← All themes E-Commerce

Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
126	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$1.14B	+$214M	1	81.91%	Increased
127	Carmignac Gestion Paris, France	$1.12B	+$6.43M	3	9.09%	Increased
128	JSP Jackson Square Partners Larkspur, California	$1.12B	-$41.4M	6	5.72%	Reduced
129	Viking Global Investors Stamford, Connecticut	$1.11B	-$1.22B	3	7.48%	Reduced
130	Renaissance Technologies New York	$1.1B	+$70.6M	27	1.4%	Increased
131	DZ Bank Frankfurt Am Main, Germany	$1.09B	+$23.6M	6	5.06%	Increased
132	State of Tennessee, Department of Treasury Nashville, Tennessee	$1.09B	+$52.1M	13	5.22%	Increased
133	PCM Primavera Capital Management George Town, Cayman Islands	$1.09B	-$98.8M	1	47.13%	Reduced
134	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.08B	+$6.1M	15	4.48%	Increased
135	Macquarie Group Sydney, NSW 2000, Australia	$1.07B	-$43.9M	19	1.96%	Reduced
136	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.05B	+$116M	6	5.79%	Increased
137	Citigroup New York	$1.05B	-$83.1M	32	0.95%	Reduced
138	Axa Paris, France	$1.05B	+$12.1M	15	4.75%	Increased
139	NFA Nationwide Fund Advisors Columbus, Ohio	$1.04B	-$49.2M	25	4.18%	Reduced
140	TCM Tybourne Capital Management Hong Kong	$1.04B	+$20.3M	3	46.47%	Increased
141	US Bancorp Minneapolis, Minnesota	$1.03B	+$2.52M	20	3.44%	Increased
142	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$991M	-$2.46M	17	5.45%	Reduced
143	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$980M	+$90.3M	4	5.84%	Increased
144	Prudential plc London, England, United Kingdom	$976M	-$3.77M	8	3.2%	Reduced
145	SEI Investments Oaks, Pennsylvania	$974M	+$48.5M	22	3.88%	Increased
146	NC Northern Cross Boston, Massachusetts	$974M	-$10.2M	1	12.55%	Reduced
147	Teacher Retirement System of Texas Austin, Texas	$967M	-$12.6M	11	6.67%	Reduced
148	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$959M	-$20.4M	11	2.34%	Reduced
149	Aviva London, United Kingdom	$948M	+$21M	10	5.3%	Increased
150	Balyasny Asset Management Chicago, Illinois	$943M	+$60.2M	19	3.89%	Increased