← 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	Whale Rock Capital Management Boston, Massachusetts	$1.52B	+$515M	8	20.74%	Increased
152	Asset Management One Tokyo, Japan	$1.52B	-$65.7M	31	8.88%	Reduced
153	Macquarie Group Sydney, NSW 2000, Australia	$1.52B	+$258M	49	3.12%	Increased
154	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.51B	-$192M	27	4.84%	Reduced
155	SEI Investments Oaks, Pennsylvania	$1.5B	-$14.8M	54	5.52%	Reduced
156	Man Group London, United Kingdom	$1.49B	+$246M	33	9.62%	Increased
157	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.48B	+$21M	26	6.47%	Increased
158	Truist Financial Charlotte, North Carolina	$1.46B	+$38.8M	28	3.86%	Increased
159	NEAM New England Asset Management Farmington, Connecticut	$1.46B	+$85.7K	4	35.01%	Increased
160	ProShare Advisors Bethesda, Maryland	$1.44B	-$495M	32	10.37%	Reduced
161	Lord, Abbett & Co Jersey City, New Jersey	$1.44B	+$268M	19	6.38%	Increased
162	Retirement Systems of Alabama Montgomery, Alabama	$1.41B	+$466K	16	7.83%	Increased
163	MUFG Securities EMEA London, United Kingdom	$1.41B	+$932M	15	14.18%	Increased
164	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.39B	+$65.3M	23	7.84%	Increased
165	1832 Asset Management Toronto, Ontario, Canada	$1.39B	+$410M	13	5.01%	Increased
166	Edgewood Management Greenwich, Connecticut	$1.38B	+$153M	2	4.59%	Increased
167	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.38B	-$259M	30	4.2%	Reduced
168	Aviva London, United Kingdom	$1.37B	-$11.3M	26	10.07%	Reduced
169	Royal London Asset Management United Kingdom	$1.37B	+$11.7M	23	11.06%	Increased
170	LPL Financial San Diego, California	$1.36B	+$63M	44	2.93%	Increased
171	Two Sigma Advisers New York	$1.35B	-$270M	51	5.17%	Reduced
172	Egerton Capital (UK) London, United Kingdom	$1.34B	+$298M	2	13.89%	Increased
173	Commonwealth Equity Services Waltham, Massachusetts	$1.34B	+$29.3M	27	6.24%	Increased
174	Mirae Asset Global Investments Seoul, South Korea	$1.33B	+$153M	39	10.42%	Increased
175	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.32B	+$60.2M	16	7.51%	Increased