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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	Janus Henderson Group London,	$705M	-$53.8M	11	7.12%	Reduced
152	BAMCO Inc New York	$702M	+$32.4M	12	2.91%	Increased
153	Thrivent Financial for Lutherans Minneapolis, Minnesota	$698M	+$26.4M	15	4.25%	Increased
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$690M	+$5.16M	15	3.96%	Increased
155	Natixis Paris, France	$685M	+$514M	11	5.87%	Increased
156	Guggenheim Capital Chicago, Illinois	$684M	-$37M	29	2.08%	Reduced
157	Victory Capital Management San Antonio, Texas	$680M	+$43.8M	5	4.8%	Increased
158	Teacher Retirement System of Texas Austin, Texas	$675M	+$25.4M	28	5.87%	Increased
159	Westfield Capital Management Boston, Massachusetts	$673M	-$239M	7	3.96%	Reduced
160	Alkeon Capital Management New York	$672M	-$87.5M	5	11.32%	Reduced
161	Independent Franchise Partners London, United Kingdom	$657M	+$10.2M	2	10.44%	Increased
162	AQR Capital Management Greenwich, Connecticut	$656M	+$37.6M	25	1.96%	Increased
163	Tiger Global Management New York	$656M	+$122M	6	8.16%	Increased
164	ACM Atlanta Capital Management Atlanta, Georgia	$653M	+$3.27M	5	4.28%	Increased
165	Bessemer Group Woodbridge, New Jersey	$646M	+$70.4M	17	4.63%	Increased
166	US Bancorp Minneapolis, Minnesota	$637M	-$3.6M	27	2.58%	Reduced
167	1832 Asset Management Toronto, Ontario, Canada	$631M	-$165M	9	2.43%	Reduced
168	MLICM Metropolitan Life Insurance Company (MetLife) New York	$628M	-$14.6M	27	4.41%	Reduced
169	PGGM Investments Zeist, Netherlands	$625M	+$151M	4	3.43%	Increased
170	British Columbia Investment Management Victoria, British Columbia, Canada	$617M	-$3.92M	9	4.88%	Reduced
171	Northern Trust Company of Connecticut Stamford, Connecticut	$614M	-$52.6M	27	3.85%	Reduced
172	Harding Loevner Bridgewater, New Jersey	$611M	+$18.7M	2	4.73%	Increased
173	Fiduciary Management Inc Milwaukee, Wisconsin	$609M	+$2.85M	1	3.19%	Increased
174	GGHC Gilder Gagnon Howe & Co New York	$602M	-$11.1M	12	8.59%	Reduced
175	SAM Southeastern Asset Management Memphis, Tennessee	$589M	+$123M	2	2.88%	Increased