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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	Bessemer Group Woodbridge, New Jersey	$1.34B	-$120M	25	5.82%	Reduced
127	Renaissance Technologies New York	$1.33B	+$403M	44	1.46%	Increased
128	Stifel Financial St. Louis, Missouri	$1.27B	+$27.5M	33	4.1%	Increased
129	BAMCO Inc New York	$1.25B	+$24.9M	13	6.34%	Increased
130	Millennium Management New York	$1.23B	-$662M	56	1.92%	Reduced
131	Aperio Group Sausalito, California	$1.2B	-$46.6M	35	6.03%	Reduced
132	Winslow Capital Management Minneapolis, Minnesota	$1.2B	-$251M	5	7.42%	Reduced
133	Harding Loevner Bridgewater, New Jersey	$1.19B	+$104M	6	6.87%	Increased
134	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.18B	-$11.9M	23	6.85%	Reduced
135	SEI Investments Oaks, Pennsylvania	$1.17B	+$70.5M	48	4.16%	Increased
136	Public Employees Retirement Association of Colorado Denver, Colorado	$1.17B	-$29.4M	31	8.39%	Reduced
137	Vontobel Asset Management New York	$1.16B	-$307M	7	9.98%	Reduced
138	STRS Ohio Columbus, Ohio	$1.14B	-$16.8M	31	5.77%	Reduced
139	PGP Prescott General Partners Boca Raton, Florida	$1.14B	+$16.8M	5	50.16%	Increased
140	Prudential plc London, England, United Kingdom	$1.13B	+$22.3M	15	4.54%	Increased
141	WCM Investment Management Laguna Beach, California	$1.12B	+$65.5M	4	10.04%	Increased
142	Ninety One (UK) London, United Kingdom	$1.11B	-$251M	5	4.77%	Reduced
143	BNP Paribas Financial Markets Paris, France	$1.08B	-$1.16B	61	2.55%	Reduced
144	William Blair & Company Chicago, Illinois	$1.08B	+$32.1M	25	7.84%	Increased
145	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.07B	+$57.9M	18	5.83%	Increased
146	Retirement Systems of Alabama Montgomery, Alabama	$1.06B	+$20.8M	13	5.84%	Increased
147	DZ Bank Frankfurt Am Main, Germany	$1.06B	-$202M	18	4.09%	Reduced
148	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.03B	-$104M	23	3.71%	Reduced
149	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.03B	+$3.97M	17	7.48%	Increased
150	Parnassus Investments San Francisco, California	$1.02B	-$121M	3	4.44%	Reduced