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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	Pictet Asset Management (UK) London, United Kingdom	$2.03B	-$196M	33	3.59%	Reduced
127	Panagora Asset Management Boston, Massachusetts	$1.99B	-$135M	42	9.06%	Reduced
128	GQG Partners Ft. Lauderdale, Florida	$1.97B	+$1.72B	2	13.62%	Increased
129	Coatue Management New York	$1.94B	-$183M	21	15.4%	Reduced
130	Los Angeles Capital Management Los Angeles, California	$1.93B	-$106M	18	9.65%	Reduced
131	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.92B	-$822M	9	23.89%	Reduced
132	Gates Foundation Trust Kirkland, Washington	$1.91B	$0	2	8.94%	Maintained
133	Harding Loevner Bridgewater, New Jersey	$1.9B	-$341M	7	8.44%	Reduced
134	Prudential plc London, England, United Kingdom	$1.89B	-$78.2M	16	7.97%	Reduced
135	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.88B	+$92.3M	21	4.61%	Increased
136	Axa Paris, France	$1.86B	-$69.5M	29	7.54%	Reduced
137	William Blair & Company Chicago, Illinois	$1.83B	+$34.8M	27	9.43%	Increased
138	Millennium Management New York	$1.81B	+$189M	72	2.26%	Increased
139	Public Employees Retirement Association of Colorado Denver, Colorado	$1.8B	-$42.1M	36	10.17%	Reduced
140	Acadian Asset Management Boston, Massachusetts	$1.79B	+$89.2M	31	8.15%	Increased
141	Artisan Partners Milwaukee, Wisconsin	$1.79B	+$87.2M	8	3.14%	Increased
142	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.78B	-$104M	29	5.07%	Reduced
143	Two Sigma Advisers New York	$1.77B	-$418M	44	4.12%	Reduced
144	Fayez Sarofim & Co Houston, Texas	$1.75B	-$12.6M	10	8.43%	Reduced
145	Melvin Capital Management New York	$1.75B	-$607M	8	14.33%	Reduced
146	Asset Management One Tokyo, Japan	$1.7B	-$9.79M	29	7.64%	Reduced
147	NEAM New England Asset Management Farmington, Connecticut	$1.69B	-$83.4K	4	27.55%	Reduced
148	Independent Franchise Partners London, United Kingdom	$1.68B	-$171M	5	16.89%	Reduced
149	STRS Ohio Columbus, Ohio	$1.68B	-$63.9M	34	7.03%	Reduced
150	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.67B	+$197M	17	5.34%	Increased