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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.29B	+$35.1M	30	4.77%	Increased
127	William Blair & Company Chicago, Illinois	$3.26B	+$29M	32	11.1%	Increased
128	Chevy Chase Trust Bethesda, Maryland	$3.25B	+$34.1M	15	11.64%	Increased
129	Mariner Overland Park, Kansas	$3.25B	+$15.4M	50	7.71%	Increased
130	Los Angeles Capital Management Los Angeles, California	$3.24B	+$121M	34	12.11%	Increased
131	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.22B	+$17.7M	37	5.23%	Increased
132	SEI Investments Oaks, Pennsylvania	$3.22B	-$31.3M	70	5.16%	Reduced
133	State of Wisconsin Investment Board Madison, Wisconsin	$3.21B	+$40.9M	53	9.07%	Increased
134	BNP Paribas Asset Management Paris, France	$3.21B	+$160K	20	8.94%	Increased
135	Caledonia Investments (Australia) Sydney NSW, Australia	$3.2B	-$4.6M	4	67.96%	Reduced
136	Allspring Global Investments Charlotte, North Carolina	$3.19B	-$238M	54	5.28%	Reduced
137	AQR Capital Management Greenwich, Connecticut	$3.17B	+$36.9M	57	5.97%	Increased
138	Coatue Management New York	$3.16B	+$120M	14	13.25%	Increased
139	Two Sigma Advisers New York	$3.13B	+$274M	77	7.33%	Increased
140	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$3.05B	+$214M	17	7.74%	Increased
141	Axa Paris, France	$3.04B	-$139M	26	9.8%	Reduced
142	State of New Jersey Common Pension Fund D Trenton, New Jersey	$3.02B	-$34.3M	31	10.12%	Reduced
143	1832 Asset Management Toronto, Ontario, Canada	$3B	+$336M	14	4.33%	Increased
144	Artisan Partners Milwaukee, Wisconsin	$3B	+$155M	13	4.62%	Increased
145	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.96B	+$147M	39	4.47%	Increased
146	ProShare Advisors Bethesda, Maryland	$2.92B	-$702M	51	8.93%	Reduced
147	First Trust Advisors Wheaton, Illinois	$2.86B	-$182M	43	3.13%	Reduced
148	Public Employees Retirement Association of Colorado Denver, Colorado	$2.85B	+$7.01M	40	13.18%	Increased
149	Aviva London, United Kingdom	$2.84B	+$129M	32	10.17%	Increased
150	Baird Financial Group Milwaukee, Wisconsin	$2.81B	+$262M	20	6.4%	Increased