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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	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.03B	$0	1	20.8%	Maintained
127	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.01B	+$105M	11	27.03%	Increased
128	Pictet Asset Management (UK) London, United Kingdom	$2B	+$196M	32	4.29%	Increased
129	BNP Paribas Financial Markets Paris, France	$1.96B	+$878M	69	4.02%	Increased
130	H&H International Investment Palo Alto, California	$1.94B	+$885M	3	66.71%	Increased
131	Nomura Holdings Tokyo, Japan	$1.92B	+$1.82B	24	8.07%	Increased
132	Los Angeles Capital Management Los Angeles, California	$1.83B	+$41.2M	24	11.61%	Increased
133	Wellcome Trust London, United Kingdom	$1.82B	-$339M	4	32.52%	Reduced
134	William Blair & Company Chicago, Illinois	$1.75B	+$49.2M	24	10.91%	Increased
135	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.73B	+$222M	18	6.96%	Increased
136	Eagle Capital Management (New York) New York	$1.73B	-$14.5M	2	7.18%	Reduced
137	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.73B	+$76.6M	34	6.21%	Increased
138	Public Employees Retirement Association of Colorado Denver, Colorado	$1.71B	+$13.2M	35	11.95%	Increased
139	Axa Paris, France	$1.68B	-$1.4M	32	8.42%	Reduced
140	Coatue Management New York	$1.66B	-$296M	10	21.06%	Reduced
141	Dodge & Cox San Francisco, California	$1.66B	-$273M	8	1.79%	Reduced
142	Acadian Asset Management Boston, Massachusetts	$1.62B	-$111M	32	9.29%	Reduced
143	Bank of Nova Scotia Toronto, Ontario, Canada	$1.6B	+$227M	19	5.49%	Increased
144	D1 Capital Partners New York	$1.59B	-$172M	4	16.49%	Reduced
145	Fayez Sarofim & Co Houston, Texas	$1.57B	-$3.67M	9	9.65%	Reduced
146	Panagora Asset Management Boston, Massachusetts	$1.55B	-$339M	44	10.95%	Reduced
147	Harding Loevner Bridgewater, New Jersey	$1.54B	-$199M	6	8.59%	Reduced
148	STRS Ohio Columbus, Ohio	$1.53B	-$47.1M	34	8.06%	Reduced
149	Greenwoods Asset Management Grand Cayman, Cayman Islands	$1.53B	+$248M	12	67.74%	Increased
150	Prudential plc London, England, United Kingdom	$1.52B	-$267M	17	8.13%	Reduced