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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	KBC Group Brussels, Belgium	$2.5B	-$175M	37	8.26%	Reduced
177	Teacher Retirement System of Texas Austin, Texas	$2.49B	+$263M	61	11.16%	Increased
178	Retirement Systems of Alabama Montgomery, Alabama	$2.48B	-$54.9M	15	8.65%	Reduced
179	Dodge & Cox San Francisco, California	$2.48B	+$196M	11	1.53%	Increased
180	BNP Paribas Asset Management Paris, France	$2.37B	-$46.8M	22	7.93%	Reduced
181	Ninety One (UK) London, United Kingdom	$2.35B	+$28.5M	6	5.58%	Increased
182	CA Capitolis Advisors New York	$2.35B	+$932M	12	14.01%	Increased
183	Storebrand Asset Management Lysaker, Norway	$2.31B	+$71.9M	33	10.26%	Increased
184	Aviva London, United Kingdom	$2.27B	+$12.8M	44	9.53%	Increased
185	Eagle Capital Management (New York) New York	$2.26B	-$82.2M	1	6.74%	Reduced
186	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.17B	-$130M	31	8%	Reduced
187	SHIM Spruce House Investment Management New York	$2.17B	-$137M	6	67.94%	Reduced
188	Lord, Abbett & Co Jersey City, New Jersey	$2.15B	-$138M	19	4.91%	Reduced
189	Nikko Asset Management Americas New York	$2.14B	-$722M	9	11.23%	Reduced
190	Skye Global Management West Palm Beach, Florida	$2.13B	+$379M	7	35.69%	Increased
191	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.11B	+$39.4M	32	10.89%	Increased
192	Generation Investment Management London, United Kingdom	$2.11B	-$156M	3	8.67%	Reduced
193	Treasurer of the State of North Carolina Raleigh, North Carolina	$2.08B	-$5.03M	25	11%	Reduced
194	TMC Toyota Motor Corp Japan	$2.06B	+$1.7B	2	65%	Increased
195	Davis Selected Advisers Tucson, Arizona	$2.06B	-$80.7M	7	9.58%	Reduced
196	Man Group London, United Kingdom	$2.06B	+$193M	53	6.62%	Increased
197	Fifth Third Bancorp Cincinnati, Ohio	$2.06B	+$9.52M	48	7.99%	Increased
198	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.04B	-$26.2M	13	9.24%	Reduced
199	Panagora Asset Management Boston, Massachusetts	$2.03B	-$144M	43	10.77%	Reduced
200	Nomura Asset Management Tokyo, Japan	$2.01B	-$62.2M	32	10.17%	Reduced