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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	Swedbank Stockholm, Sweden	$2.28B	+$349M	4	10.35%	Increased
102	Caledonia Investments (Australia) Sydney NSW, Australia	$2.27B	-$2.03M	5	55.16%	Reduced
103	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.22B	$0	1	52.68%	Maintained
104	BAMCO Inc New York	$2.2B	+$104M	14	9.03%	Increased
105	Canada Life Winnipeg, Manitoba, Canada	$2.17B	-$82.2M	36	5.15%	Reduced
106	First Trust Advisors Wheaton, Illinois	$2.17B	-$110M	49	4.09%	Reduced
107	Bessemer Group Woodbridge, New Jersey	$2.16B	+$67.8M	28	7.7%	Increased
108	Melvin Capital Management New York	$2.15B	+$438M	11	17.37%	Increased
109	TD Asset Management Toronto, Ontario, Canada	$2.14B	-$66.2M	28	3.28%	Reduced
110	CIBC Private Wealth Group Atlanta, Georgia	$2.13B	+$96.2M	21	7.49%	Increased
111	William Blair Investment Management Chicago, Illinois	$2.09B	-$138M	13	8.95%	Reduced
112	Two Sigma Advisers New York	$2.09B	+$60M	44	5.11%	Increased
113	Russell Investments Group London, United Kingdom	$2.06B	-$170M	55	3.99%	Reduced
114	US Bancorp Minneapolis, Minnesota	$2.04B	-$3.92M	55	5.57%	Reduced
115	Dodge & Cox San Francisco, California	$2B	-$189M	8	1.65%	Reduced
116	BNP Paribas Financial Markets Paris, France	$1.99B	-$89.9M	72	3.54%	Reduced
117	State of New Jersey Common Pension Fund D Trenton, New Jersey	$1.98B	-$268M	41	7.62%	Reduced
118	Lazard Asset Management New York	$1.96B	+$52.6M	30	3.22%	Increased
119	Chevy Chase Trust Bethesda, Maryland	$1.94B	-$17.5M	11	7.95%	Reduced
120	Gates Foundation Trust Kirkland, Washington	$1.92B	$0	2	9.04%	Maintained
121	D1 Capital Partners New York	$1.91B	+$443M	4	26.45%	Increased
122	Korea Investment Corp Seoul, South Korea	$1.9B	+$2.24M	22	8.01%	Increased
123	Harding Loevner Bridgewater, New Jersey	$1.89B	+$37.7M	7	8.92%	Increased
124	Brown Advisory Baltimore, Maryland	$1.87B	+$163M	17	5.26%	Increased
125	Panagora Asset Management Boston, Massachusetts	$1.86B	+$4.43M	40	8.56%	Increased