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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	TCM Tybourne Capital Management Hong Kong	$1.04B	+$20.3M	3	46.47%	Increased
152	Public Employees Retirement Association of Colorado Denver, Colorado	$1.03B	+$27.4M	27	7.6%	Increased
153	Stifel Financial St. Louis, Missouri	$1.02B	+$38.5M	28	3.77%	Increased
154	Aviva London, United Kingdom	$1.01B	+$21.5M	16	5.66%	Increased
155	Balyasny Asset Management Chicago, Illinois	$1.01B	+$65.2M	29	4.16%	Increased
156	Teacher Retirement System of Texas Austin, Texas	$1B	-$4.29M	17	6.9%	Reduced
157	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$994M	-$41.2M	17	2.42%	Reduced
158	NC Northern Cross Boston, Massachusetts	$974M	-$10.2M	1	12.55%	Reduced
159	Two Sigma Advisers New York	$971M	-$121M	37	3.2%	Reduced
160	Aberdeen Asset Management Aberdeen, United Kingdom	$958M	+$47M	17	3.19%	Increased
161	Guggenheim Capital Chicago, Illinois	$955M	+$61.9M	39	2.53%	Increased
162	Millennium Management New York	$930M	+$70.7M	43	1.66%	Increased
163	William Blair & Company Chicago, Illinois	$925M	-$28.9M	24	6.95%	Reduced
164	PGP Prescott General Partners Boca Raton, Florida	$923M	+$21.1M	5	49.55%	Increased
165	Retirement Systems of Alabama Montgomery, Alabama	$920M	-$19.3M	10	4.95%	Reduced
166	Fayez Sarofim & Co Houston, Texas	$912M	-$29.8M	8	4.87%	Reduced
167	Federated Hermes Pittsburgh, Pennsylvania	$898M	+$80.2M	34	2.58%	Increased
168	Aperio Group Sausalito, California	$887M	+$83.4M	31	5.43%	Increased
169	Mackenzie Financial Toronto Ontario, Ontario, Canada	$885M	+$130M	12	4.93%	Increased
170	TI TRG Investments Richmond, Virginia	$880M	$0	2	100%	Maintained
171	ACI AMP Capital Investors Sydney, Australia	$865M	+$10.2M	21	5.13%	Increased
172	Lord, Abbett & Co Jersey City, New Jersey	$859M	-$25.4M	16	2.55%	Reduced
173	State of Michigan Retirement System Lansing, Michigan	$857M	-$69.1M	11	6.48%	Reduced
174	Bank of Nova Scotia Toronto, Ontario, Canada	$834M	+$267M	19	4.37%	Increased
175	Brown Brothers Harriman & Co New York	$827M	-$229M	12	4.49%	Reduced