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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	D.E. Shaw & Co New York	$5.13B	-$1.82B	82	4.8%	Reduced
102	Canada Life Winnipeg, Manitoba, Canada	$5.12B	+$240M	49	9.63%	Increased
103	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.07B	+$326M	38	9.13%	Increased
104	APG Asset Management Amsterdam, Netherlands	$5.04B	-$477M	25	8.99%	Reduced
105	Allianz Asset Management Munich, Germany	$4.94B	+$430M	36	7.31%	Increased
106	Victory Capital Management San Antonio, Texas	$4.93B	-$41.7M	61	4.94%	Reduced
107	T. Rowe Price Investment Management Baltimore, Maryland	$4.86B	+$193M	9	3.07%	Increased
108	Pictet Asset Management Carouge, Switzerland	$4.8B	+$10.2M	48	5.5%	Increased
109	WCM Investment Management Laguna Beach, California	$4.77B	+$1.15B	10	11.28%	Increased
110	Korea Investment Corp Seoul, South Korea	$4.75B	+$19.8M	25	11.96%	Increased
111	Citadel Advisors Miami, Florida	$4.7B	+$398M	120	0.95%	Increased
112	Royal London Asset Management United Kingdom	$4.68B	-$66.9M	22	11.94%	Reduced
113	Winslow Capital Management Minneapolis, Minnesota	$4.5B	+$341M	5	16.24%	Increased
114	Corient Private Wealth Miami, Florida	$4.44B	+$178M	42	7.73%	Increased
115	US Bancorp Minneapolis, Minnesota	$4.32B	+$17.2M	69	5.89%	Increased
116	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.29B	-$259M	35	10.22%	Reduced
117	SEI Investments Oaks, Pennsylvania	$4.26B	+$465M	73	6.04%	Increased
118	Mariner Overland Park, Kansas	$4.13B	+$228M	51	8.01%	Increased
119	Bank of Nova Scotia Toronto, Ontario, Canada	$4.09B	+$133M	19	8.03%	Increased
120	BNP Paribas Asset Management Paris, France	$4.07B	+$194M	28	10.51%	Increased
121	Two Sigma Advisers New York	$4.05B	-$150M	76	9.03%	Reduced
122	Commonwealth Equity Services Waltham, Massachusetts	$3.99B	+$26.1M	47	6.31%	Increased
123	HighTower Advisors Chicago, Illinois	$3.98B	-$37.3M	51	6.15%	Reduced
124	Acadian Asset Management Boston, Massachusetts	$3.98B	+$1.13B	66	12.25%	Increased
125	William Blair Investment Management Chicago, Illinois	$3.96B	+$816M	16	10.38%	Increased