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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	Chevy Chase Trust Bethesda, Maryland	$628M	+$6.91M	7	5.13%	Increased
152	BAMCO Inc New York	$616M	+$42.4M	10	2.82%	Increased
153	Citadel Advisors Miami, Florida	$602M	-$195M	31	0.92%	Reduced
154	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$596M	-$342M	8	4.41%	Reduced
155	General Atlantic New York	$595M	-$189M	2	52.47%	Reduced
156	Northern Trust Company of Connecticut Stamford, Connecticut	$591M	-$19.7M	27	3.82%	Reduced
157	State of Tennessee, Department of Treasury Nashville, Tennessee	$590M	+$578M	15	3.58%	New
158	Yacktman Asset Management Austin, Texas	$589M	-$957M	5	2.63%	Reduced
159	Polen Capital Management Boca Raton, Florida	$588M	+$51.4M	3	13.54%	Increased
160	Independent Franchise Partners London, United Kingdom	$587M	+$52.1M	2	9.95%	Increased
161	Pictet Asset Management (UK) London, United Kingdom	$582M	+$33.8M	15	3.25%	Increased
162	Fiduciary Management Inc Milwaukee, Wisconsin	$569M	+$199K	1	3.48%	Increased
163	US Bancorp Minneapolis, Minnesota	$566M	-$7.38M	25	2.5%	Reduced
164	Teacher Retirement System of Texas Austin, Texas	$563M	-$27.4M	30	4.94%	Reduced
165	ACM Atlanta Capital Management Atlanta, Georgia	$563M	-$20.3M	7	3.99%	Reduced
166	Thrivent Financial for Lutherans Minneapolis, Minnesota	$562M	-$64.9M	15	3.56%	Reduced
167	MLICM Metropolitan Life Insurance Company (MetLife) New York	$561M	-$5.27M	27	4.28%	Reduced
168	NEAM New England Asset Management Farmington, Connecticut	$548M	-$232K	2	16.01%	Reduced
169	BNP Paribas Asset Management Paris, France	$547M	-$90.6M	9	4.12%	Reduced
170	Victory Capital Management San Antonio, Texas	$544M	+$529M	5	3.91%	New
171	GGHC Gilder Gagnon Howe & Co New York	$544M	+$98.4M	10	8.49%	Increased
172	AQR Capital Management Greenwich, Connecticut	$543M	+$2.89M	26	1.91%	Increased
173	Harding Loevner Bridgewater, New Jersey	$541M	+$41.7M	2	4.83%	Increased
174	British Columbia Investment Management Victoria, British Columbia, Canada	$541M	-$37.7M	8	4.55%	Reduced
175	Orbis Holdings Hamilton, Bermuda	$534M	+$403M	4	4.02%	Increased