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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	$975M	+$34M	8	5.88%	Increased
152	Epoch Investment Partners New York	$968M	-$113M	4	3.63%	Reduced
153	Independent Franchise Partners London, United Kingdom	$948M	-$125M	2	11.59%	Reduced
154	ESG Emerging Sovereign Group New York	$937M	+$548M	3	33.18%	Increased
155	Guggenheim Capital Chicago, Illinois	$929M	-$62.9M	32	2.2%	Reduced
156	GC Greenlight Capital New York	$925M	-$141M	1	11.88%	Reduced
157	BAMCO Inc New York	$917M	+$52.3M	8	3.55%	Increased
158	Generation Investment Management London, United Kingdom	$913M	-$137M	6	12.74%	Reduced
159	Retirement Systems of Alabama Montgomery, Alabama	$912M	-$29.2M	9	4.92%	Reduced
160	State of Michigan Retirement System Lansing, Michigan	$910M	-$214M	9	6.37%	Reduced
161	Lord, Abbett & Co Jersey City, New Jersey	$903M	-$237M	13	2.29%	Reduced
162	Janus Henderson Group London,	$893M	-$32.6M	16	6.89%	Reduced
163	Wellcome Trust London, United Kingdom	$867M	+$21M	3	18.59%	Increased
164	Canada Life Winnipeg, Manitoba, Canada	$862M	-$35.5M	33	2.94%	Reduced
165	State of Tennessee, Department of Treasury Nashville, Tennessee	$842M	-$8.27M	16	4.49%	Reduced
166	Prudential plc London, England, United Kingdom	$839M	-$491M	9	3.7%	Reduced
167	Teacher Retirement System of Texas Austin, Texas	$831M	+$8.87M	32	6.46%	Increased
168	CCI Columbus Circle Investors	$828M	+$98.2M	6	5.64%	Increased
169	Gateway Investment Advisers Cincinnati, Ohio	$824M	-$19.3M	9	6.84%	Reduced
170	US Bancorp Minneapolis, Minnesota	$816M	+$3.17M	35	3.14%	Increased
171	Yacktman Asset Management Austin, Texas	$798M	-$22.8M	3	3.68%	Reduced
172	Manning & Napier Advisors Fairport, New York	$797M	-$14.1M	8	3.77%	Reduced
173	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$794M	+$10.1M	8	2.21%	Increased
174	Soros Fund Management New York	$787M	+$150M	8	7.74%	Increased
175	Natixis Paris, France	$783M	+$327M	9	10.77%	Increased