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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
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$183M -$2.19M 3 4.02% Reduced
402
Asset Management One
Asset Management One
Japan
$183M -$7.43M 19 2.73% Reduced
403
BKBG
BHF Kleinwort Benson Group
Belgium
$181M +$85.4M 8 4.16% Increased
404
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$181M +$12M 45 3.35% Increased
405
Gabelli Funds
Gabelli Funds
New York
$180M -$7.66M 14 1.09% Reduced
406
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$179M +$177M 10 2.32% New
407
SHIM
Spruce House Investment Management
New York
$179M $0 1 28.04% Maintained
408
BAPIM
British Airways Pensions Investment Management
United Kingdom
$177M -$5.78M 5 5.49% Reduced
409
Scharf Investments
Scharf Investments
California
$177M -$76.2M 3 4.22% Reduced
410
Jensen Investment Management
Jensen Investment Management
Oregon
$175M +$349K 4 2.93% Increased
411
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$175M +$13.8M 14 1.44% Increased
412
TCP
Tourbillon Capital Partners
New York
$174M -$23.9M 1 3.89% Reduced
413
Hosking Partners
Hosking Partners
United Kingdom
$173M +$36.9K 5 8.02% Increased
414
MC
Montag & Caldwell
Georgia
$173M -$39.4M 3 3.19% Reduced
415
WestEnd Advisors
WestEnd Advisors
North Carolina
$173M -$25.8M 2 8.47% Reduced
416
SCGE Management
SCGE Management
California
$173M -$54.9M 6 26.17% Reduced
417
HI
Honeywell International
North Carolina
$172M +$23.5M 4 4.33% Increased
418
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$170M +$4.59M 7 0.97% Increased
419
FP
FPR Partners
California
$169M +$20.2M 1 3.64% Increased
420
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$168M $0 2 10.66% Maintained
421
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$167M -$15.7M 7 4.02% Reduced
422
SCH
Sylebra Capital (HK)
Hong Kong
$165M +$41.8M 4 15.54% Increased
423
YCMGA
York Capital Management Global Advisors
New York
$165M +$110M 3 2.46% Increased
424
VM
Valinor Management
New York
$164M +$56.9M 2 4.49% Increased
425
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$162M -$147K 1 1.69% Reduced