← 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	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.94B	+$164M	22	9.5%	Increased
102	ProShare Advisors Bethesda, Maryland	$2.93B	-$694M	48	11.25%	Reduced
103	Fayez Sarofim & Co Houston, Texas	$2.91B	-$55.3M	10	11.51%	Reduced
104	Primecap Management Pasadena, California	$2.85B	-$13.4M	9	2.76%	Reduced
105	NEAM New England Asset Management Farmington, Connecticut	$2.84B	+$686K	5	48.29%	Increased
106	Swedbank Stockholm, Sweden	$2.83B	+$87.1M	30	6.73%	Increased
107	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.82B	$0	10	7.66%	Maintained
108	State of Wisconsin Investment Board Madison, Wisconsin	$2.63B	-$491M	71	8.36%	Reduced
109	Chevy Chase Trust Bethesda, Maryland	$2.59B	+$50.8M	15	11.06%	Increased
110	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.58B	+$245M	34	8.3%	Increased
111	Brown Advisory Baltimore, Maryland	$2.55B	-$14.3M	26	4.96%	Reduced
112	JP Morgan Private Wealth Advisors San Francisco, California	$2.52B	+$97.1M	43	6.59%	Increased
113	Jane Street New York	$2.51B	+$181M	116	1.1%	Increased
114	Commonwealth Equity Services Waltham, Massachusetts	$2.5B	+$11.8M	51	6.44%	Increased
115	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.47B	-$80M	37	7.31%	Reduced
116	Cresset Asset Management Chicago, Illinois	$2.45B	-$41.8M	16	31.03%	Reduced
117	Lazard Asset Management New York	$2.43B	+$129M	58	3.56%	Increased
118	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.4B	-$72.4M	40	3.56%	Reduced
119	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.4B	+$38.8M	43	5.33%	Increased
120	SC US (TTGP) Menlo Park, California	$2.4B	$0	5	27.72%	Maintained
121	HighTower Advisors Chicago, Illinois	$2.39B	+$6.68M	43	6.41%	Increased
122	William Blair & Company Chicago, Illinois	$2.37B	+$34.6M	35	10.87%	Increased
123	Generation Investment Management London, United Kingdom	$2.35B	+$24.1M	5	13.93%	Increased
124	Harris Associates Chicago, Illinois	$2.34B	+$276M	8	3.93%	Increased
125	AQR Capital Management Greenwich, Connecticut	$2.32B	-$6.99M	47	5.67%	Reduced