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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	Federated Hermes Pittsburgh, Pennsylvania	$3.09B	-$96.1M	58	5.75%	Reduced
152	Truist Financial Charlotte, North Carolina	$3.01B	-$12.8M	46	4.58%	Reduced
153	WCM Investment Management Laguna Beach, California	$3B	-$2.27B	7	6.75%	Reduced
154	Baird Financial Group Milwaukee, Wisconsin	$2.93B	-$38.8M	26	6.86%	Reduced
155	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.93B	-$363M	32	6.21%	Reduced
156	Sanders Capital West Palm Beach, Florida	$2.9B	+$27.3M	1	5.91%	Increased
157	Wellcome Trust London, United Kingdom	$2.89B	-$64.6M	5	27.45%	Reduced
158	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.88B	+$64.3M	49	5.53%	Increased
159	BAMCO Inc New York	$2.87B	-$130M	18	6.08%	Reduced
160	Viking Global Investors Stamford, Connecticut	$2.83B	+$539M	10	8.15%	Increased
161	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.82B	+$331M	37	11.22%	Increased
162	1832 Asset Management Toronto, Ontario, Canada	$2.74B	+$570M	17	4.85%	Increased
163	National Bank of Canada Montreal, Quebec, Canada	$2.73B	+$2.76B	58	9.31%	New
164	Royal London Asset Management United Kingdom	$2.72B	+$4.43M	27	10.1%	Increased
165	Whale Rock Capital Management Boston, Massachusetts	$2.68B	-$304M	9	22.61%	Reduced
166	Osaic Holdings Scottsdale, Arizona	$2.64B	-$239M	134	5%	Reduced
167	Asset Management One Tokyo, Japan	$2.64B	-$34.8M	40	9.18%	Reduced
168	First Manhattan New York	$2.63B	-$49.9M	39	8.68%	Reduced
169	Magellan Asset Management Sydney, Australia	$2.63B	-$855M	4	6.7%	Reduced
170	STRS Ohio Columbus, Ohio	$2.63B	-$15.7M	51	9.13%	Reduced
171	William Blair Investment Management Chicago, Illinois	$2.62B	+$266M	22	7.07%	Increased
172	Renaissance Technologies New York	$2.57B	+$449M	109	3.19%	Increased
173	SEI Investments Oaks, Pennsylvania	$2.56B	+$91.5M	71	4.81%	Increased
174	VVP Vulcan Value Partners Birmingham, Alabama	$2.56B	+$232M	3	13.09%	Increased
175	Independent Franchise Partners London, United Kingdom	$2.5B	+$502M	7	19.72%	Increased