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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	State of Wisconsin Investment Board Madison, Wisconsin	$4.34B	+$38.3M	52	8.99%	Increased
102	Aberdeen Group Edinburgh, United Kingdom	$4.32B	-$4.1M	38	9.73%	Reduced
103	Assenagon Asset Management Senningerberg, Luxembourg	$4.28B	+$1.17B	33	13.68%	Increased
104	Jane Street New York	$4.28B	-$452M	108	1.51%	Reduced
105	Natixis Paris, France	$4.26B	+$89.1M	34	14.71%	Increased
106	Swedbank Stockholm, Sweden	$4.24B	-$175M	32	7.92%	Reduced
107	Victory Capital Management San Antonio, Texas	$4.19B	-$112M	56	4.1%	Reduced
108	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.16B	-$201M	24	9.22%	Reduced
109	Citadel Advisors Miami, Florida	$4.1B	+$619M	138	0.85%	Increased
110	CIBC Private Wealth Group Atlanta, Georgia	$4.06B	+$132M	20	9.46%	Increased
111	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$4.03B	+$761M	8	9.21%	Increased
112	First Trust Advisors Wheaton, Illinois	$4.03B	-$165M	56	4.33%	Reduced
113	Canada Life Winnipeg, Manitoba, Canada	$3.97B	-$269M	69	9.23%	Reduced
114	Polen Capital Management Boca Raton, Florida	$3.97B	+$1.36B	10	7.28%	Increased
115	Flossbach Von Storch Cologne, Germany	$3.91B	+$1.05B	11	11.39%	Increased
116	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$3.86B	+$4.2B	48	4.26%	New
117	AQR Capital Management Greenwich, Connecticut	$3.84B	-$1.33B	49	7.12%	Reduced
118	SCGE Management Menlo Park, California	$3.82B	-$70.7M	9	35.4%	Reduced
119	US Bancorp Minneapolis, Minnesota	$3.8B	-$11.9M	84	7.15%	Reduced
120	Magellan Asset Management Sydney, Australia	$3.77B	+$1.82B	4	7.53%	Increased
121	LPL Financial San Diego, California	$3.7B	+$191M	66	3.47%	Increased
122	VOYA Investment Management Atlanta, Georgia	$3.69B	-$578M	65	7.39%	Reduced
123	D1 Capital Partners New York	$3.65B	+$74.5M	8	20.39%	Increased
124	Temasek Holdings Singapore	$3.63B	-$247M	10	12.72%	Reduced
125	Maverick Capital Dallas, Texas	$3.62B	-$252M	26	36.48%	Reduced