← 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
176
LPU
Lansdowne Partners (UK)
United Kingdom
$979M -$256M 4 9.35% Reduced
177
Boston Partners
Boston Partners
Massachusetts
$977M -$146M 12 1.17% Reduced
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$977M -$361M 13 6.93% Reduced
179
Jane Street
Jane Street
New York
$975M +$306M 39 2.29% Increased
180
First Manhattan
First Manhattan
New York
$972M +$43M 21 5.6% Increased
181
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$971M -$32.7M 14 4.42% Reduced
182
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$968M -$23.7M 12 8.57% Reduced
183
LSV Asset Management
LSV Asset Management
Illinois
$967M +$67.1M 8 1.51% Increased
184
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$967M -$151M 11 2.83% Reduced
185
Nomura Asset Management
Nomura Asset Management
Japan
$964M +$10.8M 20 10% Increased
186
Royal London Asset Management
Royal London Asset Management
United Kingdom
$923M +$896M 10 9.29% New
187
WP
Warburg Pincus
New York
$907M +$150M 2 14.92% Increased
188
MSL
Mackay Shields LLC
New York
$902M +$11.9M 18 6.25% Increased
189
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$884M -$109M 20 7.8% Reduced
190
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$877M +$42.4M 13 6.39% Increased
191
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$875M -$81M 28 5.69% Reduced
192
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$872M +$16.8M 40 7.78% Increased
193
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
$865M -$128M 5 78.23% Reduced
194
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$859M -$3.8M 13 6.79% Reduced
195
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$856M +$29.9M 27 4.47% Increased
196
Westfield Capital Management
Westfield Capital Management
Massachusetts
$847M -$65.2M 5 6.32% Reduced
197
PAR Capital Management
PAR Capital Management
Massachusetts
$840M -$208M 11 9.45% Reduced
198
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$839M -$64.7M 9 6.86% Reduced
199
Point72 Asset Management
Point72 Asset Management
Connecticut
$837M -$36.6M 22 3.34% Reduced
200
USS Investment Management
USS Investment Management
United Kingdom
$834M +$20.5M 6 9.11% Increased
6 7
8
9 10