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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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.79B	-$60.8M	32	2.99%	Reduced
152	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.77B	-$315M	39	4.58%	Reduced
153	STRS Ohio Columbus, Ohio	$1.77B	-$52.8M	50	7.98%	Reduced
154	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$1.75B	-$313M	22	5.38%	Reduced
155	KBC Group Brussels, Belgium	$1.74B	+$88.1M	39	8.44%	Increased
156	Aviva London, United Kingdom	$1.68B	+$180M	35	8.27%	Increased
157	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.68B	-$609M	39	2.97%	Reduced
158	Flossbach Von Storch Cologne, Germany	$1.67B	-$367M	9	6.38%	Reduced
159	Man Group London, United Kingdom	$1.65B	+$245M	49	5.92%	Increased
160	Federated Hermes Pittsburgh, Pennsylvania	$1.65B	-$140M	60	4.56%	Reduced
161	Mariner Overland Park, Kansas	$1.64B	+$298M	46	5.28%	Increased
162	Wellcome Trust London, United Kingdom	$1.64B	$0	5	24.2%	Maintained
163	Fred Alger Management New York	$1.6B	-$329M	21	8.65%	Reduced
164	Corient Private Wealth Miami, Florida	$1.58B	+$1.74B	29	5.74%	New
165	Two Sigma Advisers New York	$1.57B	+$439M	68	4.4%	Increased
166	Asset Management One Tokyo, Japan	$1.56B	-$76.4M	33	7.61%	Reduced
167	First Manhattan New York	$1.56B	-$215M	35	5.71%	Reduced
168	National Bank of Canada Montreal, Quebec, Canada	$1.55B	+$580M	57	3.94%	Increased
169	Retirement Systems of Alabama Montgomery, Alabama	$1.54B	-$44M	16	6.73%	Reduced
170	SEI Investments Oaks, Pennsylvania	$1.54B	-$152M	60	3.43%	Reduced
171	Creative Planning Overland Park, Kansas	$1.51B	+$76.3M	39	2.27%	Increased
172	Coatue Management New York	$1.47B	+$55.1M	12	16.47%	Increased
173	Bank of Nova Scotia Toronto, Ontario, Canada	$1.47B	+$427M	20	3.79%	Increased
174	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.45B	+$14M	21	8.82%	Increased
175	Maverick Capital Dallas, Texas	$1.43B	-$124M	18	33.85%	Reduced