← All themes

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	Macquarie Group Sydney, NSW 2000, Australia	$1.26B	-$6.99M	32	2.15%	Reduced
152	Retirement Systems of Alabama Montgomery, Alabama	$1.24B	-$5.92M	13	6.03%	Reduced
153	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.23B	+$14M	18	7.86%	Increased
154	Genesis Asset Managers Guernsey, Channel Islands, United Kingdom	$1.2B	+$415M	2	34.55%	Increased
155	Mirae Asset Global Investments Seoul, South Korea	$1.2B	+$46.5M	30	8.74%	Increased
156	Fayez Sarofim & Co Houston, Texas	$1.19B	+$39.6M	10	6.29%	Increased
157	Greenwoods Asset Management Grand Cayman, Cayman Islands	$1.19B	+$112M	6	73.2%	Increased
158	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.19B	-$81.4M	19	5.85%	Reduced
159	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.14B	+$11.8M	19	8.17%	Increased
160	Aviva London, United Kingdom	$1.13B	+$94.2M	24	7.59%	Increased
161	Ruane, Cunniff & Goldfarb New York	$1.13B	-$22.8M	5	11.53%	Reduced
162	Royal London Asset Management United Kingdom	$1.12B	-$5.54M	19	8.83%	Reduced
163	PGP Prescott General Partners Boca Raton, Florida	$1.12B	-$137M	4	46.27%	Reduced
164	Acadian Asset Management Boston, Massachusetts	$1.12B	+$111M	33	4.82%	Increased
165	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.1B	+$61.5M	13	4.05%	Increased
166	NEAM New England Asset Management Farmington, Connecticut	$1.09B	+$1.04M	4	21.08%	Increased
167	GGHC Gilder Gagnon Howe & Co New York	$1.09B	-$7.71M	14	11.69%	Reduced
168	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.09B	+$55.5M	23	4.52%	Increased
169	Edgewood Management Greenwich, Connecticut	$1.09B	-$2.88M	2	3.82%	Reduced
170	Baupost Group Boston, Massachusetts	$1.09B	+$287M	1	9.14%	Increased
171	SHIM Spruce House Investment Management New York	$1.07B	+$4.21M	3	39.35%	Increased
172	Parnassus Investments San Francisco, California	$1.05B	-$139M	3	4.16%	Reduced
173	Two Sigma Investments New York	$1.05B	+$409M	42	3.42%	Increased
174	Orbis Allan Gray Hamilton, Bermuda	$1.03B	+$106M	1	6.98%	Increased
175	Whale Rock Capital Management Boston, Massachusetts	$1.03B	+$26M	7	18.53%	Increased