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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	$2.43B	+$133K	19	8.94%	Increased
102	Panagora Asset Management Boston, Massachusetts	$2.39B	+$71.7M	35	8.98%	Increased
103	Millennium Management New York	$2.38B	+$593M	61	2.92%	Increased
104	Federated Hermes Pittsburgh, Pennsylvania	$2.27B	+$1B	42	5.29%	Increased
105	Citigroup New York	$2.2B	-$302M	67	1.96%	Reduced
106	Dodge & Cox San Francisco, California	$2.18B	+$467M	8	1.67%	Increased
107	Edgewood Management Greenwich, Connecticut	$2.11B	-$266M	2	7.05%	Reduced
108	Canada Life Winnipeg, Manitoba, Canada	$2.11B	-$188M	48	5.01%	Reduced
109	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$2.08B	-$56.3M	1	89.56%	Reduced
110	Chevy Chase Trust Bethesda, Maryland	$2.06B	-$97.3M	13	8.53%	Reduced
111	Viking Global Investors Stamford, Connecticut	$2.04B	+$1.39B	5	11.29%	Increased
112	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.99B	+$13.8M	9	8.09%	Increased
113	Los Angeles Capital Management Los Angeles, California	$1.94B	-$126M	28	10.15%	Reduced
114	Bessemer Group Woodbridge, New Jersey	$1.93B	-$145M	25	7.18%	Reduced
115	Axa Paris, France	$1.92B	-$74.7M	25	7.06%	Reduced
116	Sanders Capital West Palm Beach, Florida	$1.89B	-$105M	2	9.54%	Reduced
117	CIBC Private Wealth Group Atlanta, Georgia	$1.88B	+$6.95M	16	7.12%	Increased
118	Korea Investment Corp Seoul, South Korea	$1.86B	-$127M	23	8.57%	Reduced
119	Winslow Capital Management Minneapolis, Minnesota	$1.86B	-$244M	6	9.2%	Reduced
120	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.83B	+$317M	13	10.71%	Increased
121	Brown Advisory Baltimore, Maryland	$1.81B	-$71.2M	24	5.15%	Reduced
122	Independent Franchise Partners London, United Kingdom	$1.77B	+$244M	4	16.98%	Increased
123	US Bancorp Minneapolis, Minnesota	$1.75B	-$12.1M	48	5.07%	Reduced
124	Vontobel Asset Management New York	$1.74B	-$369M	6	13.23%	Reduced
125	Ninety One (UK) London, United Kingdom	$1.72B	+$564M	5	6.41%	Increased