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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	Generation Investment Management London, United Kingdom	$2.96B	-$323M	3	15.42%	Reduced
177	Panagora Asset Management Boston, Massachusetts	$2.9B	+$147M	39	13.41%	Increased
178	Rockefeller Capital Management New York	$2.89B	+$57.6M	17	7.5%	Increased
179	Federated Hermes Pittsburgh, Pennsylvania	$2.89B	-$2.92M	61	6.34%	Reduced
180	DnB Asset Management Oslo, Norway	$2.89B	+$175M	28	12.49%	Increased
181	Flossbach Von Storch Cologne, Germany	$2.83B	-$161M	9	11.24%	Reduced
182	Eagle Capital Management (New York) New York	$2.8B	-$28.5M	1	10.21%	Reduced
183	Focus Partners Wealth Boston, Massachusetts	$2.75B	+$904M	26	7.14%	Increased
184	STRS Ohio Columbus, Ohio	$2.73B	-$128M	42	10.85%	Reduced
185	BAMCO Inc New York	$2.73B	+$7.01M	13	7.06%	Increased
186	BFFIM Baring Fintech Fund III Managers St Peter Port, Guernsey	$2.73B	+$3.08B	1	100%	New
187	Alkeon Capital Management New York	$2.66B	-$445M	9	5.42%	Reduced
188	Mirae Asset Global Investments Seoul, South Korea	$2.65B	+$123M	39	10.77%	Increased
189	Bank Julius Baer & Co Zurich, Switzerland	$2.65B	+$256M	14	8.17%	Increased
190	Fifth Third Bancorp Cincinnati, Ohio	$2.64B	+$4.58M	43	9.57%	Increased
191	Teacher Retirement System of Texas Austin, Texas	$2.64B	+$638M	40	9.51%	Increased
192	Retirement Systems of Alabama Montgomery, Alabama	$2.64B	+$17.3M	16	9.78%	Increased
193	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.61B	+$50.5M	35	10.54%	Increased
194	Jacobs Levy Equity Management Florham Park, New Jersey	$2.61B	+$157M	34	9.23%	Increased
195	Uber San Francisco, California	$2.6B	+$2.49B	2	53.49%	New
196	Appaloosa LP Short Hills, New Jersey	$2.59B	+$195M	6	40.14%	Increased
197	Qube Research & Technologies (QRT) London, United Kingdom	$2.58B	+$809M	69	3.39%	Increased
198	KLP Kapitalforvaltning Oslo, Norway	$2.58B	+$2.45B	62	12.2%	New
199	Lansforsakringar Fondforvaltning Stockholm, Sweden	$2.56B	+$2.44B	24	14.31%	New
200	Skye Global Management West Palm Beach, Florida	$2.56B	-$146M	6	53.26%	Reduced