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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	Macquarie Group Sydney, NSW 2000, Australia	$1.06B	+$4.7M	20	2.27%	Increased
127	Artisan Partners Milwaukee, Wisconsin	$1.03B	-$214M	11	1.84%	Reduced
128	Viking Global Investors Stamford, Connecticut	$1.01B	+$810M	1	4.06%	Increased
129	Amundi Asset Management US Boston, Massachusetts	$1.01B	-$67.2M	10	3.8%	Reduced
130	Lord, Abbett & Co Jersey City, New Jersey	$1B	-$231M	16	2.51%	Reduced
131	Independent Franchise Partners London, United Kingdom	$993M	+$61M	2	13.79%	Increased
132	Edgewood Management Greenwich, Connecticut	$990M	+$95.8M	2	9.93%	Increased
133	Caledonia Investments (Australia) Sydney NSW, Australia	$972M	+$113M	3	60.3%	Increased
134	LPU Lansdowne Partners (UK) London, United Kingdom	$956M	+$221M	4	8.59%	Increased
135	Parnassus Investments San Francisco, California	$955M	+$231M	5	8.17%	Increased
136	STRS Ohio Columbus, Ohio	$950M	-$12.8M	17	4.19%	Reduced
137	Axa Paris, France	$928M	+$6.7M	17	3.97%	Increased
138	GC Greenlight Capital New York	$924M	-$27.5M	1	13.33%	Reduced
139	Marsico Capital Management Denver, Colorado	$913M	+$834M	4	7.14%	Increased
140	Bessemer Group Woodbridge, New Jersey	$897M	+$22.6M	15	5.09%	Increased
141	abrdn Investment Management Edinburgh, United Kingdom	$896M	-$11.7M	12	3.4%	Reduced
142	Third Point New York	$895M	+$884M	2	10.27%	New
143	Epoch Investment Partners New York	$887M	+$155M	5	3.45%	Increased
144	Gates Foundation Trust Kirkland, Washington	$887M	$0	1	4.09%	Maintained
145	M&T Bank Buffalo, New York	$887M	+$761M	19	5.7%	Increased
146	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$883M	-$226M	9	3.09%	Reduced
147	NFA Nationwide Fund Advisors Columbus, Ohio	$871M	-$10.4M	37	3.68%	Reduced
148	Pictet Asset Management (UK) London, United Kingdom	$860M	+$85M	17	4.14%	Increased
149	Gateway Investment Advisers Cincinnati, Ohio	$857M	-$31.8M	9	6.75%	Reduced
150	Thornburg Investment Management Santa Fe, New Mexico	$843M	+$307M	10	3.8%	Increased