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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	$5.63B	-$38.5M	80	4.13%	Reduced
102	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.57B	$0	41	10.3%	Maintained
103	Korea Investment Corp Seoul, South Korea	$5.56B	+$17.1M	25	13.18%	Increased
104	CIBC Private Wealth Group Atlanta, Georgia	$5.52B	-$171M	54	10.01%	Reduced
105	Mackenzie Financial Toronto Ontario, Ontario, Canada	$5.46B	+$574M	42	7.44%	Increased
106	Royal London Asset Management United Kingdom	$5.43B	+$141M	23	13.25%	Increased
107	National Bank of Canada Montreal, Quebec, Canada	$5.35B	-$187M	59	5.66%	Reduced
108	SEI Investments Oaks, Pennsylvania	$5.31B	-$130M	75	6.82%	Reduced
109	Pictet Asset Management Carouge, Switzerland	$5.27B	-$60.9M	51	5.69%	Reduced
110	Mariner Overland Park, Kansas	$5.22B	+$143M	57	8.77%	Increased
111	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$5.17B	+$20M	7	19.33%	Increased
112	AQR Capital Management Greenwich, Connecticut	$5.1B	+$675M	69	6.57%	Increased
113	US Bancorp Minneapolis, Minnesota	$5.06B	-$7.87M	75	6.63%	Reduced
114	Corient Private Wealth Miami, Florida	$4.96B	-$50M	45	8.24%	Reduced
115	ProShare Advisors Bethesda, Maryland	$4.83B	+$383M	60	11.03%	Increased
116	William Blair Investment Management Chicago, Illinois	$4.82B	-$393M	15	11.76%	Reduced
117	Tiger Global Management New York	$4.81B	+$701M	13	18.2%	Increased
118	Danske Bank Copenhagen K, Denmark	$4.78B	+$806M	37	14.3%	Increased
119	HighTower Advisors Chicago, Illinois	$4.77B	+$157M	45	6.52%	Increased
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$4.77B	-$72.2M	31	11.2%	Reduced
121	APG Asset Management Amsterdam, Netherlands	$4.72B	+$4.33B	23	13.15%	Increased
122	Bank of Nova Scotia Toronto, Ontario, Canada	$4.63B	-$250M	25	8.08%	Reduced
123	Aviva London, United Kingdom	$4.61B	+$101M	31	11.98%	Increased
124	Commonwealth Equity Services Waltham, Massachusetts	$4.58B	+$58.2M	51	6.69%	Increased
125	Primecap Management Pasadena, California	$4.56B	+$249M	13	3.53%	Increased