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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	Teacher Retirement System of Texas Austin, Texas	$1.8B	+$194M	28	14.65%	Increased
177	Mirae Asset Global Investments Seoul, South Korea	$1.79B	-$58.3M	44	10.77%	Reduced
178	Baird Financial Group Milwaukee, Wisconsin	$1.77B	+$27.4M	21	6.66%	Increased
179	Cresset Asset Management Chicago, Illinois	$1.77B	+$33.1M	15	38.74%	Increased
180	Royal London Asset Management United Kingdom	$1.76B	-$52.7M	19	12.3%	Reduced
181	JP Morgan Private Wealth Advisors San Francisco, California	$1.74B	+$38.9M	27	7.92%	Increased
182	CFM Comprehensive Financial Management Los Gatos, California	$1.73B	-$4.54M	4	20.58%	Reduced
183	SCGE Management Menlo Park, California	$1.73B	+$68.9M	5	33.45%	Increased
184	Coatue Management New York	$1.71B	-$639M	11	15.05%	Reduced
185	Osaic Holdings Scottsdale, Arizona	$1.71B	+$58.1M	82	5.74%	Increased
186	William Blair Investment Management Chicago, Illinois	$1.71B	-$1.11B	14	6.95%	Reduced
187	Baupost Group Boston, Massachusetts	$1.68B	-$12.9M	1	21.01%	Reduced
188	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.67B	+$98.7M	15	6.97%	Increased
189	Nomura Asset Management Tokyo, Japan	$1.62B	+$15M	24	13.75%	Increased
190	Handelsbanken Fonder Stockholm, Sweden	$1.62B	+$765M	39	13.58%	Increased
191	Independent Franchise Partners London, United Kingdom	$1.62B	-$23.9M	5	16.42%	Reduced
192	Third Point New York	$1.61B	+$721M	4	22.1%	Increased
193	Parnassus Investments San Francisco, California	$1.61B	+$225M	4	5.59%	Increased
194	USS Investment Management London, United Kingdom	$1.61B	+$90.5M	18	16.79%	Increased
195	Millennium Management New York	$1.6B	+$413M	77	2.2%	Increased
196	DSM Capital Partners Palm Beach Gardens, Florida	$1.51B	+$33.2M	7	17.97%	Increased
197	GGHC Gilder Gagnon Howe & Co New York	$1.47B	+$69.9M	16	11.5%	Increased
198	ACI AMP Capital Investors Sydney, Australia	$1.47B	+$30.6M	27	9.24%	Increased
199	MUFG Securities EMEA London, United Kingdom	$1.46B	-$500M	10	12.75%	Reduced
200	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$1.46B	+$50.8M	33	11.82%	Increased