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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	Primecap Management Pasadena, California	$3.42B	+$184M	11	2.55%	Increased
127	Commonwealth Equity Services Waltham, Massachusetts	$3.41B	+$20M	53	5.67%	Increased
128	Renaissance Technologies New York	$3.41B	-$873M	101	5.36%	Reduced
129	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.4B	+$128M	29	5.32%	Increased
130	Jane Street New York	$3.38B	-$2.14B	113	0.71%	Reduced
131	Independent Franchise Partners London, United Kingdom	$3.35B	-$172M	6	27.68%	Reduced
132	AQR Capital Management Greenwich, Connecticut	$3.33B	+$127M	59	5.67%	Increased
133	ProShare Advisors Bethesda, Maryland	$3.33B	+$333M	51	8.86%	Increased
134	Mariner Overland Park, Kansas	$3.32B	+$188M	50	6.87%	Increased
135	Allspring Global Investments Charlotte, North Carolina	$3.25B	-$80.1M	53	5.08%	Reduced
136	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.25B	+$14.8M	43	4.83%	Increased
137	Chevy Chase Trust Bethesda, Maryland	$3.24B	-$25.1M	14	10.59%	Reduced
138	State of Wisconsin Investment Board Madison, Wisconsin	$3.19B	-$39.4M	52	8.41%	Reduced
139	NMO Newlands Management Operations Dallas, Texas	$3.18B	+$866K	7	25.69%	Increased
140	Mackenzie Financial Toronto Ontario, Ontario, Canada	$3.18B	+$89.2M	39	4.58%	Increased
141	WCM Investment Management Laguna Beach, California	$3.12B	+$309M	8	7.42%	Increased
142	Coatue Management New York	$3.12B	-$490M	13	12.24%	Reduced
143	Danske Bank Copenhagen K, Denmark	$3.11B	+$3.1B	32	9.76%	New
144	Axa Paris, France	$3.09B	-$1.61M	26	9.26%	Reduced
145	William Blair Investment Management Chicago, Illinois	$3B	+$219M	16	7.74%	Increased
146	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.96B	-$78.4M	31	8.95%	Reduced
147	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.94B	-$145M	18	7.08%	Reduced
148	BAMCO Inc New York	$2.91B	+$20.3M	13	7.75%	Increased
149	1832 Asset Management Toronto, Ontario, Canada	$2.88B	-$365M	14	1.7%	Reduced
150	KBC Group Brussels, Belgium	$2.87B	+$207M	38	9.12%	Increased