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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
376
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$194M -$22M 9 5.39% Reduced
377
Apex Capital Management
Apex Capital Management
Ohio
$193M +$31.5M 11 4.37% Increased
378
Eagle Asset Management
Eagle Asset Management
Florida
$193M -$122M 7 1.32% Reduced
379
Saturna Capital
Saturna Capital
Washington
$192M -$15.7M 8 6.04% Reduced
380
WestEnd Advisors
WestEnd Advisors
North Carolina
$191M -$14.1M 2 9.68% Reduced
381
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$191M +$148M 9 3.19% Increased
382
WM
WS Management
Florida
$190M -$46.6M 2 7.52% Reduced
383
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
$190M +$154M 1 8.13% Increased
384
SGAM
Smith Group Asset Management
Texas
$188M -$10.6M 8 7.15% Reduced
385
Artemis Investment Management
Artemis Investment Management
United Kingdom
$186M +$39.8M 4 5.49% Increased
386
Sit Investment Associates
Sit Investment Associates
Minnesota
$186M -$14.5M 5 3.48% Reduced
387
AC
Alleghany Corporation
New York
$186M +$9.82M 1 6.63% Increased
388
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$185M -$4.3M 17 5.85% Reduced
389
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$185M +$28.9M 3 4.33% Increased
390
CIM
Contrarius Investment Management
Jersey
$184M -$9.02M 7 18.23% Reduced
391
Markel Group
Markel Group
Virginia
$183M +$3.32M 5 4.83% Increased
392
FI
Fosun International
China
$183M $0 3 15.46% Maintained
393
RP
RBS Partners
Florida
$182M -$23.3M 1 11.58% Reduced
394
PC
Passport Capital
California
$181M -$60.5M 5 3.23% Reduced
395
Gabelli Funds
Gabelli Funds
New York
$180M -$29M 12 1.07% Reduced
396
AGA
Altrinsic Global Advisors
Connecticut
$179M +$10.5M 4 4.16% Increased
397
Jensen Investment Management
Jensen Investment Management
Oregon
$179M +$1.37M 4 3.15% Increased
398
Nicholas Company
Nicholas Company
Wisconsin
$178M -$4.33M 5 3.37% Reduced
399
Asset Management One
Asset Management One
Japan
$178M +$8.64M 18 2.7% Increased
400
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$177M $0 2 11.49% Maintained