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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	INTECH Investment Management West Palm Beach, Florida	$2.01B	+$2.24B	18	11.56%	New
152	Wellcome Trust London, United Kingdom	$2B	-$47.6M	5	26.13%	Reduced
153	Citadel Advisors Miami, Florida	$1.99B	+$433M	137	0.51%	Increased
154	STRS Ohio Columbus, Ohio	$1.94B	+$12.8M	51	8.72%	Increased
155	Osaic Holdings Scottsdale, Arizona	$1.9B	+$21.3M	135	4.19%	Increased
156	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.9B	-$979K	29	3.04%	Reduced
157	Independent Franchise Partners London, United Kingdom	$1.88B	+$90.7M	7	17.66%	Increased
158	BNP Paribas Asset Management Paris, France	$1.86B	+$202M	21	7.12%	Increased
159	Millennium Management New York	$1.83B	+$66.7M	115	1.14%	Increased
160	Federated Hermes Pittsburgh, Pennsylvania	$1.79B	-$25.5M	58	4.86%	Reduced
161	Retirement Systems of Alabama Montgomery, Alabama	$1.78B	+$4.7M	15	7.64%	Increased
162	Caledonia Investments (Australia) Sydney NSW, Australia	$1.77B	+$32.6M	4	46.35%	Increased
163	Asset Management One Tokyo, Japan	$1.75B	-$27.3M	35	8.21%	Reduced
164	Natixis Paris, France	$1.72B	-$266M	23	6.25%	Reduced
165	SEI Investments Oaks, Pennsylvania	$1.7B	+$241M	70	3.67%	Increased
166	Skye Global Management West Palm Beach, Florida	$1.7B	+$56.6M	5	36.72%	Increased
167	Coatue Management New York	$1.67B	+$97.5M	17	20.2%	Increased
168	Aviva London, United Kingdom	$1.62B	+$179M	41	8.6%	Increased
169	Artisan Partners Milwaukee, Wisconsin	$1.6B	-$167M	15	2.7%	Reduced
170	Creative Planning Overland Park, Kansas	$1.58B	+$199M	36	2.61%	Increased
171	1832 Asset Management Toronto, Ontario, Canada	$1.56B	-$502M	18	2.73%	Reduced
172	Parnassus Investments San Francisco, California	$1.55B	-$80.3M	5	3.71%	Reduced
173	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.54B	+$33.5M	21	9.74%	Increased
174	Hudson Bay Capital Management Stamford, Connecticut	$1.5B	+$1.56B	20	11.32%	Increased
175	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.49B	+$5.56M	28	6.89%	Increased