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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	Calamos Advisors Naperville, Illinois	$966M	+$59.9M	10	6.41%	Increased
127	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$966M	+$92.7M	18	2.59%	Increased
128	GC Greenlight Capital New York	$959M	+$251M	2	16.27%	Increased
129	BNP Paribas Financial Markets Paris, France	$957M	-$570M	36	4.05%	Reduced
130	Coatue Management New York	$950M	-$695M	3	11.85%	Reduced
131	Credit Agricole Montrouge Cedex, France	$944M	-$480M	15	4.47%	Reduced
132	Barclays London, United Kingdom	$944M	-$603M	45	1.44%	Reduced
133	William Blair Investment Management Chicago, Illinois	$939M	-$60.7M	8	3.72%	Reduced
134	Teacher Retirement System of Texas Austin, Texas	$934M	+$118M	38	6.3%	Increased
135	Citigroup New York	$923M	+$18.8M	59	1.04%	Increased
136	Discovery Capital Management South Norwalk, Connecticut	$912M	-$43.6M	5	13.19%	Reduced
137	NFA Nationwide Fund Advisors Columbus, Ohio	$911M	-$62.4M	46	3.96%	Reduced
138	Macquarie Group Sydney, NSW 2000, Australia	$905M	-$14.2M	24	1.82%	Reduced
139	Orbis Allan Gray Hamilton, Bermuda	$904M	+$880M	5	7.34%	New
140	Canada Life Winnipeg, Manitoba, Canada	$884M	+$64.9M	36	3.2%	Increased
141	Wellcome Trust London, United Kingdom	$876M	+$2.37M	3	19.38%	Increased
142	Pictet Asset Management (UK) London, United Kingdom	$862M	-$5.03M	20	3.81%	Reduced
143	abrdn Investment Management Edinburgh, United Kingdom	$861M	-$39.7M	6	3.92%	Reduced
144	Thrivent Financial for Lutherans Minneapolis, Minnesota	$845M	-$74.3M	19	4.09%	Reduced
145	Axa Paris, France	$839M	-$94.2M	18	3.77%	Reduced
146	Natixis Paris, France	$831M	+$166M	7	13.95%	Increased
147	Pzena Investment Management New York	$827M	-$31.2M	3	5.08%	Reduced
148	Manning & Napier Advisors Fairport, New York	$816M	-$86.6M	7	4.72%	Reduced
149	US Bancorp Minneapolis, Minnesota	$815M	+$24.9M	37	3.2%	Increased
150	Edgewood Management Greenwich, Connecticut	$807M	+$41.4M	2	5.81%	Increased