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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	Ninety One (UK) London, United Kingdom	$2.75B	-$109M	6	9.11%	Reduced
102	Adage Capital Partners Boston, Massachusetts	$2.66B	-$213M	10	6.54%	Reduced
103	Russell Investments Group London, United Kingdom	$2.66B	+$208M	59	4.96%	Increased
104	TD Asset Management Toronto, Ontario, Canada	$2.58B	+$68.9M	30	3.75%	Increased
105	CIBC Private Wealth Group Atlanta, Georgia	$2.57B	+$66.1M	22	8.37%	Increased
106	Lazard Asset Management New York	$2.51B	+$89.7M	29	3.58%	Increased
107	Stifel Financial St. Louis, Missouri	$2.45B	+$302M	42	5.11%	Increased
108	Commerzbank Aktiengesellschaft Frankfurt, Germany	$2.45B	-$523M	13	23.82%	Reduced
109	Bessemer Group Woodbridge, New Jersey	$2.4B	-$141M	24	7.78%	Reduced
110	Korea Investment Corp Seoul, South Korea	$2.38B	+$116M	21	8.67%	Increased
111	Canada Life Winnipeg, Manitoba, Canada	$2.37B	-$160M	58	5.16%	Reduced
112	First Trust Advisors Wheaton, Illinois	$2.33B	+$61.7M	48	3.98%	Increased
113	BAMCO Inc New York	$2.31B	-$57.8M	14	8.84%	Reduced
114	Vontobel Asset Management New York	$2.31B	+$365M	7	14.66%	Increased
115	US Bancorp Minneapolis, Minnesota	$2.3B	-$64.9M	59	5.88%	Reduced
116	Chevy Chase Trust Bethesda, Maryland	$2.25B	-$22.2M	19	8.52%	Reduced
117	Wellcome Trust London, United Kingdom	$2.23B	+$3.38M	4	29.89%	Increased
118	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.23B	-$94M	40	8.4%	Reduced
119	Brown Advisory Baltimore, Maryland	$2.22B	+$89M	20	5.64%	Increased
120	William Blair Investment Management Chicago, Illinois	$2.21B	-$183M	12	8.82%	Reduced
121	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.17B	$0	1	99.25%	Maintained
122	WCM Investment Management Laguna Beach, California	$2.14B	+$32M	7	11.49%	Increased
123	Dodge & Cox San Francisco, California	$2.1B	-$71.9M	8	1.61%	Reduced
124	Aperio Group Sausalito, California	$2.09B	+$54.1M	44	7.52%	Increased
125	ProShare Advisors Bethesda, Maryland	$2.06B	+$105M	40	9.52%	Increased