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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	Commonwealth Equity Services Waltham, Massachusetts	$1.15B	+$24.3M	28	4.92%	Increased
177	Mirae Asset Global Investments Seoul, South Korea	$1.15B	+$35.5M	33	8.02%	Increased
178	Macquarie Group Sydney, NSW 2000, Australia	$1.15B	-$78.4M	43	1.93%	Reduced
179	Two Sigma Investments New York	$1.14B	-$190M	45	3.83%	Reduced
180	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$1.11B	$0	1	16.36%	Maintained
181	LPL Financial San Diego, California	$1.11B	+$23.3M	41	2.26%	Increased
182	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.11B	-$135M	22	6.87%	Reduced
183	First Manhattan New York	$1.09B	+$77.6M	22	6.03%	Increased
184	Edgewood Management Greenwich, Connecticut	$1.09B	+$11.9M	2	3.58%	Increased
185	Nikko Asset Management Americas New York	$1.09B	+$97.4M	10	19.3%	Increased
186	Cresset Asset Management Chicago, Illinois	$1.08B	-$3.28M	8	33.06%	Reduced
187	Harris Associates Chicago, Illinois	$1.07B	-$318M	4	2.08%	Reduced
188	M&T Bank Buffalo, New York	$1.05B	+$293M	26	5.26%	Increased
189	ACI AMP Capital Investors Sydney, Australia	$1.05B	+$13.4M	28	5.85%	Increased
190	Flossbach Von Storch Cologne, Germany	$1.05B	+$104M	7	8.34%	Increased
191	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.03B	+$62.2M	21	7.13%	Increased
192	Nomura Asset Management Tokyo, Japan	$1.01B	+$21.3M	23	9.69%	Increased
193	Teacher Retirement System of Texas Austin, Texas	$996M	-$55.4M	20	8.72%	Reduced
194	USS Investment Management London, United Kingdom	$985M	+$34.9M	7	10.19%	Increased
195	Marshall Wace North America New York	$965M	+$143M	32	5.49%	Increased
196	KBC Group Brussels, Belgium	$964M	+$95.7M	32	7.07%	Increased
197	Point72 Asset Management Stamford, Connecticut	$957M	-$184M	30	5.88%	Reduced
198	Envestnet Asset Management Chicago, Illinois	$950M	+$63.8M	42	1.04%	Increased
199	Calamos Advisors Naperville, Illinois	$936M	+$10M	14	5.1%	Increased
200	CIBC World Market Toronto, Ontario, Canada	$934M	+$122M	15	4.19%	Increased