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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	ProShare Advisors Bethesda, Maryland	$1.59B	-$19.7M	34	9.54%	Reduced
127	Stifel Financial St. Louis, Missouri	$1.58B	+$79.2M	37	4.48%	Increased
128	Two Sigma Advisers New York	$1.57B	+$585M	41	3.96%	Increased
129	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.56B	-$64.5M	22	3.77%	Reduced
130	WCM Investment Management Laguna Beach, California	$1.56B	-$101M	7	10.87%	Reduced
131	Sanders Capital West Palm Beach, Florida	$1.55B	-$82.7M	1	7.42%	Reduced
132	Independent Franchise Partners London, United Kingdom	$1.54B	-$84.1M	4	17.41%	Reduced
133	Bessemer Group Woodbridge, New Jersey	$1.52B	-$69.8M	24	5.84%	Reduced
134	Aperio Group Sausalito, California	$1.5B	+$77.2M	39	6.47%	Increased
135	Prudential plc London, England, United Kingdom	$1.45B	+$72.7M	16	5.21%	Increased
136	Citadel Advisors Miami, Florida	$1.43B	-$1.79B	65	0.71%	Reduced
137	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.43B	+$201M	28	2.23%	Increased
138	Boston Partners Boston, Massachusetts	$1.42B	+$208M	11	1.88%	Increased
139	Public Employees Retirement Association of Colorado Denver, Colorado	$1.4B	-$19.5M	29	8.94%	Reduced
140	SEI Investments Oaks, Pennsylvania	$1.4B	+$196M	52	4.7%	Increased
141	BNP Paribas Financial Markets Paris, France	$1.4B	+$58.1M	63	3.02%	Increased
142	Artisan Partners Milwaukee, Wisconsin	$1.39B	+$262M	8	2.73%	Increased
143	STRS Ohio Columbus, Ohio	$1.39B	+$32.1M	30	6.28%	Increased
144	Vontobel Asset Management New York	$1.38B	-$58.3M	6	11.04%	Reduced
145	William Blair & Company Chicago, Illinois	$1.37B	+$75.9M	26	8.32%	Increased
146	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.36B	-$31.5M	27	7.13%	Reduced
147	Coatue Management New York	$1.34B	-$987M	9	14.85%	Reduced
148	Millennium Management New York	$1.33B	-$149M	60	1.99%	Reduced
149	Asset Management One Tokyo, Japan	$1.29B	-$2.56B	27	6.96%	Reduced
150	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.27B	+$72.3M	27	4%	Increased