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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	Flossbach Von Storch Cologne, Germany	$2.98B	+$1.29B	10	8.91%	Increased
152	Public Employees Retirement Association of Colorado Denver, Colorado	$2.97B	-$53.7M	41	12.93%	Reduced
153	Dodge & Cox San Francisco, California	$2.92B	+$139M	10	1.91%	Increased
154	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.88B	+$4.63M	53	5.88%	Increased
155	Polen Capital Management Boca Raton, Florida	$2.87B	+$230M	9	5.5%	Increased
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.87B	+$27M	32	10.12%	Increased
157	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.87B	-$202M	45	5.82%	Reduced
158	Los Angeles Capital Management Los Angeles, California	$2.87B	-$106M	46	12.65%	Reduced
159	KBC Group Brussels, Belgium	$2.83B	+$299M	37	10.2%	Increased
160	William Blair & Company Chicago, Illinois	$2.83B	-$7.04M	41	9.8%	Reduced
161	NEAM New England Asset Management Farmington, Connecticut	$2.81B	+$196K	4	51.01%	Increased
162	Commonwealth Equity Services Waltham, Massachusetts	$2.79B	+$51.2M	49	7.09%	Increased
163	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.79B	+$249M	43	8.14%	Increased
164	Durable Capital Partners Bethesda, Maryland	$2.78B	+$144M	10	20.5%	Increased
165	SEI Investments Oaks, Pennsylvania	$2.72B	+$68.2M	67	6.03%	Increased
166	Mirae Asset Global Investments Seoul, South Korea	$2.71B	+$330M	52	7.58%	Increased
167	VVP Vulcan Value Partners Birmingham, Alabama	$2.7B	+$73.2M	3	14.65%	Increased
168	Truist Financial Charlotte, North Carolina	$2.7B	-$14.1M	49	4.41%	Reduced
169	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.65B	+$615M	25	5.72%	Increased
170	JP Morgan Private Wealth Advisors San Francisco, California	$2.64B	+$298M	45	6.84%	Increased
171	Generation Investment Management London, United Kingdom	$2.64B	+$775M	3	10.95%	Increased
172	Cresset Asset Management Chicago, Illinois	$2.63B	+$66M	31	37.24%	Increased
173	Baird Financial Group Milwaukee, Wisconsin	$2.53B	+$66.7M	28	6.57%	Increased
174	Ninety One (UK) London, United Kingdom	$2.52B	+$176M	5	6.53%	Increased
175	1832 Asset Management Toronto, Ontario, Canada	$2.51B	-$9.02M	17	4.85%	Reduced