← All themes

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
3101
Pentwater Capital Management
Pentwater Capital Management
Florida
$168K -$1.59M 1 0% Reduced
3102
TCM
TD Capital Management
Tennessee
$153K -$6.97K 4 0.05% Reduced
3103
ASP
Adams Street Partners
Illinois
$150K -$344K 2 0.03% Reduced
3104
MLIM
Mountain Lake Investment Management
Florida
$144K +$131K 1 0.1% New
3105
OAM
Orinda Asset Management
California
$144K -$34.6K 1 0.21% Reduced
3106
TC
Travelers Companies
Minnesota
$134K +$130K 1 0.05% New
3107
EARNEST Partners
EARNEST Partners
Georgia
$127K $0 3 0% Maintained
3108
DSN
D. Scott Neal
Kentucky
$107K +$108K 6 0.08% New
3109
FMA
FNY Managed Accounts
New York
$105K -$325K 1 0.52% Reduced
3110
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$94K +$20.9K 2 0.01% Increased
3111
CWM
Cranbrook Wealth Management
Michigan
$85K -$5.71K 4 0.05% Reduced
3112
EMA
Efficient Market Advisors
California
$77K +$32.6K 1 0.02% Increased
3113
LBG
Lloyds Banking Group
United Kingdom
$74K $0 1 0.6% Maintained
3114
MIM
Macroview Investment Management
Maryland
$62K +$1.69K 4 0.2% Increased
3115
MPAM
Monarch Partners Asset Management
Massachusetts
$57K -$1.45M 1 0.01% Reduced
3116
EPM
Equitec Proprietary Markets
Illinois
$53K -$563K 1 0% Reduced
3117
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$51K +$55K 1 0.1% New
3118
CCIA
Campbell & Co Investment Adviser
Maryland
$50K -$243K 1 0.33% Reduced
3119
TCP
TAMRO Capital Partners
Virginia
$44K -$1.47M 1 0.01% Reduced
3120
AP
Advisors Preferred
Maryland
$37K +$17.5K 2 0.02% Increased
3121
SAC
Smith Affiliated Capital
New York
$30.7K -$83.5K 0 – Closed
3122
NHFG
New Harbor Financial Group
Massachusetts
$29K -$22.9K 1 0.04% Reduced
3123
TJHA
Thomas J. Herzfeld Advisors
Florida
$29K -$20.3K 1 0.01% Reduced
3124
SCM
Segantii Capital Management
Hong Kong
$25K -$3.2M 2 0.01% Reduced
3125
Clal Insurance
Clal Insurance
Israel
$24K -$13.8M 0 – Closed