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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
151	BNP Paribas Asset Management Paris, France	$560M	+$585M	7	4.15%	New
152	JP Jana Partners New York	$554M	+$518M	2	7.82%	New
153	Thrivent Financial for Lutherans Minneapolis, Minnesota	$551M	+$570M	12	3.58%	New
154	NEAM New England Asset Management Farmington, Connecticut	$551M	+$569M	2	16.53%	New
155	Chevy Chase Trust Bethesda, Maryland	$549M	+$575M	6	4.8%	New
156	Janus Henderson Group London,	$538M	+$545M	9	6.28%	New
157	Northern Trust Company of Connecticut Stamford, Connecticut	$536M	+$552M	22	3.63%	New
158	Teacher Retirement System of Texas Austin, Texas	$521M	+$546M	28	4.75%	New
159	1832 Asset Management Toronto, Ontario, Canada	$516M	+$517M	7	2.26%	New
160	ACM Atlanta Capital Management Atlanta, Georgia	$515M	+$540M	7	3.91%	New
161	British Columbia Investment Management Victoria, British Columbia, Canada	$514M	+$537M	7	4.24%	New
162	US Bancorp Minneapolis, Minnesota	$514M	+$540M	21	2.35%	New
163	Cornerstone Investment Partners Atlanta, Georgia	$504M	+$532M	3	7.82%	New
164	John W. Bristol & Co New York	$503M	+$508M	4	9.19%	New
165	MLICM Metropolitan Life Insurance Company (MetLife) New York	$500M	+$522M	26	3.99%	New
166	Epoch Investment Partners New York	$498M	+$540M	3	2.48%	New
167	Suntrust Banks Atlanta, Georgia	$492M	+$510M	12	2.17%	New
168	AQR Capital Management Greenwich, Connecticut	$489M	+$507M	23	1.74%	New
169	HCM Highfields Capital Management Boston, Massachusetts	$487M	+$496M	2	4.04%	New
170	Pictet Asset Management (UK) London, United Kingdom	$486M	+$504M	11	2.78%	New
171	Polen Capital Management Boca Raton, Florida	$485M	+$501M	3	11.53%	New
172	SCM Scout Capital Management New York	$481M	+$465M	3	7.83%	New
173	Tiger Global Management New York	$472M	+$423M	4	8.22%	New
174	BAMCO Inc New York	$472M	+$455M	9	2.46%	New
175	Public Employees Retirement Association of Colorado Denver, Colorado	$466M	+$486M	17	4.4%	New