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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	William Blair & Company Chicago, Illinois	$2.15B	-$24.7M	33	9.34%	Reduced
127	Temasek Holdings Singapore	$2.15B	+$74.7M	10	12.54%	Increased
128	Millennium Management New York	$2.13B	+$484M	118	1.18%	Increased
129	Sanders Capital West Palm Beach, Florida	$2.13B	-$28.1M	1	5.57%	Reduced
130	Assenagon Asset Management Senningerberg, Luxembourg	$2.12B	+$264M	37	7.64%	Increased
131	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.11B	+$14.2M	36	9.16%	Increased
132	CIBC Private Wealth Group Atlanta, Georgia	$2.11B	-$64.9M	20	7.08%	Reduced
133	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.1B	-$6.55M	30	7.92%	Reduced
134	Axa Paris, France	$2.09B	+$112M	27	7.56%	Increased
135	Baird Financial Group Milwaukee, Wisconsin	$2.05B	-$25.7M	20	5.4%	Reduced
136	Royal London Asset Management United Kingdom	$2.05B	+$228M	22	9.17%	Increased
137	Artisan Partners Milwaukee, Wisconsin	$2.04B	+$295M	16	3.6%	Increased
138	AQR Capital Management Greenwich, Connecticut	$2.03B	-$136M	51	4.62%	Reduced
139	BNP Paribas Asset Management Paris, France	$2.01B	+$210M	27	7.18%	Increased
140	Alkeon Capital Management New York	$2B	-$87.7M	13	7.7%	Reduced
141	Truist Financial Charlotte, North Carolina	$1.96B	-$69M	32	3.45%	Reduced
142	Generation Investment Management London, United Kingdom	$1.94B	-$103M	3	11.22%	Reduced
143	Los Angeles Capital Management Los Angeles, California	$1.94B	+$12.8M	25	9.42%	Increased
144	Public Employees Retirement Association of Colorado Denver, Colorado	$1.94B	-$69.5M	41	10.55%	Reduced
145	AustralianSuper Melbourne, Australia	$1.93B	+$1.83B	3	12.86%	Increased
146	Jane Street New York	$1.92B	-$490M	111	0.89%	Reduced
147	Osaic Holdings Scottsdale, Arizona	$1.9B	+$143M	135	3.84%	Increased
148	Aspex Management (HK) Central, Hong Kong	$1.86B	+$268M	7	51.24%	Increased
149	HA HHLR Advisors Grand Cayman, Cayman Islands	$1.85B	+$283M	15	38.97%	Increased
150	Caledonia Investments (Australia) Sydney NSW, Australia	$1.79B	+$15.5M	4	48.1%	Increased