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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	SEI Investments Oaks, Pennsylvania	$2.81B	+$82.3M	62	5.05%	Increased
127	William Blair & Company Chicago, Illinois	$2.8B	+$1.49M	32	10.73%	Increased
128	Truist Financial Charlotte, North Carolina	$2.8B	+$277M	38	4.67%	Increased
129	Axa Paris, France	$2.79B	+$35.4M	28	9.8%	Increased
130	BNP Paribas Asset Management Paris, France	$2.77B	+$112M	20	8.49%	Increased
131	State of Wisconsin Investment Board Madison, Wisconsin	$2.77B	-$193M	62	8.65%	Reduced
132	AQR Capital Management Greenwich, Connecticut	$2.77B	-$29.7M	56	5.72%	Reduced
133	Viking Global Investors Stamford, Connecticut	$2.75B	+$1.62B	7	11.16%	Increased
134	Citadel Advisors Miami, Florida	$2.72B	+$110M	131	0.58%	Increased
135	Los Angeles Capital Management Los Angeles, California	$2.7B	-$11.2M	30	11.48%	Reduced
136	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.68B	-$103M	34	9.65%	Reduced
137	First Trust Advisors Wheaton, Illinois	$2.64B	+$38M	50	3.12%	Increased
138	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.57B	-$158M	35	3.76%	Reduced
139	Coatue Management New York	$2.56B	+$380M	14	13.01%	Increased
140	Quilter Plc London, United Kingdom	$2.54B	+$4.36M	10	10.03%	Increased
141	Caledonia Investments (Australia) Sydney NSW, Australia	$2.52B	-$303K	4	62.3%	Reduced
142	Public Employees Retirement Association of Colorado Denver, Colorado	$2.5B	-$58.9M	39	12.8%	Reduced
143	Renaissance Technologies New York	$2.5B	-$458M	114	4.26%	Reduced
144	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.46B	-$35M	19	7.1%	Reduced
145	Two Sigma Advisers New York	$2.45B	-$238M	75	6.27%	Reduced
146	BAMCO Inc New York	$2.44B	+$8.44M	13	7.1%	Increased
147	BNP Paribas Financial Markets Paris, France	$2.44B	-$2.65B	65	3.13%	Reduced
148	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.4B	+$46.4M	35	4.04%	Increased
149	Artisan Partners Milwaukee, Wisconsin	$2.4B	+$158M	13	4.08%	Increased
150	Aviva London, United Kingdom	$2.38B	-$4.73M	30	9.99%	Reduced