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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	Orbis Allan Gray Hamilton, Bermuda	$810M	+$16.8M	4	6.16%	Increased
152	Janus Henderson Group London,	$804M	+$23.4M	17	6.68%	Increased
153	Axa Paris, France	$795M	-$22M	22	3.54%	Reduced
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$790M	+$5.41M	29	5.1%	Increased
155	Commerzbank Aktiengesellschaft Frankfurt, Germany	$790M	+$27.2M	14	5.31%	Increased
156	Wellcome Trust London, United Kingdom	$784M	+$844K	3	17.83%	Increased
157	Retirement Systems of Alabama Montgomery, Alabama	$783M	-$20.2M	11	4.58%	Reduced
158	Prudential plc London, England, United Kingdom	$778M	+$67.6M	11	3.05%	Increased
159	Lord, Abbett & Co Jersey City, New Jersey	$763M	+$46.7M	15	2.39%	Increased
160	Renaissance Technologies New York	$754M	+$332M	43	1.43%	Increased
161	Bessemer Group Woodbridge, New Jersey	$748M	+$71.8M	20	4.1%	Increased
162	GC Greenlight Capital New York	$743M	-$143M	2	13.64%	Reduced
163	Fayez Sarofim & Co Houston, Texas	$739M	+$26M	10	4.05%	Increased
164	Gateway Investment Advisers Cincinnati, Ohio	$737M	+$3.06M	8	6.32%	Increased
165	Mackenzie Financial Toronto Ontario, Ontario, Canada	$728M	+$123M	16	4.11%	Increased
166	Coatue Management New York	$728M	-$171M	4	10.37%	Reduced
167	Millennium Management New York	$726M	+$128M	40	1.66%	Increased
168	Pzena Investment Management New York	$724M	-$82.3M	3	4.53%	Reduced
169	Point72 Asset Management Stamford, Connecticut	$720M	+$417M	17	4.9%	Increased
170	State of Michigan Retirement System Lansing, Michigan	$718M	+$18.3M	10	5.62%	Increased
171	Aviva London, United Kingdom	$715M	+$57.7M	14	4.9%	Increased
172	Westfield Capital Management Boston, Massachusetts	$704M	-$31.9M	10	5.8%	Reduced
173	Public Employees Retirement Association of Colorado Denver, Colorado	$700M	-$10.5M	25	5.79%	Reduced
174	William Blair & Company Chicago, Illinois	$694M	-$12.8M	18	6.47%	Reduced
175	Stifel Financial St. Louis, Missouri	$683M	+$82.7M	24	3.16%	Increased