← All themes

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	HH HSG Holding Na, Hong Kong	$2.22B	-$115M	4	85.82%	Reduced
202	Osaic Holdings Scottsdale, Arizona	$2.21B	+$85.2M	130	4.99%	Increased
203	HA HHLR Advisors Grand Cayman, Cayman Islands	$2.21B	-$355M	11	48.51%	Reduced
204	Two Sigma Investments New York	$2.2B	+$30.9M	77	4.82%	Increased
205	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.16B	-$13.6M	9	9.27%	Reduced
206	Credit Agricole Montrouge Cedex, France	$2.09B	+$693M	37	9%	Increased
207	Cetera Investment Advisers Schaumburg, Illinois	$2.09B	-$3.92M	42	4.57%	Reduced
208	CIBC Asset Management Toronto, Ontario, Canada	$2.04B	+$133M	29	6.63%	Increased
209	Janney Montgomery Scott Philadelphia, Pennsylvania	$2.04B	+$27.1M	31	5.69%	Increased
210	First Manhattan New York	$2.03B	-$228M	14	6.03%	Reduced
211	CI Investments Inc Toronto, Ontario, Canada	$2.01B	-$18.5M	32	7.63%	Reduced
212	KeyBank National Association Cleveland, Ohio	$1.99B	-$56.4M	18	7.66%	Reduced
213	M&T Bank Buffalo, New York	$1.97B	-$67M	37	6.48%	Reduced
214	Resona Asset Management Koto-Ku,tokyo, Japan	$1.97B	-$32.4M	21	11.41%	Reduced
215	AMF Tjänstepension Stockholm, Sweden	$1.95B	+$449M	9	13.95%	Increased
216	State of Michigan Retirement System Lansing, Michigan	$1.91B	+$47.7M	18	9.46%	Increased
217	Axiom Investors Greenwich, Connecticut	$1.9B	-$44.4M	7	16.69%	Reduced
218	Rathbones Group Liverpool, United Kingdom	$1.9B	+$5.1M	12	9.57%	Increased
219	Wellcome Trust London, United Kingdom	$1.89B	-$58.7M	4	22.97%	Reduced
220	Calamos Advisors Naperville, Illinois	$1.88B	-$19.8M	11	8.11%	Reduced
221	Ninety One (UK) London, United Kingdom	$1.87B	-$145M	10	5%	Reduced
222	MetLife Investment Management Whippany, New Jersey	$1.87B	+$8.1M	63	10.7%	Increased
223	Dragoneer Investment Group San Francisco, California	$1.85B	+$94.6M	4	32.17%	Increased
224	SP Summit Partners Boston, Massachusetts	$1.85B	-$38.1M	3	82.49%	Reduced
225	UniSuper Management Melbourne, Victoria, Australia	$1.82B	+$254M	21	13.69%	Increased