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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	NMO Newlands Management Operations Dallas, Texas	$2.81B	$0	7	25.75%	Maintained
152	BAMCO Inc New York	$2.75B	-$16M	13	7.32%	Reduced
153	Acadian Asset Management Boston, Massachusetts	$2.74B	+$409M	58	10.64%	Increased
154	Viking Global Investors Stamford, Connecticut	$2.74B	-$228M	6	10.04%	Reduced
155	Truist Financial Charlotte, North Carolina	$2.72B	-$386M	38	4.33%	Reduced
156	Generation Investment Management London, United Kingdom	$2.67B	-$104M	3	12.12%	Reduced
157	WCM Investment Management Laguna Beach, California	$2.66B	+$703M	6	7.35%	Increased
158	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.64B	+$923K	43	10.57%	Increased
159	Osaic Holdings Scottsdale, Arizona	$2.64B	-$785M	122	4.62%	Reduced
160	KBC Group Brussels, Belgium	$2.62B	+$62.8M	37	9.29%	Increased
161	Zurich Cantonal Bank Zurich, Switzerland	$2.56B	+$172M	71	9.8%	Increased
162	William Blair Investment Management Chicago, Illinois	$2.56B	+$383M	15	7.44%	Increased
163	Fred Alger Management New York	$2.47B	+$36M	13	13.31%	Increased
164	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.43B	+$103M	15	48.88%	Increased
165	STRS Ohio Columbus, Ohio	$2.39B	-$93.5M	48	9.94%	Reduced
166	Temasek Holdings Singapore	$2.36B	+$56.3M	10	13.22%	Increased
167	Creative Planning Overland Park, Kansas	$2.35B	-$16.8M	42	4.35%	Reduced
168	AustralianSuper Melbourne, Australia	$2.33B	-$177M	8	13.98%	Reduced
169	Flossbach Von Storch Cologne, Germany	$2.32B	-$231M	8	10.58%	Reduced
170	Storebrand Asset Management Lysaker, Norway	$2.32B	+$116M	32	8.39%	Increased
171	Asset Management One Tokyo, Japan	$2.3B	-$62.6M	30	9.27%	Reduced
172	Thrivent Financial for Lutherans Minneapolis, Minnesota	$2.3B	+$15.7M	33	5.01%	Increased
173	Alkeon Capital Management New York	$2.29B	-$466M	10	5.11%	Reduced
174	Natixis Advisors Boston, Massachusetts	$2.28B	+$162M	25	6%	Increased
175	Man Group London, United Kingdom	$2.28B	+$2.12B	61	6.34%	New