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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
351
AGA
Altrinsic Global Advisors
Connecticut
$235M +$79.4M 4 4.46% Increased
352
WIM
Weitz Investment Management
Nebraska
$233M +$30.6M 4 6.86% Increased
353
CWM
Concert Wealth Management
California
$233M -$943K 7 31.33% Reduced
354
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$231M -$25.6M 7 4.94% Reduced
355
GVI
Green Valley Investors
Delaware
$229M $0 1 5.24% Maintained
356
Congress Asset Management
Congress Asset Management
Massachusetts
$226M -$12.2M 7 5.8% Reduced
357
Carmignac Gestion
Carmignac Gestion
France
$225M +$206K 1 1.92% Increased
358
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$225M +$49.5M 10 2.35% Increased
359
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$222M -$68.5M 6 1.18% Reduced
360
WBC
Westpac Banking Corp
Australia
$221M +$452K 15 2.16% Increased
361
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$220M +$105M 26 0.7% Increased
362
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$220M -$62.2M 4 1.01% Reduced
363
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$219M -$21.8M 7 4.82% Reduced
364
Magnetar Financial
Magnetar Financial
Illinois
$217M +$218M 4 3.6% Increased
365
Boston Trust Walden
Boston Trust Walden
Massachusetts
$216M -$2.74M 5 3.34% Reduced
366
Sarasin & Partners
Sarasin & Partners
United Kingdom
$215M +$158M 3 2.96% Increased
367
Frontier Capital Management
Frontier Capital Management
Massachusetts
$215M -$31.6M 9 1.73% Reduced
368
THLTP
Thomas H. Lee (THL) Partners
Massachusetts
$214M $0 1 5.99% Maintained
369
Marshall Wace
Marshall Wace
United Kingdom
$213M +$119M 16 3.08% Increased
370
River Road Asset Management
River Road Asset Management
Kentucky
$213M +$306K 7 2.98% Increased
371
Gabelli Funds
Gabelli Funds
New York
$212M +$4.25M 12 1.08% Increased
372
Moore Capital Management
Moore Capital Management
New York
$211M +$69.1M 9 4.92% Increased
373
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$210M -$2.96M 2 1.62% Reduced
374
RGI
River Global Investors
United Kingdom
$208M -$2.26M 4 40.95% Reduced
375
Westwood Holdings Group
Westwood Holdings Group
Texas
$207M -$2.09M 4 1.63% Reduced