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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	STRS Ohio Columbus, Ohio	$910M	-$136M	18	4.05%	Reduced
127	GC Greenlight Capital New York	$878M	-$383M	1	12.24%	Reduced
128	Axa Paris, France	$878M	+$35.3M	16	3.65%	Increased
129	Arrowstreet Capital Boston, Massachusetts	$875M	+$682M	7	4.5%	Increased
130	abrdn Investment Management Edinburgh, United Kingdom	$873M	-$152M	9	3.9%	Reduced
131	Gates Foundation Trust Kirkland, Washington	$871M	$0	1	4.36%	Maintained
132	Edgewood Management Greenwich, Connecticut	$865M	+$67.9M	3	8.77%	Increased
133	Discovery Capital Management South Norwalk, Connecticut	$860M	-$46.9M	3	8.22%	Reduced
134	Eagle Capital Management (New York) New York	$856M	-$45.4M	2	3.39%	Reduced
135	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$853M	+$146M	9	6.8%	Increased
136	NFA Nationwide Fund Advisors Columbus, Ohio	$849M	+$472M	37	3.45%	Increased
137	Gateway Investment Advisers Cincinnati, Ohio	$846M	-$7.86M	9	6.61%	Reduced
138	Independent Franchise Partners London, United Kingdom	$845M	+$136M	2	12.87%	Increased
139	Canada Life Winnipeg, Manitoba, Canada	$834M	+$14.1M	30	2.73%	Increased
140	ING Group Amsterdam, Netherlands	$833M	-$17.7M	8	4.21%	Reduced
141	Bessemer Group Woodbridge, New Jersey	$822M	+$69.7M	16	5.05%	Increased
142	CCI Columbus Circle Investors	$801M	-$143M	9	5.48%	Reduced
143	Sanders Capital West Palm Beach, Florida	$801M	+$169M	2	8.92%	Increased
144	AQR Capital Management Greenwich, Connecticut	$787M	+$63.2M	24	2.12%	Increased
145	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$786M	-$56.3M	22	4.43%	Reduced
146	TCW Group Los Angeles, California	$778M	-$23.3M	11	3.2%	Reduced
147	State of Tennessee, Department of Treasury Nashville, Tennessee	$775M	-$25.1M	15	4.38%	Reduced
148	Retirement Systems of Alabama Montgomery, Alabama	$766M	+$2.11M	9	4.27%	Increased
149	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$766M	-$39.5M	8	2.1%	Reduced
150	Wasatch Advisors Salt Lake City, Utah	$763M	+$2.07M	15	7.41%	Increased