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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.48B	-$12.3M	24	4.95%	Reduced
127	Edgewood Management Greenwich, Connecticut	$1.45B	+$20.5M	2	6.32%	Increased
128	CIBC Private Wealth Group Atlanta, Georgia	$1.41B	-$11M	36	5.99%	Reduced
129	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.4B	+$373M	14	3.38%	Increased
130	Brown Advisory Baltimore, Maryland	$1.4B	+$12.9M	21	4.42%	Increased
131	Orbis Allan Gray Hamilton, Bermuda	$1.38B	-$170M	2	8.11%	Reduced
132	Citadel Advisors Miami, Florida	$1.37B	+$229M	55	0.83%	Increased
133	STRS Ohio Columbus, Ohio	$1.37B	-$81.3M	26	5.84%	Reduced
134	Epoch Investment Partners New York	$1.36B	-$179M	6	4.51%	Reduced
135	US Bancorp Minneapolis, Minnesota	$1.35B	+$6.88M	46	4.14%	Increased
136	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.35B	+$157M	18	6.02%	Increased
137	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.34B	-$38.9M	13	7.91%	Reduced
138	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.34B	+$192M	13	15.36%	Increased
139	Prudential plc London, England, United Kingdom	$1.33B	-$58.4M	14	4.05%	Reduced
140	Renaissance Technologies New York	$1.32B	-$11.7M	40	1.46%	Reduced
141	Public Employees Retirement Association of Colorado Denver, Colorado	$1.32B	+$101M	32	8.42%	Increased
142	Ruane, Cunniff & Goldfarb New York	$1.31B	+$594M	7	10.77%	Increased
143	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$1.31B	+$18.8M	5	6.56%	Increased
144	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.3B	-$45.1M	27	6.36%	Reduced
145	BAMCO Inc New York	$1.29B	-$129M	9	5.93%	Reduced
146	Axa Paris, France	$1.28B	+$4.34M	24	5.03%	Increased
147	Stifel Financial St. Louis, Missouri	$1.26B	+$17M	34	3.99%	Increased
148	SEI Investments Oaks, Pennsylvania	$1.25B	+$4.99M	42	4.35%	Increased
149	Acadian Asset Management Boston, Massachusetts	$1.24B	-$204M	33	5.36%	Reduced
150	Longview Partners St Peter Port, Guernsey	$1.22B	+$32.3M	1	6.38%	Increased