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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
1	Vanguard Group Malvern, Pennsylvania	$67.6B	+$1.07B	54	4.38%	Increased
2	State Street Boston, Massachusetts	$44.1B	-$213M	49	4.77%	Reduced
3	Fidelity Investments Boston, Massachusetts	$35.6B	-$971M	36	4.92%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$29.9B	+$6.5M	54	4.93%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$25.3B	+$1.16B	33	5.4%	Increased
6	Capital World Investors Los Angeles, California	$18.1B	+$1.8B	11	5%	Increased
7	BlackRock Fund Advisors San Francisco, California	$15.2B	-$187M	52	3.52%	Reduced
8	Bank of New York Mellon New York	$14.2B	-$73.3M	54	4.29%	Reduced
9	Northern Trust Chicago, Illinois	$14B	-$6.18M	55	4.65%	Reduced
10	Invesco Atlanta, Georgia	$12.5B	-$579M	46	5.1%	Reduced
11	Wellington Management Group Boston, Massachusetts	$12.1B	+$78.5M	22	3.18%	Increased
12	JP Morgan Chase New York	$11.7B	-$967M	44	2.99%	Reduced
13	Capital Research Global Investors Los Angeles, California	$11.4B	+$1.3B	10	3.94%	Increased
14	Goldman Sachs New York	$11.2B	+$1.08B	52	3.69%	Increased
15	Baillie Gifford & Co Edinburgh, United Kingdom	$11B	+$104M	16	19.28%	Increased
16	Morgan Stanley New York	$10.8B	-$744M	61	4.15%	Reduced
17	Bank of America Charlotte, North Carolina	$10.8B	-$181M	57	2.62%	Reduced
18	BlackRock Group London, United Kingdom	$9.84B	+$145M	47	5.31%	Increased
19	Geode Capital Management Boston, Massachusetts	$9.48B	+$256M	55	5.03%	Increased
20	Norges Bank Oslo, Norway	$9.06B	+$294M	25	4.45%	Increased
21	Wells Fargo San Francisco, California	$8.64B	-$172M	56	3.44%	Reduced
22	Ameriprise Minneapolis, Minnesota	$8.09B	+$2.32M	37	4.83%	Increased
23	Jennison Associates New York	$7.94B	+$25.4M	9	8.33%	Increased
24	TIAA CREF Investment Management New York	$7.16B	-$119M	45	5.48%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$6.36B	+$142M	10	3.31%	Increased