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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	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.31B	+$37.8M	35	10.44%	Increased
127	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.31B	-$14.2M	33	9.33%	Reduced
128	Marshall Wace London, United Kingdom	$2.3B	-$1.14M	67	5.03%	Reduced
129	Sanders Capital West Palm Beach, Florida	$2.29B	+$37.6M	1	6.29%	Increased
130	Flossbach Von Storch Cologne, Germany	$2.28B	-$755M	11	8.38%	Reduced
131	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.26B	-$320M	40	3.83%	Reduced
132	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$2.25B	-$448M	32	4%	Reduced
133	Public Employees Retirement Association of Colorado Denver, Colorado	$2.24B	+$13.6M	41	12.9%	Increased
134	Fred Alger Management New York	$2.22B	+$60.6M	21	11.26%	Increased
135	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.2B	+$99M	41	6.03%	Increased
136	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.2B	-$471M	26	6.39%	Reduced
137	BAMCO Inc New York	$2.19B	+$121M	15	7.08%	Increased
138	Baird Financial Group Milwaukee, Wisconsin	$2.19B	+$1.3M	18	6.44%	Increased
139	Axa Paris, France	$2.17B	-$25M	28	8.55%	Reduced
140	Assenagon Asset Management Senningerberg, Luxembourg	$2.16B	-$279M	40	8.29%	Reduced
141	Truist Financial Charlotte, North Carolina	$2.16B	-$17.8M	33	4.14%	Reduced
142	First Trust Advisors Wheaton, Illinois	$2.16B	+$123M	55	2.79%	Increased
143	Alkeon Capital Management New York	$2.15B	-$105M	13	6.96%	Reduced
144	Royal London Asset Management United Kingdom	$2.08B	-$89.3M	23	10.52%	Reduced
145	Los Angeles Capital Management Los Angeles, California	$2.08B	-$77.3M	28	10.76%	Reduced
146	BNP Paribas Financial Markets Paris, France	$2.07B	-$1.18B	89	3.31%	Reduced
147	Renaissance Technologies New York	$2.05B	-$884M	112	2.91%	Reduced
148	Temasek Holdings Singapore	$2.01B	+$15.1M	9	12.02%	Increased
149	BNP Paribas Asset Management Paris, France	$2B	+$126M	22	7.88%	Increased
150	STRS Ohio Columbus, Ohio	$2B	+$4.77M	49	9.51%	Increased