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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.23B	+$11.7M	37	6.15%	Increased
152	Edgewood Management Greenwich, Connecticut	$3.21B	+$191M	4	8.66%	Increased
153	Independent Franchise Partners London, United Kingdom	$3.2B	-$147M	6	28.26%	Reduced
154	Los Angeles Capital Management Los Angeles, California	$3.2B	-$798M	35	12.94%	Reduced
155	Parnassus Investments San Francisco, California	$3.15B	+$1.2B	4	6.69%	Increased
156	Truist Financial Charlotte, North Carolina	$3.11B	-$78.8M	34	4.88%	Reduced
157	Creative Planning Overland Park, Kansas	$3.11B	+$132M	57	3.08%	Increased
158	Generation Investment Management London, United Kingdom	$3.11B	-$126M	3	14.52%	Reduced
159	Vontobel Holding Zurich, Switzerland	$3.05B	-$144M	34	9.83%	Reduced
160	Alkeon Capital Management New York	$2.98B	-$68.3M	9	5.11%	Reduced
161	Nomura Asset Management Tokyo, Japan	$2.94B	+$84.6M	33	9.07%	Increased
162	Millennium Management New York	$2.92B	-$4.57B	111	1.39%	Reduced
163	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.9B	-$228M	30	6.87%	Reduced
164	Storebrand Asset Management Lysaker, Norway	$2.87B	+$167M	33	9.04%	Increased
165	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$2.86B	-$42M	86	6.44%	Reduced
166	Appaloosa LP Short Hills, New Jersey	$2.81B	+$316M	6	41.79%	Increased
167	Fred Alger Management New York	$2.79B	-$48.4M	15	13.54%	Reduced
168	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.76B	+$957K	23	11.04%	Increased
169	BAMCO Inc New York	$2.76B	-$67M	14	7.32%	Reduced
170	Cerity Partners New York	$2.75B	+$375M	46	6.08%	Increased
171	Federated Hermes Pittsburgh, Pennsylvania	$2.73B	-$50M	62	5.99%	Reduced
172	AustralianSuper Melbourne, Australia	$2.71B	+$274M	9	13.51%	Increased
173	Flossbach Von Storch Cologne, Germany	$2.69B	-$197M	10	10.56%	Reduced
174	Citadel Advisors Miami, Florida	$2.64B	-$2.34B	120	0.51%	Reduced
175	STRS Ohio Columbus, Ohio	$2.64B	-$55.8M	45	10.14%	Reduced