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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
401
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$174M +$14.5M 6 0.89% Increased
402
AVC
Arlington Value Capital
Utah
$173M +$77.5M 2 23.24% Increased
403
CM
CS McKee
Pennsylvania
$173M -$62.7M 3 5.62% Reduced
404
BAPIM
British Airways Pensions Investment Management
United Kingdom
$173M +$23.7M 5 5.88% Increased
405
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$172M $0 2 2.06% Maintained
406
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$171M +$79M 5 4.84% Increased
407
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$170M +$68M 10 0.92% Increased
408
PineBridge Investments
PineBridge Investments
New York
$170M -$3.67M 17 7.24% Reduced
409
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$170M -$7.37M 46 3.51% Reduced
410
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$170M +$2.36M 7 4.14% Increased
411
Frontier Capital Management
Frontier Capital Management
Massachusetts
$169M -$34.3M 5 1.42% Reduced
412
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$168M -$11.4M 4 7.32% Reduced
413
CP
Coho Partners
Pennsylvania
$168M +$46.5M 3 7.98% Increased
414
SHIM
Spruce House Investment Management
New York
$167M +$59M 1 31.03% Increased
415
DnB Asset Management
DnB Asset Management
Norway
$164M +$6.9M 8 4.11% Increased
416
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$164M -$25.9M 9 2.61% Reduced
417
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$164M +$32.1M 3 2.34% Increased
418
Davenport & Co
Davenport & Co
Virginia
$163M +$956K 7 2.74% Increased
419
1832 Asset Management
1832 Asset Management
Ontario, Canada
$163M -$287M 8 0.68% Reduced
420
Congress Asset Management
Congress Asset Management
Massachusetts
$163M +$49.6M 5 4.19% Increased
421
MICM
Matthews International Capital Management
California
$162M +$9.04M 5 7.19% Increased
422
Martingale Asset Management
Martingale Asset Management
Massachusetts
$161M -$2.02M 11 3.93% Reduced
423
HI
Honeywell International
North Carolina
$160M -$10.4M 3 4.34% Reduced
424
WIM
Weitz Investment Management
Nebraska
$160M -$16.9M 3 4.97% Reduced
425
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$160M -$26.9M 6 4.14% Reduced