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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	$67.8B	+$1.09B	57	4.21%	Increased
2	State Street Boston, Massachusetts	$43.1B	-$297M	51	4.63%	Reduced
3	Fidelity Investments Boston, Massachusetts	$35.5B	-$718M	35	4.84%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$29.8B	+$378M	56	4.84%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$27.5B	-$105M	34	5.83%	Reduced
6	Capital World Investors Los Angeles, California	$19.1B	-$1.18B	9	5.15%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$15.7B	+$759M	55	3.47%	Increased
8	Northern Trust Chicago, Illinois	$14B	+$213M	57	4.55%	Increased
9	Bank of New York Mellon New York	$13.1B	-$870M	57	3.99%	Reduced
10	Capital Research Global Investors Los Angeles, California	$12.7B	+$203M	9	4.34%	Increased
11	Baillie Gifford & Co Edinburgh, United Kingdom	$12B	-$230M	14	21.36%	Reduced
12	Wellington Management Group Boston, Massachusetts	$11.5B	-$1.08B	23	2.98%	Reduced
13	Invesco Atlanta, Georgia	$11.1B	-$1.32B	48	4.08%	Reduced
14	JP Morgan Chase New York	$10.8B	-$776M	48	2.7%	Reduced
15	Bank of America Charlotte, North Carolina	$10.6B	-$85.6M	62	2.45%	Reduced
16	Morgan Stanley New York	$10.5B	-$216M	62	3.8%	Reduced
17	BlackRock Group London, United Kingdom	$10.3B	+$733M	47	5.36%	Increased
18	Goldman Sachs New York	$9.9B	-$948M	54	3.23%	Reduced
19	Geode Capital Management Boston, Massachusetts	$9.35B	+$25.7M	55	5.09%	Increased
20	Norges Bank Oslo, Norway	$9.21B	+$366M	24	4.38%	Increased
21	Wells Fargo San Francisco, California	$8.65B	+$12.6M	56	3.35%	Increased
22	Jennison Associates New York	$7.97B	-$276M	10	8.74%	Reduced
23	Ameriprise Minneapolis, Minnesota	$7.94B	-$216M	34	4.65%	Reduced
24	TIAA CREF Investment Management New York	$7.09B	+$26.3M	48	5.44%	Increased
25	Massachusetts Financial Services Boston, Massachusetts	$6.27B	-$184M	9	3.16%	Reduced