← All themes

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	Alkeon Capital Management New York	$2.35B	-$651M	10	4.21%	Reduced
152	JP Morgan Private Wealth Advisors San Francisco, California	$2.35B	+$2.35B	33	6.7%	Increased
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.32B	-$204M	38	10.37%	Reduced
154	Generation Investment Management London, United Kingdom	$2.31B	-$139M	3	12.16%	Reduced
155	Baird Financial Group Milwaukee, Wisconsin	$2.27B	-$12.2M	20	6.19%	Reduced
156	Temasek Holdings Singapore	$2.26B	+$41.6M	10	13.47%	Increased
157	NMO Newlands Management Operations Dallas, Texas	$2.26B	$0	7	24.18%	Maintained
158	KBC Group Brussels, Belgium	$2.23B	+$311M	39	9.1%	Increased
159	Flossbach Von Storch Cologne, Germany	$2.23B	-$56.6M	8	9.83%	Reduced
160	GQG Partners Ft. Lauderdale, Florida	$2.22B	-$1.63B	5	5.13%	Reduced
161	STRS Ohio Columbus, Ohio	$2.19B	-$32.6M	49	9.74%	Reduced
162	1832 Asset Management Toronto, Ontario, Canada	$2.19B	-$504M	15	3.1%	Reduced
163	AustralianSuper Melbourne, Australia	$2.14B	-$68.4M	9	13.86%	Reduced
164	Tiger Global Management New York	$2.12B	+$586M	13	15.6%	Increased
165	Federated Hermes Pittsburgh, Pennsylvania	$2.1B	+$10.5M	65	5.59%	Increased
166	Creative Planning Overland Park, Kansas	$2.09B	+$87.3M	50	2.79%	Increased
167	Zurich Cantonal Bank Zurich, Switzerland	$2.07B	+$86.9M	71	9.14%	Increased
168	Asset Management One Tokyo, Japan	$2.07B	-$18.6M	31	9.21%	Reduced
169	Man Group London, United Kingdom	$2.05B	-$2.19B	0	–	Closed
170	Acadian Asset Management Boston, Massachusetts	$2.04B	-$31.6K	51	8.55%	Reduced
171	Fred Alger Management New York	$2.03B	-$143M	16	11.67%	Reduced
172	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.01B	+$20M	35	4.77%	Increased
173	Wellcome Trust London, United Kingdom	$1.98B	+$89.3M	6	26.26%	Increased
174	Treasurer of the State of North Carolina Raleigh, North Carolina	$1.97B	+$10.8M	20	10.65%	Increased
175	SP Summit Partners Boston, Massachusetts	$1.96B	+$1.7B	3	67.26%	Increased