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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
3126
MAM
Marketfield Asset Management
New York
$0 -$20.1M 0 – Closed
3127
MCL
MIK Capital LLC
New York
$0 -$122M 0 – Closed
3128
MKC
M. Kraus & Co
Vermont
$0 -$245K 0 – Closed
3129
NAP
New Amsterdam Partners
New York
$0 -$747K 0 – Closed
3130
OA
Omega Advisors
New York
$0 -$24.7M 0 – Closed
3131
OIMU
Orbis Investment Management (US)
California
$0 -$3.11M 0 – Closed
3132
OL
Orbitronix LP
California
$0 -$239K 0 – Closed
3133
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$0 -$202K 0 – Closed
3134
PCM
Palestra Capital Management
New York
$0 -$42.6M 0 – Closed
3135
Park Avenue Securities
Park Avenue Securities
New York
$0 -$721K 0 – Closed
3136
PAM
PartnerRe Asset Management
Connecticut
$0 -$7.14M 0 – Closed
3137
PWPCM
Perella Weinberg Partners Capital Management
New York
$0 -$984K 0 – Closed
3138
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0 -$6.02M 0 – Closed
3139
Plancorp LLC
Plancorp LLC
Missouri
$0 -$1.4M 0 – Closed
3140
PIA
Pleiad Investment Advisors
Hong Kong
$0 -$56.7M 0 – Closed
3141
PFC
Poplar Forest Capital
California
$0 -$3.61M 0 – Closed
3142
PSCM
Prince Street Capital Management
New York
$0 -$74.3M 0 – Closed
3143
PAS
Professional Advisory Services
Florida
$0 -$5.68M 0 – Closed
3144
PIM
Provident Investment Management
Michigan
$0 -$811K 0 – Closed
3145
QGI
Quadrangle GP Investors
New York
$0 -$20M 0 – Closed
3146
RCM
Raging Capital Management
New Jersey
$0 -$27.6M 0 – Closed
3147
RC
Raine Capital
New York
$0 -$3.58M 0 – Closed
3148
RCS
Retirement Capital Strategies
California
$0 -$372K 0 – Closed
3149
RA
Rovida Advisors
Florida
$0 -$104M 0 – Closed
3150
SCM
Salem Capital Management
Massachusetts
$0 -$226K 0 – Closed