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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	Ninety One (UK) London, United Kingdom	$2.25B	+$59.1M	9	6.26%	Increased
202	Lansforsakringar Fondforvaltning Stockholm, Sweden	$2.23B	-$78.9M	24	13.71%	Reduced
203	Handelsbanken Fonder Stockholm, Sweden	$2.22B	-$118M	44	9.15%	Reduced
204	Cetera Investment Advisers Schaumburg, Illinois	$2.21B	+$118M	47	4.28%	Increased
205	Pershing Square Capital Management New York	$2.21B	+$2.18B	1	18.5%	New
206	Lord, Abbett & Co Jersey City, New Jersey	$2.18B	+$347M	21	7.77%	Increased
207	State of New Jersey Common Pension Fund D Trenton, New Jersey	$2.17B	-$203M	37	9.79%	Reduced
208	CIBC Asset Management Toronto, Ontario, Canada	$2.17B	-$25.6M	29	7.19%	Reduced
209	CAPTRUST Financial Advisors Raleigh, North Carolina	$2.16B	+$398M	27	5.43%	Increased
210	Teacher Retirement System of Texas Austin, Texas	$2.11B	-$295M	46	8.82%	Reduced
211	Bridgewater Associates Westport, Connecticut	$2.1B	+$1B	24	9.74%	Increased
212	Edgewood Management Greenwich, Connecticut	$2.1B	+$820M	5	7.3%	Increased
213	Sustainable Growth Advisers Stamford, Connecticut	$2.1B	+$82.7M	6	11.7%	Increased
214	Daiwa Securities Group Tokyo, Japan	$2.08B	+$455M	37	8.78%	Increased
215	Natixis Paris, France	$2.08B	+$1.1B	25	11.31%	Increased
216	Luther King Capital Management (LKCM) Fort Worth, Texas	$2.07B	-$31.2M	8	9.58%	Reduced
217	Rathbones Group Liverpool, United Kingdom	$2.03B	+$110M	11	9.83%	Increased
218	Resona Asset Management Koto-Ku,tokyo, Japan	$2.03B	+$150M	22	11.76%	Increased
219	Generation Investment Management London, United Kingdom	$2B	-$926M	3	12.08%	Reduced
220	Janney Montgomery Scott Philadelphia, Pennsylvania	$1.99B	-$1.4M	31	5.64%	Reduced
221	Menora Mivtachim Holdings Ramat Gan, Israel	$1.95B	-$86.4M	5	12.64%	Reduced
222	Citadel Advisors Miami, Florida	$1.94B	-$1.4B	127	0.37%	Reduced
223	Viking Global Investors Stamford, Connecticut	$1.93B	+$246M	4	6.15%	Increased
224	AMF Tjänstepension Stockholm, Sweden	$1.92B	-$27.7M	7	14.21%	Reduced
225	First Manhattan New York	$1.92B	-$24.2M	14	5.61%	Reduced