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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	Osaic Holdings Scottsdale, Arizona	$1.93B	-$2.73M	136	4.41%	Reduced
152	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.92B	-$58.6M	30	3.29%	Reduced
153	First Manhattan New York	$1.89B	-$162M	34	8.01%	Reduced
154	SEI Investments Oaks, Pennsylvania	$1.83B	+$122M	69	4.09%	Increased
155	Viking Global Investors Stamford, Connecticut	$1.83B	+$280M	6	8.43%	Increased
156	Millennium Management New York	$1.82B	+$22.8M	122	1.08%	Increased
157	Artisan Partners Milwaukee, Wisconsin	$1.82B	+$258M	18	3.2%	Increased
158	Federated Hermes Pittsburgh, Pennsylvania	$1.81B	+$114M	60	5.31%	Increased
159	KBC Group Brussels, Belgium	$1.81B	+$441M	40	9.39%	Increased
160	Skye Global Management West Palm Beach, Florida	$1.79B	-$11.4M	3	41.71%	Reduced
161	Asset Management One Tokyo, Japan	$1.78B	-$17.7M	34	9.06%	Reduced
162	Retirement Systems of Alabama Montgomery, Alabama	$1.77B	-$61.5M	16	8.21%	Reduced
163	Maverick Capital Dallas, Texas	$1.75B	-$86.3M	19	39.52%	Reduced
164	Wellcome Trust London, United Kingdom	$1.74B	-$42.9M	5	27.25%	Reduced
165	Independent Franchise Partners London, United Kingdom	$1.7B	-$52M	7	17.87%	Reduced
166	Parnassus Investments San Francisco, California	$1.66B	+$10.5M	4	4.32%	Increased
167	Aviva London, United Kingdom	$1.63B	+$25.1M	36	9.42%	Increased
168	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.6B	+$104M	30	7.77%	Increased
169	Caledonia Investments (Australia) Sydney NSW, Australia	$1.6B	+$1.13M	4	47.39%	Increased
170	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.59B	+$5.3M	21	10.5%	Increased
171	INTECH Investment Management West Palm Beach, Florida	$1.58B	-$520M	18	11.87%	Reduced
172	Aspex Management (HK) Central, Hong Kong	$1.58B	+$513M	7	46.59%	Increased
173	Creative Planning Overland Park, Kansas	$1.57B	-$42.7M	37	2.71%	Reduced
174	Nomura Asset Management Tokyo, Japan	$1.5B	+$20.2M	34	9.56%	Increased
175	1832 Asset Management Toronto, Ontario, Canada	$1.5B	-$93.7M	21	2.8%	Reduced