Bank Frankfurt Am Main, Germany	$1.62B	-$79.6M	18	6.27%	Reduced
119	Axa Paris, France	$1.6B	+$254M	23	6.39%	Increased
120	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.6B	+$121M	12	16.46%	Increased
121	Brown Advisory Baltimore, Maryland	$1.55B	-$9.41M	21	5.03%	Reduced
122	BNP Paribas Financial Markets Paris, France	$1.55B	+$417M	53	2.91%	Increased
123	Wellcome Trust London, United Kingdom	$1.55B	$0	3	23.32%	Maintained
124	Capital International Investors Los Angeles, California	$1.55B	-$102M	4	1.79%	Reduced
125	Macquarie Group Sydney, NSW 2000, Australia	$1.55B	-$78.5M	44	2.82%	Reduced