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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	Aspex Management (HK) Central, Hong Kong	$2.28B	+$3.42M	8	56.07%	Increased
152	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$2.26B	+$119M	22	6.45%	Increased
153	KBC Group Brussels, Belgium	$2.24B	+$90.9M	38	9.52%	Increased
154	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$2.24B	+$263M	34	3.55%	Increased
155	BAMCO Inc New York	$2.23B	+$38.9M	14	6.69%	Increased
156	Mackenzie Financial Toronto Ontario, Ontario, Canada	$2.16B	+$22.8M	31	3.33%	Increased
157	Generation Investment Management London, United Kingdom	$2.13B	-$364M	3	11.37%	Reduced
158	First Trust Advisors Wheaton, Illinois	$2.12B	-$479M	42	2.45%	Reduced
159	STRS Ohio Columbus, Ohio	$2.12B	-$31.4M	44	9.16%	Reduced
160	Fred Alger Management New York	$2.09B	+$98.6M	18	11.19%	Increased
161	Aviva London, United Kingdom	$2.09B	+$16M	32	9.46%	Increased
162	Flossbach Von Storch Cologne, Germany	$2.08B	+$32.1M	9	8.74%	Increased
163	Federated Hermes Pittsburgh, Pennsylvania	$2.06B	+$152M	63	5.18%	Increased
164	1832 Asset Management Toronto, Ontario, Canada	$2B	+$483M	18	2.91%	Increased
165	Winslow Capital Management Minneapolis, Minnesota	$1.97B	+$327M	6	10.07%	Increased
166	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.97B	-$114M	42	4.8%	Reduced
167	Asset Management One Tokyo, Japan	$1.95B	+$29M	32	8.83%	Increased
168	Creative Planning Overland Park, Kansas	$1.89B	+$12.5M	44	2.73%	Increased
169	Wellcome Trust London, United Kingdom	$1.86B	-$32.7M	5	25.88%	Reduced
170	Man Group London, United Kingdom	$1.82B	-$1.85B	0	–	Closed
171	First Manhattan New York	$1.81B	-$117M	30	6.95%	Reduced
172	Zurich Cantonal Bank Zurich, Switzerland	$1.81B	+$87.5M	74	8.81%	Increased
173	Retirement Systems of Alabama Montgomery, Alabama	$1.81B	-$90.8M	15	7.84%	Reduced
174	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.8B	+$15.1M	21	10.21%	Increased
175	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.72B	-$2.42M	30	7.64%	Reduced