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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	Lord, Abbett & Co Jersey City, New Jersey	$1.1B	+$9.36M	17	2.8%	Increased
127	Calamos Advisors Naperville, Illinois	$1.1B	-$46.1M	6	7.25%	Reduced
128	Amundi Asset Management US Boston, Massachusetts	$1.09B	+$9.44M	9	3.95%	Increased
129	Marsico Capital Management Denver, Colorado	$1.08B	+$42.9M	4	8.66%	Increased
130	Edgewood Management Greenwich, Connecticut	$1.05B	+$35.9M	2	9.67%	Increased
131	State of Michigan Retirement System Lansing, Michigan	$1.05B	-$215M	9	6.94%	Reduced
132	Swedbank Stockholm, Sweden	$1.04B	+$1.03B	1	8.06%	New
133	Capital International Investors Los Angeles, California	$1.03B	-$93M	5	2.1%	Reduced
134	Generation Investment Management London, United Kingdom	$1.01B	+$287M	6	14.58%	Increased
135	STRS Ohio Columbus, Ohio	$1.01B	-$12.4M	16	4.39%	Reduced
136	Bessemer Group Woodbridge, New Jersey	$1.01B	+$42.9M	16	5.43%	Increased
137	AQR Capital Management Greenwich, Connecticut	$997M	+$101M	23	2.09%	Increased
138	Panagora Asset Management Boston, Massachusetts	$996M	-$147M	26	5.09%	Reduced
139	Caledonia Investments (Australia) Sydney NSW, Australia	$996M	+$107M	3	63.86%	Increased
140	Independent Franchise Partners London, United Kingdom	$987M	-$62.3M	2	13.05%	Reduced
141	Artisan Partners Milwaukee, Wisconsin	$987M	-$147M	7	1.72%	Reduced
142	Epoch Investment Partners New York	$974M	+$4.62M	5	3.51%	Increased
143	Thornburg Investment Management Santa Fe, New Mexico	$973M	+$26.3M	9	4.87%	Increased
144	Sanders Capital West Palm Beach, Florida	$965M	+$38.1M	2	9.51%	Increased
145	Axa Paris, France	$963M	-$41M	16	3.86%	Reduced
146	GC Greenlight Capital New York	$950M	-$61.7M	1	12.62%	Reduced
147	Pictet Asset Management (UK) London, United Kingdom	$949M	+$20.5M	15	4.25%	Increased
148	abrdn Investment Management Edinburgh, United Kingdom	$940M	-$12M	11	3.71%	Reduced
149	Guggenheim Capital Chicago, Illinois	$939M	+$103M	31	2.36%	Increased
150	NFA Nationwide Fund Advisors Columbus, Ohio	$935M	-$9.33M	39	3.99%	Reduced