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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	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.36B	-$39.4M	19	6.62%	Reduced
152	Aviva London, United Kingdom	$1.36B	-$49.3M	23	7.47%	Reduced
153	Jane Street New York	$1.34B	+$206M	49	2.65%	Increased
154	Fayez Sarofim & Co Houston, Texas	$1.34B	-$17.9M	7	6.99%	Reduced
155	Macquarie Group Sydney, NSW 2000, Australia	$1.32B	-$141M	42	2.16%	Reduced
156	Renaissance Technologies New York	$1.31B	-$1.3B	46	1.34%	Reduced
157	NEAM New England Asset Management Farmington, Connecticut	$1.3B	-$244M	4	22.2%	Reduced
158	WCM Investment Management Laguna Beach, California	$1.27B	+$79.6M	6	11.38%	Increased
159	Carmignac Gestion Paris, France	$1.26B	-$1.01B	7	10.67%	Reduced
160	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.21B	+$84.3M	16	4.78%	Increased
161	GGHC Gilder Gagnon Howe & Co New York	$1.18B	+$21.7M	17	12.04%	Increased
162	Mirae Asset Global Investments Seoul, South Korea	$1.18B	+$60.5M	30	8.72%	Increased
163	LPU Lansdowne Partners (UK) London, United Kingdom	$1.17B	+$27.9M	3	12.3%	Increased
164	Jupiter Investment Management London, United Kingdom	$1.16B	+$34.5M	12	7.95%	Increased
165	SHIM Spruce House Investment Management New York	$1.16B	$0	3	38.3%	Maintained
166	SEI Investments Oaks, Pennsylvania	$1.16B	-$274M	45	4.2%	Reduced
167	Lord, Abbett & Co Jersey City, New Jersey	$1.15B	+$22.3M	12	3.18%	Increased
168	ACI AMP Capital Investors Sydney, Australia	$1.12B	-$40.2M	24	6.08%	Reduced
169	1832 Asset Management Toronto, Ontario, Canada	$1.11B	-$192M	15	3.61%	Reduced
170	Gateway Investment Advisers Cincinnati, Ohio	$1.1B	-$35.6M	12	9.24%	Reduced
171	Teacher Retirement System of Texas Austin, Texas	$1.08B	-$149M	30	7.56%	Reduced
172	LSV Asset Management Chicago, Illinois	$1.07B	-$10.1M	9	1.59%	Reduced
173	First Manhattan New York	$1.05B	-$45.8M	22	5.61%	Reduced
174	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.05B	-$43.2M	17	7.13%	Reduced
175	Westfield Capital Management Boston, Massachusetts	$1.04B	+$55.2M	5	7.31%	Increased