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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
176	Aviva London, United Kingdom	$670M	+$26.9M	13	5.08%	Increased
177	Korea Investment Corp Seoul, South Korea	$659M	+$74.9M	14	4.59%	Increased
178	Acadian Asset Management Boston, Massachusetts	$656M	+$258M	24	3.43%	Increased
179	Marsico Capital Management Denver, Colorado	$656M	-$250M	4	11.59%	Reduced
180	Public Employees Retirement Association of Colorado Denver, Colorado	$655M	+$26.3M	24	5.51%	Increased
181	Generation Investment Management London, United Kingdom	$649M	+$257M	5	8.34%	Increased
182	HMP HS Management Partners New York	$647M	+$124M	5	25.49%	Increased
183	CIBC Private Wealth Group Atlanta, Georgia	$632M	+$4.7M	9	4.95%	Increased
184	Stifel Financial St. Louis, Missouri	$631M	+$15.4M	22	3.29%	Increased
185	MLICM Metropolitan Life Insurance Company (MetLife) New York	$622M	-$16.6M	29	4.78%	Reduced
186	Natixis Paris, France	$621M	+$29.7M	7	10.35%	Increased
187	Luther King Capital Management (LKCM) Fort Worth, Texas	$621M	-$8.69M	10	5.82%	Reduced
188	Numeric Investors Boston, Massachusetts	$613M	+$151M	13	6.58%	Increased
189	Epoch Investment Partners New York	$608M	-$64.4M	5	2.41%	Reduced
190	Aberdeen Asset Management Aberdeen, United Kingdom	$605M	+$75.3M	13	2.06%	Increased
191	GGHC Gilder Gagnon Howe & Co New York	$599M	-$63M	13	9.63%	Reduced
192	SEI Investments Oaks, Pennsylvania	$591M	+$196M	28	3.6%	Increased
193	AWM Ashmore Wealth Management Wilmington, Delaware	$589M	$0	1	12.52%	Maintained
194	ACI AMP Capital Investors Sydney, Australia	$580M	+$15.2M	15	3.97%	Increased
195	ProShare Advisors Bethesda, Maryland	$574M	+$26.3M	14	6.95%	Increased
196	LPL Financial San Diego, California	$554M	+$299M	19	1.54%	Increased
197	Balyasny Asset Management Chicago, Illinois	$551M	+$52.2M	18	3.82%	Increased
198	AL AJO LP Philadelphia, Pennsylvania	$550M	-$141M	12	2.38%	Reduced
199	IVA International Value Advisers	$546M	-$3.97M	3	14.44%	Reduced
200	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$541M	+$54.4M	13	5.69%	Increased