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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
TAM
Tiverton Asset Management
Delaware
$275M -$6.67M 14 9.55% Reduced
427
AVC
Arlington Value Capital
Utah
$275M -$6.75M 2 17.99% Reduced
428
MAMU
Marathon Asset Management (UK)
United Kingdom
$275M -$1.28M 5 3.61% Reduced
429
VCM
Valiant Capital Management
California
$275M +$169M 3 14.97% Increased
430
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$274M -$2.53M 7 5.36% Reduced
431
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$274M -$16.6M 2 7.37% Reduced
432
DF Dent & Co
DF Dent & Co
Maryland
$274M -$592K 8 4.91% Reduced
433
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$273M +$18.2M 28 5.67% Increased
434
Penserra Capital Management
Penserra Capital Management
California
$273M -$42.7M 44 23.18% Reduced
435
HCM
Hitchwood Capital Management
New York
$270M -$263M 6 12.35% Reduced
436
B
BP
United Kingdom
$269M +$528K 15 9.96% Increased
437
Nicholas Company
Nicholas Company
Wisconsin
$269M -$22.7M 6 6.06% Reduced
438
MG
Meritage Group
California
$267M +$2.64M 1 5% Increased
439
PWLP
Prio Wealth Limited Partnership
Massachusetts
$267M -$5.97M 8 12.21% Reduced
440
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$266M -$2.25M 11 11.11% Reduced
441
PIA
Piedmont Investment Advisors
North Carolina
$266M +$7.51M 17 10.29% Increased
442
MVIP
Mar Vista Investment Partners
California
$265M +$8.85M 3 6.69% Increased
443
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$265M +$69.8M 1 27.56% Increased
444
ING Group
ING Group
Netherlands
$265M -$345M 9 6.72% Reduced
445
MC
Maplelane Capital
New York
$263M +$76M 7 5.89% Increased
446
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$262M $0 1 9.34% Maintained
447
Private Advisor Group
Private Advisor Group
New Jersey
$261M +$35.4M 19 4.05% Increased
448
KM
Kora Management
New York
$258M +$44.7M 3 68.58% Increased
449
AMF Tjänstepension
AMF Tjänstepension
Sweden
$258M +$30M 4 2.64% Increased
450
KCM
Kensico Capital Management
Connecticut
$258M +$37.9M 1 4.93% Increased