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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
5001
OKSA
O'Keefe Stevens Advisory
New York
$0 -$202K 0 – Closed
5002
OFM
Okumus Fund Management
Cayman Islands
$0 -$11.8M 0 – Closed
5003
OFCM
One Fin Capital Management
California
$0 -$11.9M 0 – Closed
5004
PWM
Pacific Wealth Management
California
$0 -$210K 0 – Closed
5005
PGM
Parian Global Management
New York
$0 -$40.7M 0 – Closed
5006
PCG
Park Capital Group
California
$0 -$1.38M 0 – Closed
5007
PGH
Partners Group Holding
Switzerland
$0 -$9.21M 0 – Closed
5008
PC
Plaisance Capital
Colorado
$0 -$3.44M 0 – Closed
5009
PCM
Polaris Capital Management
Massachusetts
$0 -$600K 0 – Closed
5010
RG
Redmile Group
California
$0 -$42.5M 0 – Closed
5011
RCM
Redwood Capital Management
New York
$0 -$10.7M 0 – Closed
5012
RIA
Regal Investment Advisors
Michigan
$0 -$37.6M 0 – Closed
5013
SWA
Safir Wealth Advisors
New Hampshire
$0 -$227K 0 – Closed
5014
SAM
Scion Asset Management
California
$0 -$7.68M 0 – Closed
5015
Simplify Asset Management
Simplify Asset Management
Nevada
$0 -$259K 0 – Closed
5016
SR
Sloane Robinson
United Kingdom
$0 -$1.15M 0 – Closed
5017
SAM
Soditic Asset Management
United Kingdom
$0 -$1.95M 0 – Closed
5018
SCM
Solas Capital Management
Connecticut
$0 -$10.8M 0 – Closed
5019
SSM
Sound Shore Management
Connecticut
$0 -$61.7M 0 – Closed
5020
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
$0 -$8.27M 0 – Closed
5021
SCC
Steel Canyon Capital
Arizona
$0 -$844K 0 – Closed
5022
SH
Svenska Handelsbanken
Sweden
$0 -$16M 0 – Closed
5023
TA
Tamarack Advisers
California
$0 -$651K 0 – Closed
5024
TCI Fund Management
TCI Fund Management
United Kingdom
$0 -$9.12M 0 – Closed
5025
TP
Theleme Partners
United Kingdom
$0 -$9.12M 0 – Closed