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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	BAMCO Inc New York	$2.72B	+$102M	14	9.85%	Increased
127	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.62B	+$176M	23	8.9%	Increased
128	Acadian Asset Management Boston, Massachusetts	$2.6B	+$514M	51	11.21%	Increased
129	Fayez Sarofim & Co Houston, Texas	$2.6B	+$332M	12	11.99%	Increased
130	Los Angeles Capital Management Los Angeles, California	$2.59B	+$34.8M	29	12.46%	Increased
131	Vontobel Asset Management New York	$2.5B	+$8.66M	5	16.75%	Increased
132	ProShare Advisors Bethesda, Maryland	$2.47B	+$390M	42	13.17%	Increased
133	D1 Capital Partners New York	$2.46B	+$209M	5	18.38%	Increased
134	Harding Loevner Bridgewater, New Jersey	$2.45B	+$517M	8	11.73%	Increased
135	William Blair & Company Chicago, Illinois	$2.44B	+$43M	25	11.63%	Increased
136	Greenwoods Asset Management Grand Cayman, Cayman Islands	$2.43B	+$222M	11	68.21%	Increased
137	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.4B	-$16.7M	38	7.17%	Reduced
138	Eagle Capital Management (New York) New York	$2.39B	-$52.2M	1	8.73%	Reduced
139	Axa Paris, France	$2.38B	+$110M	28	9.4%	Increased
140	Public Employees Retirement Association of Colorado Denver, Colorado	$2.37B	-$33.6M	35	13.57%	Reduced
141	Gates Foundation Trust Kirkland, Washington	$2.36B	$0	5	13.22%	Maintained
142	Melvin Capital Management New York	$2.29B	-$1.11B	6	13.55%	Reduced
143	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$2.26B	$0	1	22.36%	Maintained
144	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.16B	+$112M	28	5.77%	Increased
145	CIBC Private Wealth Group Atlanta, Georgia	$2.16B	-$983M	17	10.47%	Reduced
146	SHIM Spruce House Investment Management New York	$2.13B	$0	3	28.59%	Maintained
147	STRS Ohio Columbus, Ohio	$2.12B	+$969K	42	9.28%	Increased
148	Egerton Capital (UK) London, United Kingdom	$2.11B	+$355M	2	15.71%	Increased
149	NEAM New England Asset Management Farmington, Connecticut	$2.1B	-$518K	4	51.57%	Reduced
150	1832 Asset Management Toronto, Ontario, Canada	$2.08B	+$56.9M	13	6.24%	Increased