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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	Capital International Investors Los Angeles, California	$1.37B	-$132M	4	1.64%	Reduced
127	First Trust Advisors Wheaton, Illinois	$1.36B	-$38.7M	36	3.5%	Reduced
128	Acadian Asset Management Boston, Massachusetts	$1.31B	-$18.3M	31	5.81%	Reduced
129	BAMCO Inc New York	$1.31B	+$51M	10	6.21%	Increased
130	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.3B	+$50.7M	27	4.58%	Increased
131	Eagle Capital Management (New York) New York	$1.28B	-$82.7M	3	4.96%	Reduced
132	STRS Ohio Columbus, Ohio	$1.28B	+$2.23M	27	5.49%	Increased
133	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.26B	-$149M	12	7.38%	Reduced
134	Prudential plc London, England, United Kingdom	$1.25B	-$3.09M	14	3.93%	Reduced
135	CIBC Private Wealth Group Atlanta, Georgia	$1.24B	+$408M	13	5.65%	Increased
136	Citigroup New York	$1.24B	+$58M	58	1.02%	Increased
137	Carmignac Gestion Paris, France	$1.23B	-$77.6M	7	9.49%	Reduced
138	Brown Advisory Baltimore, Maryland	$1.23B	-$262M	22	4.09%	Reduced
139	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.19B	+$42.3M	28	6.16%	Increased
140	Parnassus Investments San Francisco, California	$1.18B	-$255M	4	4.85%	Reduced
141	Edgewood Management Greenwich, Connecticut	$1.18B	-$270M	2	5.41%	Reduced
142	US Bancorp Minneapolis, Minnesota	$1.17B	+$19.6M	44	3.74%	Increased
143	NFA Nationwide Fund Advisors Columbus, Ohio	$1.16B	-$19.5M	49	4.55%	Reduced
144	Axa Paris, France	$1.15B	-$30.4M	25	4.97%	Reduced
145	Renaissance Technologies New York	$1.14B	-$301M	40	1.34%	Reduced
146	Third Point New York	$1.14B	+$340M	1	9.58%	Increased
147	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.14B	+$46.1M	6	6.26%	Increased
148	Teacher Retirement System of Texas Austin, Texas	$1.13B	+$60.1M	23	6.95%	Increased
149	NC Northern Cross Boston, Massachusetts	$1.12B	-$69.5M	1	14.41%	Reduced
150	SEI Investments Oaks, Pennsylvania	$1.11B	-$37.4M	43	3.96%	Reduced