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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,	$973M	+$34.7M	18	7.65%	Increased
152	BAMCO Inc New York	$939M	+$40.3M	10	3.69%	Increased
153	Bessemer Group Woodbridge, New Jersey	$935M	-$139M	22	4.88%	Reduced
154	First Trust Advisors Wheaton, Illinois	$934M	+$133M	25	2.43%	Increased
155	GC Greenlight Capital New York	$926M	-$6.99M	1	11.61%	Reduced
156	Thrivent Financial for Lutherans Minneapolis, Minnesota	$912M	+$135M	16	5.04%	Increased
157	Retirement Systems of Alabama Montgomery, Alabama	$911M	-$9.2M	9	4.95%	Reduced
158	Independent Franchise Partners London, United Kingdom	$906M	-$63.6M	2	10.69%	Reduced
159	Pzena Investment Management New York	$890M	+$351M	3	5.02%	Increased
160	Prudential plc London, England, United Kingdom	$885M	+$50.6M	8	3.38%	Increased
161	NC Northern Cross Boston, Massachusetts	$884M	+$970M	1	17.88%	New
162	ING Group Amsterdam, Netherlands	$883M	+$341M	7	4.78%	Increased
163	State of Tennessee, Department of Treasury Nashville, Tennessee	$880M	+$26.4M	16	4.84%	Increased
164	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$861M	+$30.6M	9	2.27%	Increased
165	Guggenheim Capital Chicago, Illinois	$849M	-$82.3M	33	2.09%	Reduced
166	Canada Life Winnipeg, Manitoba, Canada	$848M	-$15.5M	32	2.93%	Reduced
167	Teacher Retirement System of Texas Austin, Texas	$848M	+$10.7M	32	6.38%	Increased
168	Manning & Napier Advisors Fairport, New York	$843M	+$39.9M	7	3.67%	Increased
169	Gateway Investment Advisers Cincinnati, Ohio	$830M	-$4.62M	9	6.92%	Reduced
170	US Bancorp Minneapolis, Minnesota	$821M	+$15M	35	3.18%	Increased
171	Natixis Paris, France	$803M	+$15.2M	9	10.86%	Increased
172	Epoch Investment Partners New York	$801M	-$181M	4	2.96%	Reduced
173	CCI Columbus Circle Investors	$799M	-$66M	6	5.65%	Reduced
174	HH HSG Holding Na, Hong Kong	$796M	-$159M	2	66.23%	Reduced
175	Comerica Bank Dallas, Texas	$794M	+$392M	21	3.41%	Increased