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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	Alkeon Capital Management New York	$2.95B	-$84.9M	9	4.92%	Reduced
177	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.89B	+$237M	47	4.78%	Increased
178	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$2.87B	+$205M	30	12.48%	Increased
179	CIBC World Market Toronto, Ontario, Canada	$2.84B	-$113M	29	5.63%	Reduced
180	Mirae Asset Global Investments Seoul, South Korea	$2.83B	-$5.31B	37	9.87%	Reduced
181	Focus Partners Wealth Boston, Massachusetts	$2.82B	+$212M	32	6.11%	Increased
182	Uber San Francisco, California	$2.75B	$0	2	58.62%	Maintained
183	Vontobel Holding Zurich, Switzerland	$2.71B	-$255M	33	8.65%	Reduced
184	Los Angeles Capital Management Los Angeles, California	$2.7B	-$28.7M	44	10.11%	Reduced
185	DnB Asset Management Oslo, Norway	$2.68B	-$10.7M	23	11.13%	Reduced
186	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$2.67B	-$89.2M	19	8.05%	Reduced
187	AustralianSuper Melbourne, Australia	$2.66B	-$240M	13	13.45%	Reduced
188	Boston Partners Boston, Massachusetts	$2.61B	+$818M	21	2.9%	Increased
189	Aristotle Capital Management Los Angeles, California	$2.6B	+$974M	5	5.01%	Increased
190	Eagle Capital Management (New York) New York	$2.58B	-$201M	1	8.49%	Reduced
191	STRS Ohio Columbus, Ohio	$2.58B	+$20.6M	53	9.62%	Increased
192	Panagora Asset Management Boston, Massachusetts	$2.56B	-$215M	41	11.56%	Reduced
193	Greenoaks Capital Partners Orinda, California	$2.5B	-$16.9M	4	93.82%	Reduced
194	KLP Kapitalforvaltning Oslo, Norway	$2.48B	+$64.1M	58	10.7%	Increased
195	Retirement Systems of Alabama Montgomery, Alabama	$2.45B	-$30.4M	21	8.76%	Reduced
196	Daiwa Securities Group Tokyo, Japan	$2.44B	+$276M	40	8.99%	Increased
197	Osaic Holdings Scottsdale, Arizona	$2.43B	+$134M	132	4.33%	Increased
198	Bank Julius Baer & Co Zurich, Switzerland	$2.43B	-$3.91M	19	7.21%	Reduced
199	Fifth Third Bancorp Cincinnati, Ohio	$2.4B	-$20.5M	45	8.3%	Reduced
200	Two Sigma Investments New York	$2.36B	+$461M	64	4.18%	Increased