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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	William Blair Investment Management Chicago, Illinois	$2.38B	-$104M	15	7.91%	Reduced
177	Baird Financial Group Milwaukee, Wisconsin	$2.37B	+$81.8M	22	7.09%	Increased
178	BNP Paribas Asset Management Paris, France	$2.31B	+$365M	24	10.64%	Increased
179	KBC Group Brussels, Belgium	$2.3B	+$225M	34	10.57%	Increased
180	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.27B	-$35.3M	39	8.51%	Reduced
181	SHIM Spruce House Investment Management New York	$2.24B	-$732M	3	68.55%	Reduced
182	Aviva London, United Kingdom	$2.23B	-$5.09M	28	11.59%	Reduced
183	BNP Paribas Financial Markets Paris, France	$2.19B	-$2.93B	70	4.08%	Reduced
184	Osaic Holdings Scottsdale, Arizona	$2.18B	-$82M	96	5.83%	Reduced
185	Durable Capital Partners Bethesda, Maryland	$2.18B	+$477M	8	19.35%	Increased
186	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.16B	-$183M	21	9.16%	Reduced
187	Edgewood Management Greenwich, Connecticut	$2.16B	-$52.9M	2	4.28%	Reduced
188	Parnassus Investments San Francisco, California	$2.15B	+$146M	5	5.84%	Increased
189	Two Sigma Advisers New York	$2.13B	+$155M	59	5.69%	Increased
190	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$2.12B	+$1.23B	33	5.64%	Increased
191	Man Group London, United Kingdom	$2.12B	-$334M	52	9.31%	Reduced
192	Nomura Asset Management Tokyo, Japan	$2.11B	-$83M	31	14.18%	Reduced
193	Vontobel Holding Zurich, Switzerland	$2.11B	+$2.07B	35	13.8%	New
194	Panagora Asset Management Boston, Massachusetts	$2.1B	-$191M	51	12.45%	Reduced
195	Dodge & Cox San Francisco, California	$2.08B	-$143M	9	1.64%	Reduced
196	Handelsbanken Fonder Stockholm, Sweden	$2.04B	+$9.97M	49	12.38%	Increased
197	Storebrand Asset Management Lysaker, Norway	$2.02B	+$42.7M	30	11.97%	Increased
198	GGHC Gilder Gagnon Howe & Co New York	$2.01B	-$95.7M	17	9.98%	Reduced
199	CC Cederberg Capital London, United Kingdom	$1.97B	+$145M	3	72.52%	Increased
200	Assenagon Asset Management Senningerberg, Luxembourg	$1.94B	-$129M	21	8.45%	Reduced