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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	Acadian Asset Management Boston, Massachusetts	$1.04B	+$213M	24	5.32%	Increased
127	William Blair Investment Management Chicago, Illinois	$1.04B	-$3.3M	10	4.09%	Reduced
128	Artisan Partners Milwaukee, Wisconsin	$998M	-$121M	9	2.12%	Reduced
129	STRS Ohio Columbus, Ohio	$992M	-$18.7M	26	4.41%	Reduced
130	Chevy Chase Trust Bethesda, Maryland	$981M	+$5.85M	9	5.47%	Increased
131	SG Americas Securities New York	$977M	-$606M	27	6.94%	Reduced
132	Societe Generale	$977M	+$971M	27	6.94%	New
133	Edgewood Management Greenwich, Connecticut	$958M	-$8.11M	2	7.03%	Reduced
134	Parnassus Investments San Francisco, California	$948M	-$164M	5	5.77%	Reduced
135	Macquarie Group Sydney, NSW 2000, Australia	$927M	-$14M	26	1.82%	Reduced
136	BAMCO Inc New York	$920M	+$28.3M	6	4.89%	Increased
137	AIG American International Group New York	$897M	-$102M	41	3.76%	Reduced
138	State of Tennessee, Department of Treasury Nashville, Tennessee	$893M	+$142M	18	4.53%	Increased
139	Korea Investment Corp Seoul, South Korea	$886M	+$264M	13	5.28%	Increased
140	Calamos Advisors Naperville, Illinois	$876M	-$65.1M	10	6.15%	Reduced
141	abrdn Investment Management Edinburgh, United Kingdom	$874M	+$51.1M	6	3.95%	Increased
142	Sculptor Capital New York	$867M	-$171M	10	4.98%	Reduced
143	Manning & Napier Advisors Fairport, New York	$858M	+$63.8M	7	5.2%	Increased
144	Citigroup New York	$855M	-$69.1M	55	0.87%	Reduced
145	NFA Nationwide Fund Advisors Columbus, Ohio	$847M	-$56.8M	46	3.66%	Reduced
146	First Trust Advisors Wheaton, Illinois	$845M	+$15.7M	31	2.66%	Increased
147	Thrivent Financial for Lutherans Minneapolis, Minnesota	$836M	-$40.6M	22	3.98%	Reduced
148	US Bancorp Minneapolis, Minnesota	$826M	+$29.4M	39	3.14%	Increased
149	Teacher Retirement System of Texas Austin, Texas	$826M	-$85.7M	38	5.62%	Reduced
150	Raymond James & Associates St Petersburg, Florida	$815M	+$36.2M	28	2.55%	Increased