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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	Caledonia Investments (Australia) Sydney NSW, Australia	$1.21B	+$123M	3	91.66%	Increased
127	Swedbank Stockholm, Sweden	$1.2B	+$51.1M	1	8.83%	Increased
128	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.18B	+$35.9M	3	1.61%	Increased
129	Panagora Asset Management Boston, Massachusetts	$1.18B	+$46.4M	24	5.93%	Increased
130	Credit Agricole Montrouge Cedex, France	$1.18B	-$49.2M	18	5.54%	Reduced
131	abrdn Investment Management Edinburgh, United Kingdom	$1.18B	-$43.1M	7	4.97%	Reduced
132	Amundi Asset Management US Boston, Massachusetts	$1.17B	+$46.3M	12	4.29%	Increased
133	Millennium Management New York	$1.12B	+$105M	48	2.12%	Increased
134	Capital International Investors Los Angeles, California	$1.12B	+$22.8M	6	1.9%	Increased
135	Axa Paris, France	$1.11B	+$59.3M	14	4.43%	Increased
136	STRS Ohio Columbus, Ohio	$1.1B	-$13.4M	19	4.82%	Reduced
137	NFA Nationwide Fund Advisors Columbus, Ohio	$1.09B	+$78.4M	44	4.49%	Increased
138	Boston Partners Boston, Massachusetts	$1.08B	-$126M	9	1.55%	Reduced
139	Calamos Advisors Naperville, Illinois	$1.06B	-$52M	8	6.55%	Reduced
140	Edgewood Management Greenwich, Connecticut	$1.06B	-$27.7M	2	8.79%	Reduced
141	Pictet Asset Management (UK) London, United Kingdom	$1.05B	+$24.2M	16	4.31%	Increased
142	Fayez Sarofim & Co Houston, Texas	$1.05B	-$45.2M	9	5.36%	Reduced
143	Marsico Capital Management Denver, Colorado	$1.01B	-$81.7M	5	8.94%	Reduced
144	Chevy Chase Trust Bethesda, Maryland	$999M	+$11.8M	8	5.98%	Increased
145	Wellcome Trust London, United Kingdom	$995M	+$93.3M	3	20.14%	Increased
146	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$992M	-$14.8M	28	5.71%	Reduced
147	Sanders Capital West Palm Beach, Florida	$991M	+$112K	2	9.34%	Increased
148	Arrowstreet Capital Boston, Massachusetts	$989M	+$451M	17	5.59%	Increased
149	Renaissance Technologies New York	$985M	-$295M	42	2.24%	Reduced
150	State of Michigan Retirement System Lansing, Michigan	$974M	+$68.4M	9	6.77%	Increased