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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	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.18B	-$3.64M	15	12.46%	Reduced
102	Lazard Asset Management New York	$2.16B	-$107M	19	3.53%	Reduced
103	DZ Bank Frankfurt Am Main, Germany	$2.12B	+$751M	17	6.89%	Increased
104	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.1B	-$68.3M	22	7.87%	Reduced
105	USAA United Services Automobile Association San Antonio, Texas	$2.08B	+$13.6M	36	5.35%	Increased
106	Swedbank Stockholm, Sweden	$2.04B	+$90.7M	4	9.69%	Increased
107	Winslow Capital Management Minneapolis, Minnesota	$2.02B	+$511M	5	10.92%	Increased
108	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.97B	-$2.59B	46	0.81%	Reduced
109	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.95B	+$66.3M	9	7.49%	Increased
110	Chevy Chase Trust Bethesda, Maryland	$1.92B	+$27.3M	11	7.94%	Increased
111	Ninety One (UK) London, United Kingdom	$1.84B	+$428M	6	7.28%	Increased
112	Brown Advisory Baltimore, Maryland	$1.8B	+$64.9M	25	5.11%	Increased
113	BAMCO Inc New York	$1.8B	+$95.4M	14	7.63%	Increased
114	US Bancorp Minneapolis, Minnesota	$1.8B	+$17.6M	51	5.18%	Increased
115	Panagora Asset Management Boston, Massachusetts	$1.76B	-$203M	41	7.83%	Reduced
116	CIBC Private Wealth Group Atlanta, Georgia	$1.75B	+$19.8M	18	6.76%	Increased
117	Korea Investment Corp Seoul, South Korea	$1.74B	+$66.5M	21	7.83%	Increased
118	Wellcome Trust London, United Kingdom	$1.74B	+$26.6M	4	28.16%	Increased
119	Los Angeles Capital Management Los Angeles, California	$1.69B	+$40.2M	29	9.38%	Increased
120	Harding Loevner Bridgewater, New Jersey	$1.68B	+$136M	6	7.88%	Increased
121	Harris Associates Chicago, Illinois	$1.67B	+$1.48M	5	3.06%	Increased
122	MetLife Investment Management Whippany, New Jersey	$1.65B	+$1.01B	37	4.94%	Increased
123	Axa Paris, France	$1.65B	-$58.4M	25	6.45%	Reduced
124	Gates Foundation Trust Kirkland, Washington	$1.64B	$0	2	7.84%	Maintained
125	Eagle Capital Management (New York) New York	$1.62B	-$130M	1	6.13%	Reduced