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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$3.3B	+$32M	29	6.46%	Increased
152	Allspring Global Investments Charlotte, North Carolina	$3.29B	-$104M	41	5.7%	Reduced
153	Public Employees Retirement Association of Colorado Denver, Colorado	$3.28B	-$20.8M	35	13.99%	Reduced
154	Holocene Advisors New York	$3.23B	+$1.07B	18	9.42%	Increased
155	Cerity Partners New York	$3.23B	+$555M	49	6.54%	Increased
156	Nomura Asset Management Tokyo, Japan	$3.16B	+$137M	36	9.66%	Increased
157	Coatue Management New York	$3.15B	-$81.8M	11	13.89%	Reduced
158	Thrivent Financial for Lutherans Minneapolis, Minnesota	$3.14B	+$143M	37	6.9%	Increased
159	Caledonia Investments (Australia) Sydney NSW, Australia	$3.11B	-$470M	4	50.59%	Reduced
160	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.03B	-$55.6M	68	11%	Reduced
161	Truist Financial Charlotte, North Carolina	$3.02B	-$99.7M	33	4.83%	Reduced
162	BAMCO Inc New York	$3.01B	+$158M	14	8.84%	Increased
163	Qube Research & Technologies (QRT) London, United Kingdom	$2.99B	+$381M	75	3.47%	Increased
164	Squarepoint New York	$2.93B	+$643M	82	3.56%	Increased
165	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.86B	+$142M	22	11.39%	Increased
166	Federated Hermes Pittsburgh, Pennsylvania	$2.86B	+$157M	60	6.17%	Increased
167	Parnassus Investments San Francisco, California	$2.85B	-$212M	5	6.85%	Reduced
168	Rockefeller Capital Management New York	$2.84B	+$224M	17	7.02%	Increased
169	Asset Management One Tokyo, Japan	$2.82B	+$165M	32	9.76%	Increased
170	Appaloosa LP Short Hills, New Jersey	$2.82B	-$422M	6	33.61%	Reduced
171	KBC Group Brussels, Belgium	$2.78B	-$829M	40	8.62%	Reduced
172	AustralianSuper Melbourne, Australia	$2.77B	-$369M	10	15.65%	Reduced
173	Vontobel Holding Zurich, Switzerland	$2.76B	-$273M	33	10.05%	Reduced
174	Fred Alger Management New York	$2.75B	-$128M	18	15.68%	Reduced
175	CIBC World Market Toronto, Ontario, Canada	$2.74B	-$141M	30	5.87%	Reduced