← 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	$3.71B	+$312M	8	12.53%	Increased
102	Pictet Asset Management Carouge, Switzerland	$3.71B	+$3.87B	48	4.57%	New
103	CIBC Private Wealth Group Atlanta, Georgia	$3.69B	-$223M	21	8.72%	Reduced
104	Lazard Asset Management New York	$3.68B	+$2.92M	49	5.01%	Increased
105	Mirae Asset Global Investments Seoul, South Korea	$3.67B	-$200M	74	8.08%	Reduced
106	Allianz Asset Management Munich, Germany	$3.53B	-$12.8M	37	5.95%	Reduced
107	US Bancorp Minneapolis, Minnesota	$3.48B	+$12.4M	68	5.7%	Increased
108	Royal London Asset Management United Kingdom	$3.46B	+$198M	22	11.2%	Increased
109	HighTower Advisors Chicago, Illinois	$3.41B	+$162M	42	6.4%	Increased
110	Russell Investments Group London, United Kingdom	$3.39B	-$11M	84	6.72%	Reduced
111	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.34B	-$30.4M	43	7.7%	Reduced
112	Jane Street New York	$3.3B	-$2.42B	108	1.06%	Reduced
113	ProShare Advisors Bethesda, Maryland	$3.2B	-$392M	43	9.96%	Reduced
114	Millennium Management New York	$3.19B	-$290M	113	1.61%	Reduced
115	Primecap Management Pasadena, California	$3.15B	+$13.9M	11	2.66%	Increased
116	Corient Private Wealth Miami, Florida	$3.14B	+$43.7M	38	7.22%	Increased
117	Independent Franchise Partners London, United Kingdom	$3.08B	-$27M	6	26.69%	Reduced
118	Winslow Capital Management Minneapolis, Minnesota	$3.06B	-$39.3M	6	14.57%	Reduced
119	Commonwealth Equity Services Waltham, Massachusetts	$3.06B	-$30.6M	53	6.34%	Reduced
120	Osaic Holdings Scottsdale, Arizona	$3.05B	+$599M	126	4.51%	Increased
121	Allspring Global Investments Charlotte, North Carolina	$3.03B	-$156M	68	5.39%	Reduced
122	Mariner Overland Park, Kansas	$2.88B	+$95.8M	53	7.71%	Increased
123	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.86B	-$4.21M	34	5.18%	Reduced
124	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.85B	-$145M	45	4.71%	Reduced
125	Chevy Chase Trust Bethesda, Maryland	$2.83B	-$46.8M	14	11.16%	Reduced