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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	Hillhouse Investment Management Grand Cayman, Cayman Islands	$2.16B	+$458M	5	36.76%	Increased
102	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.15B	-$2.03B	43	0.74%	Reduced
103	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.12B	-$40.2M	19	8.01%	Reduced
104	USAA United Services Automobile Association San Antonio, Texas	$2.11B	-$66.4M	34	5.6%	Reduced
105	Dodge & Cox San Francisco, California	$2.07B	+$296M	7	1.66%	Increased
106	Edgewood Management Greenwich, Connecticut	$2.03B	+$42.4M	2	7.37%	Increased
107	Carmignac Gestion Paris, France	$2.02B	-$567M	7	15.06%	Reduced
108	Canada Life Winnipeg, Manitoba, Canada	$2.01B	+$14.4M	46	4.72%	Increased
109	Panagora Asset Management Boston, Massachusetts	$1.98B	-$161M	35	7.84%	Reduced
110	BNP Paribas Financial Markets Paris, France	$1.96B	+$278M	59	3.26%	Increased
111	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.96B	+$202M	14	18.53%	Increased
112	Winslow Capital Management Minneapolis, Minnesota	$1.92B	-$125M	4	10.07%	Reduced
113	DZ Bank Frankfurt Am Main, Germany	$1.83B	+$6.27M	15	6.77%	Increased
114	Artisan Partners Milwaukee, Wisconsin	$1.83B	+$281M	8	3.68%	Increased
115	Chevy Chase Trust Bethesda, Maryland	$1.83B	-$24.7M	13	7.93%	Reduced
116	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.83B	+$230M	13	11.73%	Increased
117	Los Angeles Capital Management Los Angeles, California	$1.83B	-$182M	25	10.12%	Reduced
118	Bessemer Group Woodbridge, New Jersey	$1.8B	+$1.61M	23	7%	Increased
119	Axa Paris, France	$1.8B	+$60.3M	27	6.91%	Increased
120	Citadel Advisors Miami, Florida	$1.78B	+$529M	63	0.87%	Increased
121	Korea Investment Corp Seoul, South Korea	$1.75B	-$43.1M	22	7.97%	Reduced
122	Brown Advisory Baltimore, Maryland	$1.71B	-$10.6M	24	5.25%	Reduced
123	Sanders Capital West Palm Beach, Florida	$1.7B	-$81.4M	2	9.12%	Reduced
124	Capital International Investors Los Angeles, California	$1.7B	+$3.45M	4	1.92%	Increased
125	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.68B	+$73.4M	10	7.58%	Increased