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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	Caledonia Investments (Australia) Sydney NSW, Australia	$2.53B	-$20.1M	4	45.79%	Reduced
177	Federated Hermes Pittsburgh, Pennsylvania	$2.52B	-$48.8M	64	5.97%	Reduced
178	Eagle Capital Management (New York) New York	$2.51B	-$54.4M	2	9.3%	Reduced
179	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.49B	+$48M	27	11.96%	Increased
180	Storebrand Asset Management Lysaker, Norway	$2.48B	+$9.99M	33	8.24%	Increased
181	Panagora Asset Management Boston, Massachusetts	$2.44B	+$3.45M	41	12.25%	Increased
182	Sustainable Growth Advisers Stamford, Connecticut	$2.41B	+$259M	3	10.65%	Increased
183	Asset Management One Tokyo, Japan	$2.4B	-$33.1M	31	9.18%	Reduced
184	HH HSG Holding Na, Hong Kong	$2.38B	+$1.79B	4	87.63%	Increased
185	AustralianSuper Melbourne, Australia	$2.37B	-$198M	9	13.65%	Reduced
186	CIBC World Market Toronto, Ontario, Canada	$2.37B	+$433M	23	5.45%	Increased
187	Skye Global Management West Palm Beach, Florida	$2.33B	-$118M	4	52.64%	Reduced
188	DnB Asset Management Oslo, Norway	$2.31B	+$518M	23	11.04%	Increased
189	Retirement Systems of Alabama Montgomery, Alabama	$2.26B	+$33.2M	16	8.74%	Increased
190	Jacobs Levy Equity Management Florham Park, New Jersey	$2.25B	-$128M	38	9.31%	Reduced
191	State of Tennessee, Department of Treasury Nashville, Tennessee	$2.24B	-$29.8M	31	8.24%	Reduced
192	Fifth Third Bancorp Cincinnati, Ohio	$2.24B	+$25.6M	44	8.52%	Increased
193	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.2B	-$1.07B	35	9.61%	Reduced
194	Cerity Partners New York	$2.2B	-$65.2M	41	5.79%	Reduced
195	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.18B	-$58.7M	15	53.75%	Reduced
196	First Manhattan New York	$2.12B	-$24.7M	17	6.8%	Reduced
197	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.11B	+$162M	16	7.14%	Increased
198	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.09B	+$130M	31	4.96%	Increased
199	ING Group Amsterdam, Netherlands	$2.08B	+$114M	16	12.34%	Increased
200	Handelsbanken Fonder Stockholm, Sweden	$2.06B	-$1.27M	44	8.96%	Reduced