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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	$3.55B	-$39.3M	65	7.91%	Reduced
102	Winslow Capital Management Minneapolis, Minnesota	$3.47B	-$321M	4	16.9%	Reduced
103	Lazard Asset Management New York	$3.46B	+$340M	34	5.32%	Increased
104	Korea Investment Corp Seoul, South Korea	$3.46B	+$50.2M	22	12.7%	Increased
105	State of Wisconsin Investment Board Madison, Wisconsin	$3.45B	+$67.7M	35	9.55%	Increased
106	Magellan Asset Management Sydney, Australia	$3.45B	+$398M	3	10.32%	Increased
107	Victory Capital Management San Antonio, Texas	$3.38B	-$40.7M	43	4.58%	Reduced
108	Davis Selected Advisers Tucson, Arizona	$3.34B	-$46.6M	5	19.31%	Reduced
109	First Trust Advisors Wheaton, Illinois	$3.34B	+$232M	43	5.78%	Increased
110	Temasek Holdings Singapore	$3.23B	-$2.48B	6	19.31%	Reduced
111	Artisan Partners Milwaukee, Wisconsin	$3.16B	+$7.23M	10	5.06%	Increased
112	HA HHLR Advisors Grand Cayman, Cayman Islands	$3.12B	+$203M	12	28.51%	Increased
113	Viking Global Investors Stamford, Connecticut	$3.1B	-$1.55B	6	13.41%	Reduced
114	Pictet Asset Management (UK) London, United Kingdom	$3.04B	+$266M	36	5.24%	Increased
115	Stifel Financial St. Louis, Missouri	$3.04B	+$28.6M	38	6.98%	Increased
116	Whale Rock Capital Management Boston, Massachusetts	$3.02B	+$226M	9	24.05%	Increased
117	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.96B	-$937M	72	0.71%	Reduced
118	Lone Pine Capital Greenwich, Connecticut	$2.95B	-$1.98B	3	14.92%	Reduced
119	Aperio Group Sausalito, California	$2.88B	+$44.6M	48	10.63%	Increased
120	Freestone Capital Holdings Seattle, Washington	$2.81B	+$3.07M	11	32.94%	Increased
121	H&H International Investment Palo Alto, California	$2.79B	+$28.4M	2	53.89%	Increased
122	Chevy Chase Trust Bethesda, Maryland	$2.78B	-$155M	12	11.29%	Reduced
123	US Bancorp Minneapolis, Minnesota	$2.77B	+$7.07M	64	7.28%	Increased
124	Brown Advisory Baltimore, Maryland	$2.75B	-$107M	22	6.41%	Reduced
125	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.73B	-$103M	38	11.4%	Reduced