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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	Altimeter Capital Management Boston, Massachusetts	$3.73B	+$176M	8	34.54%	Increased
127	US Bancorp Minneapolis, Minnesota	$3.72B	-$19.1M	67	8%	Reduced
128	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.71B	$0	1	29.08%	Maintained
129	Federated Hermes Pittsburgh, Pennsylvania	$3.58B	-$629M	50	7.32%	Reduced
130	Citadel Advisors Miami, Florida	$3.56B	-$601M	95	0.92%	Reduced
131	Fayez Sarofim & Co Houston, Texas	$3.49B	-$20M	12	13.4%	Reduced
132	ARK Investment Management St. Petersburg, Florida	$3.41B	+$1.77B	13	9.08%	Increased
133	Chevy Chase Trust Bethesda, Maryland	$3.41B	-$96.5M	12	12.15%	Reduced
134	William Blair & Company Chicago, Illinois	$3.39B	+$76M	36	12.44%	Increased
135	Los Angeles Capital Management Los Angeles, California	$3.38B	-$219M	42	14.42%	Reduced
136	Acadian Asset Management Boston, Massachusetts	$3.37B	-$53M	59	13.04%	Reduced
137	D1 Capital Partners New York	$3.37B	-$112M	6	15.89%	Reduced
138	Whale Rock Capital Management Boston, Massachusetts	$3.34B	-$1.32B	13	22.24%	Reduced
139	Davis Selected Advisers Tucson, Arizona	$3.34B	-$69.3M	5	16.07%	Reduced
140	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.3B	-$161M	43	11.66%	Reduced
141	Sanders Capital West Palm Beach, Florida	$3.24B	+$312M	2	8.54%	Increased
142	LPL Financial San Diego, California	$3.19B	+$312M	55	4.13%	Increased
143	Magellan Asset Management Sydney, Australia	$3.18B	-$596M	4	7.35%	Reduced
144	SCGE Management Menlo Park, California	$3.09B	+$734M	8	35.9%	Increased
145	Axa Paris, France	$3.06B	+$23M	30	9.59%	Increased
146	Natixis Paris, France	$3B	+$2.05B	28	10.9%	Increased
147	Public Employees Retirement Association of Colorado Denver, Colorado	$2.98B	-$23.6M	40	14.46%	Reduced
148	Nikko Asset Management Americas New York	$2.98B	+$655M	13	16.95%	Increased
149	JSP Jackson Square Partners Larkspur, California	$2.92B	-$414M	8	11.66%	Reduced
150	Mirae Asset Global Investments Seoul, South Korea	$2.86B	+$44.7M	52	10.62%	Increased