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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	Sanders Capital West Palm Beach, Florida	$1.83B	-$46.5M	1	8.2%	Reduced
127	Coatue Management New York	$1.82B	+$309M	21	15.58%	Increased
128	Stifel Financial St. Louis, Missouri	$1.82B	-$3.34M	38	4.63%	Reduced
129	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.79B	-$392M	16	9.32%	Reduced
130	Wellcome Trust London, United Kingdom	$1.77B	$0	4	28.09%	Maintained
131	Citadel Advisors Miami, Florida	$1.74B	-$818M	78	0.82%	Reduced
132	Aperio Group Sausalito, California	$1.73B	+$60M	41	6.84%	Increased
133	Los Angeles Capital Management Los Angeles, California	$1.69B	-$112M	23	9.16%	Reduced
134	WCM Investment Management Laguna Beach, California	$1.69B	-$367M	8	10.13%	Reduced
135	Prudential plc London, England, United Kingdom	$1.68B	-$26.1M	18	4.95%	Reduced
136	Independent Franchise Partners London, United Kingdom	$1.68B	-$28M	5	17.15%	Reduced
137	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.67B	+$224M	30	5.17%	Increased
138	ProShare Advisors Bethesda, Maryland	$1.66B	+$59.6M	38	9.29%	Increased
139	Axa Paris, France	$1.64B	-$121M	27	6.52%	Reduced
140	Vontobel Asset Management New York	$1.62B	+$102M	6	10.9%	Increased
141	Eagle Capital Management (New York) New York	$1.59B	+$12.9M	1	5.58%	Increased
142	Public Employees Retirement Association of Colorado Denver, Colorado	$1.57B	+$35.3M	36	9.55%	Increased
143	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.56B	+$41M	23	4.11%	Increased
144	William Blair & Company Chicago, Illinois	$1.55B	+$9.17M	27	8.92%	Increased
145	Artisan Partners Milwaukee, Wisconsin	$1.52B	+$97.8M	7	2.87%	Increased
146	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.5B	+$40.7M	27	3.16%	Increased
147	STRS Ohio Columbus, Ohio	$1.49B	-$56.9M	34	6.54%	Reduced
148	SEI Investments Oaks, Pennsylvania	$1.46B	+$183M	51	3.74%	Increased
149	Asset Management One Tokyo, Japan	$1.46B	-$20M	30	7.05%	Reduced
150	Acadian Asset Management Boston, Massachusetts	$1.42B	+$490M	37	6.06%	Increased