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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	Parnassus Investments San Francisco, California	$1.21B	+$4.73M	4	4.76%	Increased
152	PGP Prescott General Partners Boca Raton, Florida	$1.21B	+$40.4M	5	53.53%	Increased
153	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.2B	+$92M	11	9.7%	Increased
154	Aperio Group Sausalito, California	$1.18B	+$44.4M	33	6.01%	Increased
155	ProShare Advisors Bethesda, Maryland	$1.18B	+$282M	28	8.18%	Increased
156	Guggenheim Capital Chicago, Illinois	$1.17B	+$56.1M	41	2.77%	Increased
157	Mirae Asset Global Investments Seoul, South Korea	$1.14B	+$695M	13	15.32%	Increased
158	Teacher Retirement System of Texas Austin, Texas	$1.12B	-$136M	35	7.5%	Reduced
159	Retirement Systems of Alabama Montgomery, Alabama	$1.12B	+$8.29M	10	5.4%	Increased
160	Federated Hermes Pittsburgh, Pennsylvania	$1.1B	-$97.2M	36	3.1%	Reduced
161	William Blair & Company Chicago, Illinois	$1.1B	+$18.1M	24	7.44%	Increased
162	BNP Paribas Financial Markets Paris, France	$1.09B	-$1.87B	54	1.93%	Reduced
163	Aviva London, United Kingdom	$1.08B	-$131M	16	6.12%	Reduced
164	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.07B	-$30.7M	18	2.48%	Reduced
165	Lord, Abbett & Co Jersey City, New Jersey	$1.06B	+$17.1M	17	3.01%	Increased
166	NC Northern Cross Boston, Massachusetts	$1.04B	-$82.3M	1	13.49%	Reduced
167	Third Point New York	$1.03B	-$108M	1	7.47%	Reduced
168	Harding Loevner Bridgewater, New Jersey	$1.02B	+$147M	6	5.79%	Increased
169	Fayez Sarofim & Co Houston, Texas	$1B	-$47.1M	8	5.2%	Reduced
170	PCM Primavera Capital Management George Town, Cayman Islands	$988M	$0	1	43.92%	Maintained
171	LSV Asset Management Chicago, Illinois	$977M	-$77.1M	9	1.54%	Reduced
172	ACI AMP Capital Investors Sydney, Australia	$942M	-$69.8M	23	5.06%	Reduced
173	1832 Asset Management Toronto, Ontario, Canada	$938M	+$127M	13	3.05%	Increased
174	Millennium Management New York	$911M	+$137M	53	1.26%	Increased
175	LPU Lansdowne Partners (UK) London, United Kingdom	$898M	+$29.8M	4	8.26%	Increased