← 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	STRS Ohio Columbus, Ohio	$1.02B	-$15.4M	20	4.84%	Reduced
127	Independent Franchise Partners London, United Kingdom	$1.01B	+$192M	2	12.74%	Increased
128	Commerzbank Aktiengesellschaft Frankfurt, Germany	$998M	-$530M	17	7.49%	Reduced
129	Orbis Holdings Hamilton, Bermuda	$983M	-$432M	5	8.36%	Reduced
130	Amundi Asset Management US Boston, Massachusetts	$982M	-$90.6M	11	4.02%	Reduced
131	Parnassus Investments San Francisco, California	$976M	-$168M	5	7.18%	Reduced
132	Barclays London, United Kingdom	$967M	-$185M	49	1.17%	Reduced
133	Discovery Capital Management South Norwalk, Connecticut	$965M	-$341M	6	10.73%	Reduced
134	NFA Nationwide Fund Advisors Columbus, Ohio	$963M	-$58.1M	42	4.32%	Reduced
135	LPU Lansdowne Partners (UK) London, United Kingdom	$959M	+$73.5M	3	8.08%	Increased
136	State of Michigan Retirement System Lansing, Michigan	$951M	+$51.6M	10	7.36%	Increased
137	Chevy Chase Trust Bethesda, Maryland	$940M	+$537K	8	5.87%	Increased
138	Macquarie Group Sydney, NSW 2000, Australia	$939M	-$262M	21	2.01%	Reduced
139	First Trust Advisors Wheaton, Illinois	$925M	+$274K	26	2.68%	Increased
140	Pictet Asset Management (UK) London, United Kingdom	$917M	-$93.7M	19	4.04%	Reduced
141	Thrivent Financial for Lutherans Minneapolis, Minnesota	$900M	+$34.2M	17	4.72%	Increased
142	Arrowstreet Capital Boston, Massachusetts	$899M	+$21.5M	16	4.27%	Increased
143	Calamos Advisors Naperville, Illinois	$896M	-$91.4M	10	6.17%	Reduced
144	Sanders Capital West Palm Beach, Florida	$894M	+$15.4M	2	8.98%	Increased
145	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$891M	-$21.7M	34	5.65%	Reduced
146	Janus Henderson Group London,	$891M	+$26.5M	20	7.85%	Increased
147	Bessemer Group Woodbridge, New Jersey	$875M	+$48.9M	18	5%	Increased
148	Millennium Management New York	$854M	-$205M	45	1.65%	Reduced
149	Pzena Investment Management New York	$852M	+$65.2M	3	5.43%	Increased
150	Retirement Systems of Alabama Montgomery, Alabama	$841M	-$22.6M	10	5.06%	Reduced