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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	JSP Jackson Square Partners Larkspur, California	$2.41B	+$1.69M	7	11.29%	Increased
152	Bank of Nova Scotia Toronto, Ontario, Canada	$2.41B	+$1.27B	20	6.53%	Increased
153	Asset Management One Tokyo, Japan	$2.4B	-$77.7M	34	11.03%	Reduced
154	NEAM New England Asset Management Farmington, Connecticut	$2.38B	-$265M	4	57.06%	Reduced
155	Commonwealth Equity Services Waltham, Massachusetts	$2.38B	+$10M	40	8.11%	Increased
156	STRS Ohio Columbus, Ohio	$2.37B	-$200M	38	9.92%	Reduced
157	Man Group London, United Kingdom	$2.35B	+$108M	48	9.26%	Increased
158	Lord, Abbett & Co Jersey City, New Jersey	$2.34B	+$69M	20	7.46%	Increased
159	Melvin Capital Management New York	$2.33B	-$514M	6	11.63%	Reduced
160	Macquarie Group Sydney, NSW 2000, Australia	$2.33B	+$6.42M	59	3.94%	Increased
161	Truist Financial Charlotte, North Carolina	$2.32B	-$113M	34	5.06%	Reduced
162	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.32B	-$310M	27	5.75%	Reduced
163	Third Point New York	$2.28B	+$204M	4	22.82%	Increased
164	Royal London Asset Management United Kingdom	$2.25B	+$84.4M	22	13.61%	Increased
165	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.24B	+$30.5M	40	12.24%	Increased
166	Cresset Asset Management Chicago, Illinois	$2.23B	+$6.15M	20	41.71%	Increased
167	Retirement Systems of Alabama Montgomery, Alabama	$2.23B	-$64.5M	16	10.23%	Reduced
168	Envestnet Asset Management Chicago, Illinois	$2.22B	+$19M	54	1.97%	Increased
169	JP Morgan Private Wealth Advisors San Francisco, California	$2.21B	+$75.4M	32	8.62%	Increased
170	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.16B	+$637K	22	10.02%	Increased
171	Kayne Anderson Rudnick Investment Management Los Angeles, California	$2.14B	+$89.4M	15	7.74%	Increased
172	Edgewood Management Greenwich, Connecticut	$2.13B	-$221M	2	4.69%	Reduced
173	Panagora Asset Management Boston, Massachusetts	$2.13B	-$113M	47	13.35%	Reduced
174	Altimeter Capital Management Boston, Massachusetts	$2.13B	+$101M	11	35.93%	Increased
175	Aviva London, United Kingdom	$2.11B	-$111M	30	12.46%	Reduced