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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	Brown Advisory Baltimore, Maryland	$3.64B	-$325M	26	6.22%	Reduced
127	Nikko Asset Management Americas New York	$3.61B	+$841M	13	17.67%	Increased
128	Wellcome Trust London, United Kingdom	$3.6B	-$641M	5	37.53%	Reduced
129	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$3.55B	-$196M	3	84.74%	Reduced
130	SCGE Management Menlo Park, California	$3.45B	+$439M	9	38.71%	Increased
131	Lazard Asset Management New York	$3.45B	-$127M	40	4.17%	Reduced
132	Davis Selected Advisers Tucson, Arizona	$3.44B	+$508M	7	15.04%	Increased
133	US Bancorp Minneapolis, Minnesota	$3.4B	-$50.5M	76	6.87%	Reduced
134	Renaissance Technologies New York	$3.3B	-$2.03B	86	4.11%	Reduced
135	Federated Hermes Pittsburgh, Pennsylvania	$3.24B	-$272M	56	6.29%	Reduced
136	Fayez Sarofim & Co Houston, Texas	$3.21B	-$41.1M	12	11.8%	Reduced
137	GQG Partners Ft. Lauderdale, Florida	$3.19B	-$1.81B	3	11.66%	Reduced
138	Magellan Asset Management Sydney, Australia	$3.11B	+$18.4M	4	6.51%	Increased
139	LPL Financial San Diego, California	$3.1B	+$96.7M	63	3.57%	Increased
140	Whale Rock Capital Management Boston, Massachusetts	$3.09B	-$234M	12	25.38%	Reduced
141	Chevy Chase Trust Bethesda, Maryland	$3B	-$207M	15	10.71%	Reduced
142	Acadian Asset Management Boston, Massachusetts	$2.99B	-$381M	56	11.6%	Reduced
143	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.91B	-$210M	44	10.21%	Reduced
144	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.9B	+$925M	37	7.14%	Increased
145	Axa Paris, France	$2.87B	-$8.21M	28	8.73%	Reduced
146	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.86B	+$571M	30	4.36%	Increased
147	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.83B	+$128M	50	6.22%	Increased
148	SHIM Spruce House Investment Management New York	$2.81B	+$22.3M	4	80.49%	Increased
149	SHP Spruce House Partnership New York	$2.81B	+$2.76B	4	80.49%	New
150	Public Employees Retirement Association of Colorado Denver, Colorado	$2.79B	+$9.04M	40	13.01%	Increased