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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	Gates Foundation Trust Kirkland, Washington	$1.75B	$0	2	8.82%	Maintained
127	Coatue Management New York	$1.74B	+$306M	13	14.76%	Increased
128	Stifel Financial St. Louis, Missouri	$1.74B	+$79.5M	41	4.5%	Increased
129	Winslow Capital Management Minneapolis, Minnesota	$1.74B	-$399M	4	9.33%	Reduced
130	Wellcome Trust London, United Kingdom	$1.74B	$0	4	27%	Maintained
131	Los Angeles Capital Management Los Angeles, California	$1.73B	-$21.5M	23	9.29%	Reduced
132	Eagle Capital Management (New York) New York	$1.72B	-$1.98M	1	6.01%	Reduced
133	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$1.69B	+$1.55B	1	25.45%	New
134	Prudential plc London, England, United Kingdom	$1.67B	+$187M	19	5.12%	Increased
135	Sanders Capital West Palm Beach, Florida	$1.66B	+$47.2M	1	7.62%	Increased
136	Independent Franchise Partners London, United Kingdom	$1.62B	-$24.1M	4	16.69%	Reduced
137	Aperio Group Sausalito, California	$1.6B	+$26.7M	63	6.55%	Increased
138	D1 Capital Partners New York	$1.59B	+$1.16B	4	22.73%	Increased
139	ProShare Advisors Bethesda, Maryland	$1.56B	-$111M	36	9.3%	Reduced
140	Vontobel Asset Management New York	$1.55B	+$196M	6	11.63%	Increased
141	Artisan Partners Milwaukee, Wisconsin	$1.53B	+$58M	8	2.83%	Increased
142	STRS Ohio Columbus, Ohio	$1.51B	+$47.8M	34	6.69%	Increased
143	Public Employees Retirement Association of Colorado Denver, Colorado	$1.5B	+$27.5M	35	9.22%	Increased
144	William Blair & Company Chicago, Illinois	$1.5B	+$41.6M	26	8.58%	Increased
145	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.45B	+$129M	29	4.42%	Increased
146	Asset Management One Tokyo, Japan	$1.45B	+$104M	29	7.12%	Increased
147	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.45B	-$130M	22	3.73%	Reduced
148	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.41B	-$115M	22	3%	Reduced
149	Two Sigma Investments New York	$1.37B	+$266M	42	4.59%	Increased
150	Harris Associates Chicago, Illinois	$1.36B	-$252M	5	2.51%	Reduced