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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
426
NA
Newport Asia
California
$256M +$4.27M 2 46.03% Increased
427
FP
FPR Partners
California
$253M +$51.8M 1 5.82% Increased
428
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$252M +$19.5M 9 9.26% Increased
429
Artemis Investment Management
Artemis Investment Management
United Kingdom
$252M +$117M 5 3.44% Increased
430
SRS Investment Management
SRS Investment Management
New York
$252M $0 4 4.7% Maintained
431
Waverton Investment Management
Waverton Investment Management
United Kingdom
$251M -$12.8M 3 14.62% Reduced
432
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$250M +$26.2M 15 3.37% Increased
433
Nicholas Company
Nicholas Company
Wisconsin
$250M -$3.42M 6 5.83% Reduced
434
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$246M -$1.75M 7 5.38% Reduced
435
RHBC
R.H. Bluestein & Co
Michigan
$246M +$22.6M 8 12.67% Increased
436
Huntington National Bank
Huntington National Bank
Ohio
$245M +$9.06M 25 4.08% Increased
437
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$244M +$6.76M 30 1.37% Increased
438
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$242M +$77.8M 9 1.9% Increased
439
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$242M -$18.3M 7 7.5% Reduced
440
OAM
Origin Asset Management
United Kingdom
$242M -$26M 7 17.14% Reduced
441
Equity Investment Corp
Equity Investment Corp
Georgia
$241M -$237K 4 7.85% Reduced
442
PWLP
Prio Wealth Limited Partnership
Massachusetts
$241M +$13.9M 8 11.93% Increased
443
RA
Rovida Advisors
Florida
$239M -$31.2M 3 19.64% Reduced
444
Profund Advisors
Profund Advisors
Maryland
$238M +$2.62M 28 9.51% Increased
445
ACA
Abdiel Capital Advisors
New York
$236M -$1.48M 2 19.77% Reduced
446
Williams Jones & Associates
Williams Jones & Associates
New York
$234M -$7.44M 7 5.16% Reduced
447
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$234M +$145M 14 3.29% Increased
448
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$233M -$137M 12 7.21% Reduced
449
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$233M -$16.4M 7 4.68% Reduced
450
AVC
Arlington Value Capital
Utah
$232M +$3.67M 2 18.22% Increased