← All themes

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	Fayez Sarofim & Co Houston, Texas	$2.9B	-$38.2M	10	10.6%	Reduced
102	NEAM New England Asset Management Farmington, Connecticut	$2.81B	+$558K	5	47.39%	Increased
103	Russell Investments Group London, United Kingdom	$2.77B	+$169M	78	5.65%	Increased
104	APG Asset Management Amsterdam, Netherlands	$2.77B	-$579M	28	6.48%	Reduced
105	Flossbach Von Storch Cologne, Germany	$2.75B	+$448M	11	9.22%	Increased
106	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.74B	-$52.5M	22	8.51%	Reduced
107	Aberdeen Group Edinburgh, United Kingdom	$2.72B	+$48.8M	35	8.55%	Increased
108	Dodge & Cox San Francisco, California	$2.71B	+$122M	10	1.88%	Increased
109	Swedbank Stockholm, Sweden	$2.7B	-$452M	32	6.09%	Reduced
110	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.6B	-$86.7M	37	4.85%	Reduced
111	Arrowstreet Capital Boston, Massachusetts	$2.59B	+$226M	36	3.67%	Increased
112	Brown Advisory Baltimore, Maryland	$2.58B	-$293M	25	4.85%	Reduced
113	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.57B	+$60.7M	31	7.06%	Increased
114	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.55B	-$10.9M	44	4.24%	Reduced
115	Chevy Chase Trust Bethesda, Maryland	$2.49B	-$26.1M	14	10.28%	Reduced
116	Jane Street New York	$2.48B	-$600M	116	1.05%	Reduced
117	Commonwealth Equity Services Waltham, Massachusetts	$2.45B	+$28.5M	54	6.38%	Increased
118	Cresset Asset Management Chicago, Illinois	$2.44B	-$11.3M	18	29.97%	Reduced
119	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.44B	+$156M	40	7.09%	Increased
120	Temasek Holdings Singapore	$2.43B	-$43.8M	12	13.29%	Reduced
121	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.39B	-$255M	43	3.32%	Reduced
122	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.38B	+$509M	10	5.78%	Increased
123	HighTower Advisors Chicago, Illinois	$2.38B	+$16.8M	42	6.14%	Increased
124	JP Morgan Private Wealth Advisors San Francisco, California	$2.37B	+$59.8M	43	6.07%	Increased
125	Assenagon Asset Management Senningerberg, Luxembourg	$2.34B	-$642M	43	8.67%	Reduced