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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	Korea Investment Corp Seoul, South Korea	$1.32B	+$80.7M	16	6.17%	Increased
127	Epoch Investment Partners New York	$1.32B	-$98.5M	5	4.45%	Reduced
128	Wellcome Trust London, United Kingdom	$1.31B	$0	3	22.38%	Maintained
129	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.31B	+$40.6M	11	7.24%	Increased
130	Sanders Capital West Palm Beach, Florida	$1.28B	+$28.4M	2	8.21%	Increased
131	Macquarie Group Sydney, NSW 2000, Australia	$1.28B	-$108M	28	2.33%	Reduced
132	Carmignac Gestion Paris, France	$1.26B	+$31.3M	6	10.21%	Increased
133	BAMCO Inc New York	$1.23B	-$2.24M	9	6.28%	Reduced
134	STRS Ohio Columbus, Ohio	$1.22B	-$56.2M	27	5.44%	Reduced
135	DZ Bank Frankfurt Am Main, Germany	$1.21B	-$22.1M	14	5.59%	Reduced
136	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.2B	-$2.84M	23	5%	Reduced
137	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.17B	+$219M	2	84.09%	Increased
138	Prudential plc London, England, United Kingdom	$1.17B	+$28.1M	12	3.83%	Increased
139	Acadian Asset Management Boston, Massachusetts	$1.17B	+$66.5M	31	5.28%	Increased
140	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.15B	+$46.4M	19	5.49%	Increased
141	Citigroup New York	$1.13B	-$89.3M	60	1.02%	Reduced
142	Citadel Advisors Miami, Florida	$1.12B	-$449M	45	0.95%	Reduced
143	NFA Nationwide Fund Advisors Columbus, Ohio	$1.12B	-$44.1M	47	4.48%	Reduced
144	Viking Global Investors Stamford, Connecticut	$1.11B	-$1.22B	3	7.48%	Reduced
145	Axa Paris, France	$1.11B	+$430K	23	5.04%	Increased
146	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.1B	-$4.6M	26	6.04%	Reduced
147	US Bancorp Minneapolis, Minnesota	$1.09B	+$382K	38	3.64%	Increased
148	PCM Primavera Capital Management George Town, Cayman Islands	$1.09B	-$98.8M	1	47.13%	Reduced
149	SEI Investments Oaks, Pennsylvania	$1.08B	+$43.3M	38	4.29%	Increased
150	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.05B	+$96.2M	6	6.24%	Increased