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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
126	CCI Columbus Circle Investors	$725M	+$742M	8	5.83%	New
127	Schroder Investment Management Group London, United Kingdom	$722M	+$747M	16	1.91%	New
128	Gateway Investment Advisers Cincinnati, Ohio	$720M	+$750M	6	6.26%	New
129	Westfield Capital Management Boston, Massachusetts	$716M	+$736M	6	4.92%	New
130	USAA United Services Automobile Association San Antonio, Texas	$698M	+$722M	10	3.25%	New
131	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$684M	+$715M	16	3.87%	New
132	Citadel Advisors Miami, Florida	$677M	+$706M	29	1.16%	New
133	Nordea Investment Management Stockholm, Sweden	$660M	+$695M	10	4.1%	New
134	Lansdowne Partners Limited Partnership London, United Kingdom	$646M	+$619M	1	8.15%	New
135	TCW Group Los Angeles, California	$627M	+$632M	8	3.09%	New
136	Lord, Abbett & Co Jersey City, New Jersey	$626M	+$593M	14	1.45%	New
137	ING Group Amsterdam, Netherlands	$618M	+$661M	6	3.27%	New
138	abrdn Investment Management Edinburgh, United Kingdom	$618M	+$651M	8	3.92%	New
139	Edgewood Management Greenwich, Connecticut	$617M	+$624M	3	8.3%	New
140	NFA Nationwide Fund Advisors Columbus, Ohio	$613M	+$634M	34	3.23%	New
141	Thornburg Investment Management Santa Fe, New Mexico	$610M	+$618M	7	2.78%	New
142	Retirement Systems of Alabama Montgomery, Alabama	$604M	+$629M	11	4.05%	New
143	Wasatch Advisors Salt Lake City, Utah	$575M	+$588M	11	6.3%	New
144	Fiduciary Management Inc Milwaukee, Wisconsin	$573M	+$592M	1	3.57%	New
145	State of Michigan Retirement System Lansing, Michigan	$569M	+$601M	8	5.22%	New
146	Natixis Paris, France	$568M	+$604M	9	8.11%	New
147	PGGM Investments Zeist, Netherlands	$567M	+$591M	5	3.34%	New
148	SAC Capital Advisors Stamford, Connecticut	$564M	+$551M	21	3.1%	New
149	Loomis, Sayles & Company Boston, Massachusetts	$564M	+$562M	13	2.01%	New
150	Maverick Capital Dallas, Texas	$561M	+$586M	2	7.59%	New