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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	$79B	+$1.5B	57	4.41%	Increased
2	State Street Boston, Massachusetts	$51.5B	+$1.3B	51	4.85%	Increased
3	Fidelity Investments Boston, Massachusetts	$41.4B	-$1.12B	33	5.54%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$34.4B	+$546M	57	5.09%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$30.9B	+$524M	35	6.14%	Increased
6	BlackRock Fund Advisors San Francisco, California	$19.8B	+$1.31B	55	3.65%	Increased
7	Capital World Investors Los Angeles, California	$19.5B	-$1.69B	9	4.91%	Reduced
8	Northern Trust Chicago, Illinois	$15.3B	-$417M	59	4.7%	Reduced
9	Capital Research Global Investors Los Angeles, California	$14.5B	+$454M	7	4.71%	Increased
10	Bank of New York Mellon New York	$14.1B	-$666M	56	4.06%	Reduced
11	Invesco Atlanta, Georgia	$13.7B	+$856M	48	4.59%	Increased
12	Baillie Gifford & Co Edinburgh, United Kingdom	$12.8B	-$59.8M	15	21.03%	Reduced
13	Wellington Management Group Boston, Massachusetts	$12.7B	-$637M	29	3.19%	Reduced
14	BlackRock Group London, United Kingdom	$12.2B	+$412M	49	5.82%	Increased
15	Bank of America Charlotte, North Carolina	$12.2B	+$443M	59	2.63%	Increased
16	JP Morgan Chase New York	$12.1B	+$22.3M	54	2.9%	Increased
17	Goldman Sachs New York	$11.8B	+$243M	58	3.33%	Increased
18	Geode Capital Management Boston, Massachusetts	$11.3B	+$491M	54	5.27%	Increased
19	Morgan Stanley New York	$10.9B	-$822M	64	3.57%	Reduced
20	Norges Bank Oslo, Norway	$10.1B	-$394M	24	4.4%	Reduced
21	Wells Fargo San Francisco, California	$9.62B	-$687M	59	3.4%	Reduced
22	Jennison Associates New York	$8.74B	-$165M	15	9.76%	Reduced
23	Ameriprise Minneapolis, Minnesota	$8.14B	-$319M	36	4.44%	Reduced
24	TIAA CREF Investment Management New York	$7.61B	-$732M	49	5.68%	Reduced
25	Massachusetts Financial Services Boston, Massachusetts	$6.83B	-$151M	11	3.34%	Reduced