← 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
126	CCI Columbus Circle Investors	$813M	-$52.8M	8	5.76%	Reduced
127	Westfield Capital Management Boston, Massachusetts	$807M	-$21.3M	7	5.16%	Reduced
128	Wilmington Trust Wilmington, Delaware	$792M	+$502M	10	13.86%	Increased
129	USAA United Services Automobile Association San Antonio, Texas	$789M	+$7.32M	11	3.37%	Increased
130	Nordea Investment Management Stockholm, Sweden	$780M	+$44.9M	13	4.35%	Increased
131	Gateway Investment Advisers Cincinnati, Ohio	$780M	-$29.9M	8	6.64%	Reduced
132	abrdn Investment Management Edinburgh, United Kingdom	$764M	+$50.8M	9	4.43%	Increased
133	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$762M	-$9.09M	18	4.09%	Reduced
134	MC Montag & Caldwell Atlanta, Georgia	$761M	-$120M	4	5.73%	Reduced
135	Lansdowne Partners Limited Partnership London, United Kingdom	$744M	+$16.6M	1	8.12%	Increased
136	NFA Nationwide Fund Advisors Columbus, Ohio	$720M	+$23.6M	37	3.24%	Increased
137	1832 Asset Management Toronto, Ontario, Canada	$717M	+$139M	7	3.18%	Increased
138	TCW Group Los Angeles, California	$714M	+$6.39M	9	3.3%	Increased
139	NMC NEA Management Company Timonium, Maryland	$711M	-$329M	2	28.19%	Reduced
140	Wasatch Advisors Salt Lake City, Utah	$708M	+$80.6M	12	7.34%	Increased
141	Alkeon Capital Management New York	$690M	+$166M	6	13.46%	Increased
142	Epoch Investment Partners New York	$684M	+$87.5M	3	3.05%	Increased
143	Retirement Systems of Alabama Montgomery, Alabama	$674M	-$9.7M	12	4.28%	Reduced
144	Axa Paris, France	$666M	-$170M	13	3.28%	Reduced
145	JP Jana Partners New York	$666M	+$11.3M	3	7.66%	Increased
146	State of Michigan Retirement System Lansing, Michigan	$666M	+$9.04M	9	5.83%	Increased
147	Janus Henderson Group London,	$662M	+$61.6M	10	7.3%	Increased
148	Canada Life Winnipeg, Manitoba, Canada	$650M	+$424M	18	2.57%	Increased
149	Guggenheim Capital Chicago, Illinois	$633M	+$135M	29	2.27%	Increased
150	Edgewood Management Greenwich, Connecticut	$629M	-$80.4M	3	7.87%	Reduced