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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
GF Fund Management
GF Fund Management
China
$797M -$30M 17 16.02% Reduced
402
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$793M +$26.4M 39 5.68% Increased
403
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$787M -$24.7M 4 7.77% Reduced
404
Farallon Capital Management
Farallon Capital Management
California
$787M +$526M 4 3.3% Increased
405
KCMH
Kontiki Capital Management (HK)
Hong Kong
$779M -$41.5M 3 44.46% Reduced
406
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$775M +$67.2M 12 13.99% Increased
407
Regions Financial Corp
Regions Financial Corp
Alabama
$774M +$1.87M 17 5.33% Increased
408
LBP AM
LBP AM
France
$771M -$28.5M 17 10.85% Reduced
409
Congress Asset Management
Congress Asset Management
Massachusetts
$765M -$130M 11 5.25% Reduced
410
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$765M -$2.89M 6 9.15% Reduced
411
CFM
Coronation Fund Managers
South Africa
$760M -$147M 7 41.2% Reduced
412
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$758M -$15.7M 4 8.29% Reduced
413
LSV Asset Management
LSV Asset Management
Illinois
$757M +$2.95M 16 1.77% Increased
414
Markel Group
Markel Group
Virginia
$754M +$123K 6 6.37% Increased
415
CFM
Comprehensive Financial Management
California
$751M -$579K 5 20.94% Reduced
416
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$749M +$1.54M 18 11.27% Increased
417
OP Asset Management
OP Asset Management
$749M +$3.63M 25 11.03% Increased
418
VVP
Vulcan Value Partners
Alabama
$748M -$50.5M 2 13.19% Reduced
419
&Partners
&Partners
Tennessee
$747M +$139M 22 5.73% Increased
420
EP Wealth Advisors
EP Wealth Advisors
California
$745M +$47.7M 18 4.89% Increased
421
Mutual of America Capital Management
Mutual of America Capital Management
New York
$741M -$12.2M 21 7.99% Reduced
422
Jensen Investment Management
Jensen Investment Management
Oregon
$738M -$18.7M 3 8.66% Reduced
423
AE Wealth Management
AE Wealth Management
Kansas
$734M +$96.9M 18 5.36% Increased
424
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$732M -$175M 1 7.51% Reduced
425
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$732M -$73.3M 1 5.54% Reduced