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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	$3.87B	-$66.1M	19	8.87%	Reduced
127	Winslow Capital Management Minneapolis, Minnesota	$3.83B	-$537M	7	14.88%	Reduced
128	US Bancorp Minneapolis, Minnesota	$3.81B	+$10.7M	78	7.14%	Increased
129	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$3.8B	+$694M	45	8.31%	Increased
130	Davis Selected Advisers Tucson, Arizona	$3.77B	+$810M	8	15.51%	Increased
131	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$3.77B	$0	2	23.65%	Maintained
132	Russell Investments Group London, United Kingdom	$3.72B	-$338M	78	6.22%	Reduced
133	Lazard Asset Management New York	$3.7B	+$201M	49	4.16%	Increased
134	Wellcome Trust London, United Kingdom	$3.69B	-$390M	5	35.2%	Reduced
135	LPL Financial San Diego, California	$3.58B	+$135M	67	3.62%	Increased
136	Fayez Sarofim & Co Houston, Texas	$3.54B	-$7.23M	12	11.89%	Reduced
137	BNP Paribas Financial Markets Paris, France	$3.42B	-$513M	67	4.53%	Reduced
138	Federated Hermes Pittsburgh, Pennsylvania	$3.34B	-$139M	61	6.23%	Reduced
139	Assenagon Asset Management Senningerberg, Luxembourg	$3.31B	+$1.55B	25	11.23%	Increased
140	Altshuler Shaham Tel Aviv, Israel	$3.31B	+$761M	14	24.65%	Increased
141	Viking Global Investors Stamford, Connecticut	$3.27B	+$1.61B	5	9.92%	Increased
142	Envestnet Asset Management Chicago, Illinois	$3.27B	+$204M	72	1.86%	Increased
143	SG Americas Securities New York	$3.25B	+$1.75B	64	15.1%	Increased
144	SHIM Spruce House Investment Management New York	$3.24B	+$223M	6	77.17%	Increased
145	Axa Paris, France	$3.23B	+$110M	30	9.1%	Increased
146	Chevy Chase Trust Bethesda, Maryland	$3.22B	-$131M	15	10.95%	Reduced
147	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.14B	-$54.2M	32	4.36%	Reduced
148	Magellan Asset Management Sydney, Australia	$3.1B	-$8.58M	4	6.14%	Reduced
149	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$3.03B	-$828M	4	72.99%	Reduced
150	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.01B	-$140M	43	9.87%	Reduced