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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	Fayez Sarofim & Co Houston, Texas	$3.59B	+$49.6M	12	11.87%	Increased
127	Russell Investments Group London, United Kingdom	$3.55B	+$52.2M	71	6%	Increased
128	Lazard Asset Management New York	$3.53B	+$273M	45	3.98%	Increased
129	Winslow Capital Management Minneapolis, Minnesota	$3.52B	-$253M	7	13.84%	Reduced
130	BAMCO Inc New York	$3.43B	+$4.07M	17	7.78%	Increased
131	Whale Rock Capital Management Boston, Massachusetts	$3.4B	-$338M	13	22.29%	Reduced
132	Envestnet Asset Management Chicago, Illinois	$3.34B	+$168M	72	1.84%	Increased
133	Millennium Management New York	$3.25B	-$1.45B	118	1.95%	Reduced
134	Nikko Asset Management Americas New York	$3.25B	-$645M	10	13.94%	Reduced
135	ARK Investment Management St. Petersburg, Florida	$3.23B	-$1.55B	12	7.74%	Reduced
136	Federated Hermes Pittsburgh, Pennsylvania	$3.21B	+$221M	58	6.12%	Increased
137	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$3.2B	-$349M	34	7.82%	Reduced
138	Wellcome Trust London, United Kingdom	$3.19B	-$380M	5	31.5%	Reduced
139	Chevy Chase Trust Bethesda, Maryland	$3.13B	-$76.4M	14	10.89%	Reduced
140	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$3.1B	-$48.7M	3	50.37%	Reduced
141	Axa Paris, France	$3.05B	+$5.43M	33	8.57%	Increased
142	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3B	+$49.3M	45	9.29%	Increased
143	SHIM Spruce House Investment Management New York	$2.96B	+$84.3M	7	76.58%	Increased
144	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.92B	+$74.7M	35	10.37%	Increased
145	NEAM New England Asset Management Farmington, Connecticut	$2.91B	+$516K	4	50.78%	Increased
146	Mirae Asset Global Investments Seoul, South Korea	$2.9B	+$443M	58	7.35%	Increased
147	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.84B	-$155M	33	4.02%	Reduced
148	JP Morgan Private Wealth Advisors San Francisco, California	$2.82B	+$231M	46	6.9%	Increased
149	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.82B	+$105M	41	7.88%	Increased
150	William Blair & Company Chicago, Illinois	$2.8B	+$48.8M	41	9.54%	Increased