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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	US Bancorp Minneapolis, Minnesota	$3.41B	-$84.6M	80	5.76%	Reduced
102	Primecap Management Pasadena, California	$3.35B	+$150M	9	2.92%	Increased
103	Fayez Sarofim & Co Houston, Texas	$3.32B	+$70.9M	10	11.61%	Increased
104	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.24B	-$2.65M	9	9.13%	Reduced
105	Assenagon Asset Management Senningerberg, Luxembourg	$3.23B	+$634M	33	11.45%	Increased
106	Russell Investments Group London, United Kingdom	$3.19B	-$78.7M	72	6.26%	Reduced
107	Allspring Global Investments Charlotte, North Carolina	$3.11B	-$83M	76	5.15%	Reduced
108	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$3.1B	+$131M	45	3.87%	Increased
109	Jane Street New York	$3.07B	+$725M	111	1.26%	Increased
110	Lazard Asset Management New York	$3.06B	+$197M	52	4.01%	Increased
111	BNP Paribas Financial Markets Paris, France	$3.05B	+$17.3M	65	4.27%	Increased
112	Brown Advisory Baltimore, Maryland	$3.05B	+$373M	25	5.16%	Increased
113	Harris Associates Chicago, Illinois	$3.04B	+$105M	7	5.9%	Increased
114	HighTower Advisors Chicago, Illinois	$2.97B	+$37.8M	41	6.47%	Increased
115	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.97B	-$21.6M	33	7.47%	Reduced
116	Alkeon Capital Management New York	$2.93B	+$532M	14	6.45%	Increased
117	SC US (TTGP) Menlo Park, California	$2.86B	-$102M	5	33.76%	Reduced
118	Commonwealth Equity Services Waltham, Massachusetts	$2.86B	+$34.1M	48	6%	Increased
119	State of Wisconsin Investment Board Madison, Wisconsin	$2.84B	+$38.6M	64	8.45%	Increased
120	Renaissance Technologies New York	$2.79B	-$1.36B	122	3.7%	Reduced
121	JP Morgan Private Wealth Advisors San Francisco, California	$2.79B	+$36.6M	39	5.92%	Increased
122	Millennium Management New York	$2.77B	+$236M	113	1.59%	Increased
123	Sanders Capital West Palm Beach, Florida	$2.76B	+$57.4M	1	6.54%	Increased
124	Independent Franchise Partners London, United Kingdom	$2.75B	+$411M	6	24.74%	Increased
125	Axa Paris, France	$2.68B	+$107M	27	9.21%	Increased