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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	NEAM New England Asset Management Farmington, Connecticut	$1.16B	+$459M	4	21.7%	Increased
152	Retirement Systems of Alabama Montgomery, Alabama	$1.16B	-$14.8M	11	5.75%	Reduced
153	Ninety One (UK) London, United Kingdom	$1.16B	-$946M	7	6.19%	Reduced
154	Longview Partners St Peter Port, Guernsey	$1.15B	-$280M	1	6.05%	Reduced
155	Parnassus Investments San Francisco, California	$1.15B	+$27.5M	3	4.63%	Increased
156	Harding Loevner Bridgewater, New Jersey	$1.14B	+$66.1M	6	5.91%	Increased
157	Acadian Asset Management Boston, Massachusetts	$1.12B	-$147M	36	4.82%	Reduced
158	Citadel Advisors Miami, Florida	$1.11B	-$479M	59	0.6%	Reduced
159	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.11B	-$312M	17	5.64%	Reduced
160	William Blair & Company Chicago, Illinois	$1.1B	-$105M	21	7.75%	Reduced
161	LPU Lansdowne Partners (UK) London, United Kingdom	$1.09B	-$29.5M	4	11.31%	Reduced
162	Aviva London, United Kingdom	$1.08B	-$60.7M	17	6.6%	Reduced
163	Teacher Retirement System of Texas Austin, Texas	$1.06B	-$114M	32	7.16%	Reduced
164	Melvin Capital Management New York	$1.06B	+$121M	6	10.18%	Increased
165	Lord, Abbett & Co Jersey City, New Jersey	$1.04B	-$88.4M	12	3.09%	Reduced
166	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.04B	-$68.7M	19	2.51%	Reduced
167	Fayez Sarofim & Co Houston, Texas	$1.03B	+$27.4M	8	5.58%	Increased
168	Millennium Management New York	$1.02B	+$41.3M	52	1.37%	Increased
169	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.02B	+$99.3M	26	2.27%	Increased
170	PAR Capital Management Boston, Massachusetts	$979M	+$62.2M	10	10.75%	Increased
171	Hermes Investment Management London Uk, United Kingdom	$976M	+$143M	4	14.25%	Increased
172	Natixis Paris, France	$975M	+$388M	21	5.98%	Increased
173	Greenwoods Asset Management Grand Cayman, Cayman Islands	$963M	+$169M	7	78.52%	Increased
174	ACI AMP Capital Investors Sydney, Australia	$934M	-$47M	23	5.29%	Reduced
175	GGHC Gilder Gagnon Howe & Co New York	$925M	-$5.14M	15	11.45%	Reduced