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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3001
GIM
Guild Investment Management
California
$0 -$6.96M 0 – Closed
3002
Guinness Asset Management
Guinness Asset Management
United Kingdom
$0 -$1.7M 0 – Closed
3003
GAAM
Guinness Atkinson Asset Management
California
$0 -$7.04M 0 – Closed
3004
HIM
Hanlon Investment Management
New Jersey
$0 -$358K 0 – Closed
3005
Hawk Ridge Capital Management
Hawk Ridge Capital Management
California
$0 -$760K 0 – Closed
3006
HH
HWG Holdings
Texas
$0 -$3.58M 0 – Closed
3007
Investor AB
Investor AB
Sweden
$0 -$1.06M 0 – Closed
3008
IIM
Ironwood Investment Management
Massachusetts
$0 -$247K 0 – Closed
3009
KCP
KDI Capital Partners
North Carolina
$0 -$4.02M 0 – Closed
3010
LIM
Lagoda Investment Management
New York
$0 -$401K 0 – Closed
3011
LCM
Leonard Capital Management
Florida
$0 -$15.7M 0 – Closed
3012
LG
Leuthold Group
Minnesota
$0 -$3.96M 0 – Closed
3013
LCM
Lomas Capital Management
New York
$0 -$12.1M 0 – Closed
3014
LOGI
Long Oar Global Investors
New York
$0 -$3.36M 0 – Closed
3015
MCI
McDonald Capital Investors
California
$0 -$16.7M 0 – Closed
3016
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$0 -$9.08M 0 – Closed
3017
MG
Meritage Group
California
$0 -$125M 0 – Closed
3018
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$0 -$3.14M 0 – Closed
3019
NOCM
Night Owl Capital Management
Connecticut
$0 -$5.49M 0 – Closed
3020
Old Mission Capital
Old Mission Capital
Illinois
$0 -$159K 0 – Closed
3021
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$0 -$657K 0 – Closed
3022
PAG
Pinnacle Advisory Group
Maryland
$0 -$865K 0 – Closed
3023
PAM
PVG Asset Management
Colorado
$0 -$3.58M 0 – Closed
3024
RP
Realm Partners
New York
$0 -$3.14M 0 – Closed
3025
RWJF
Robert Wood Johnson Foundation
New Jersey
$0 -$1.08M 0 – Closed