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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	Russell Investments Group London, United Kingdom	$2.23B	-$361M	57	4.17%	Reduced
102	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.22B	+$145M	10	7.43%	Increased
103	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.21B	+$10.7M	22	8.21%	Increased
104	TD Asset Management Toronto, Ontario, Canada	$2.17B	-$123M	27	3.26%	Reduced
105	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.16B	+$37.6M	17	11.44%	Increased
106	Canada Life Winnipeg, Manitoba, Canada	$2.16B	+$1.36B	57	4.93%	Increased
107	BAMCO Inc New York	$2.11B	+$61.7M	15	8.45%	Increased
108	Two Sigma Advisers New York	$2.1B	+$472M	44	5.23%	Increased
109	USAA United Services Automobile Association San Antonio, Texas	$2.09B	-$58.4M	35	5.21%	Reduced
110	Bessemer Group Woodbridge, New Jersey	$2.09B	+$490M	27	7.05%	Increased
111	DZ Bank Frankfurt Am Main, Germany	$2.05B	-$110M	17	6.34%	Reduced
112	BNP Paribas Financial Markets Paris, France	$2.05B	+$624M	68	4.08%	Increased
113	CIBC Private Wealth Group Atlanta, Georgia	$2.01B	+$148M	23	7.04%	Increased
114	US Bancorp Minneapolis, Minnesota	$1.95B	-$7.63M	52	5.42%	Reduced
115	Swedbank Stockholm, Sweden	$1.91B	-$191M	4	8.68%	Reduced
116	Ninety One (UK) London, United Kingdom	$1.91B	-$273M	6	7.27%	Reduced
117	Chevy Chase Trust Bethesda, Maryland	$1.9B	-$14.6M	11	7.86%	Reduced
118	WCM Investment Management Laguna Beach, California	$1.87B	-$183M	8	11.72%	Reduced
119	Harding Loevner Bridgewater, New Jersey	$1.87B	+$246M	7	8.57%	Increased
120	Korea Investment Corp Seoul, South Korea	$1.84B	+$12M	22	7.9%	Increased
121	Panagora Asset Management Boston, Massachusetts	$1.81B	-$36.2M	42	8.1%	Reduced
122	Axa Paris, France	$1.81B	+$124M	27	7.05%	Increased
123	Lazard Asset Management New York	$1.8B	-$366M	22	2.93%	Reduced
124	Melvin Capital Management New York	$1.79B	+$811M	8	18.34%	Increased
125	Brown Advisory Baltimore, Maryland	$1.77B	-$69.6M	18	5.06%	Reduced