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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
201	NN Investment Partners Holdings The Hague, Netherlands	$647M	-$32.7M	16	6.13%	Reduced
202	1832 Asset Management Toronto, Ontario, Canada	$641M	-$228M	11	2.29%	Reduced
203	KBC Group Brussels, Belgium	$637M	+$64M	24	5.75%	Increased
204	Commerzbank Aktiengesellschaft Frankfurt, Germany	$617M	-$81.1M	12	9.14%	Reduced
205	Glenmede Trust Philadelphia, Pennsylvania	$617M	-$7.04M	27	2.95%	Reduced
206	First Manhattan New York	$613M	-$19.2M	15	3.64%	Reduced
207	GGHC Gilder Gagnon Howe & Co New York	$612M	-$36.4M	10	10.31%	Reduced
208	Victory Capital Management San Antonio, Texas	$610M	-$129M	22	1.45%	Reduced
209	Point72 Asset Management Stamford, Connecticut	$594M	+$452M	17	3.31%	Increased
210	KeyBank National Association Cleveland, Ohio	$585M	-$11M	13	3.51%	Reduced
211	ProShare Advisors Bethesda, Maryland	$578M	-$17.5M	16	6.04%	Reduced
212	Kayne Anderson Rudnick Investment Management Los Angeles, California	$574M	-$141M	10	6.25%	Reduced
213	Zurich Cantonal Bank Zurich, Switzerland	$571M	-$6.81M	38	5.63%	Reduced
214	GC Greenlight Capital New York	$570M	-$275M	1	7.93%	Reduced
215	USS Investment Management London, United Kingdom	$562M	+$33.2M	5	7.77%	Increased
216	AIG American International Group New York	$557M	+$3.47M	41	2.04%	Increased
217	H Hexavest Montreal, Quebec, Canada	$553M	+$21.5M	4	6.57%	Increased
218	Hermes Investment Management London Uk, United Kingdom	$549M	+$35.2M	4	8.89%	Increased
219	Sustainable Growth Advisers Stamford, Connecticut	$537M	-$687K	3	9.12%	Reduced
220	Fiduciary Management Inc Milwaukee, Wisconsin	$536M	-$4.8M	1	3.1%	Reduced
221	Nomura Asset Management Tokyo, Japan	$535M	+$113M	17	7.54%	Increased
222	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$533M	+$217M	14	5.37%	Increased
223	CI Investments Inc Toronto, Ontario, Canada	$529M	-$6.08M	7	6.01%	Reduced
224	M&T Bank Buffalo, New York	$527M	-$93.6M	18	3.18%	Reduced
225	Bank of Nova Scotia Toronto, Ontario, Canada	$526M	+$292M	13	2.25%	Increased