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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
526
SA
SPO Advisory
California
$155M +$46.5M 2 3.08% Increased
527
Personal Capital Advisors
Personal Capital Advisors
California
$154M +$3.81M 8 3.01% Increased
528
Rathbones Group
Rathbones Group
United Kingdom
$153M +$908K 6 6.65% Increased
529
RHBC
R.H. Bluestein & Co
Michigan
$153M -$1.01M 4 8.36% Reduced
530
NSCM
New South Capital Management
Tennessee
$152M -$2.88M 2 3.63% Reduced
531
SCM
Shapiro Capital Management
Georgia
$151M -$98.7M 4 3.43% Reduced
532
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$151M +$19.1M 9 7.36% Increased
533
Cambiar Investors
Cambiar Investors
Colorado
$150M -$4.13M 4 2.35% Reduced
534
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$149M +$22.8M 4 11.24% Increased
535
Highbridge Capital Management
Highbridge Capital Management
New York
$149M -$149M 14 2.23% Reduced
536
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$149M +$28.8M 3 3.77% Increased
537
CIM
Contrarius Investment Management
Jersey
$149M -$22.2M 6 8.7% Reduced
538
General Atlantic
General Atlantic
New York
$148M $0 1 10.39% Maintained
539
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$148M -$3.93M 4 1.78% Reduced
540
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$148M -$4.75M 10 2.57% Reduced
541
Great Lakes Advisors
Great Lakes Advisors
Illinois
$148M -$9.33M 13 3.47% Reduced
542
BAM
Brilliance Asset Management
Hong Kong
$147M +$21M 2 59.54% Increased
543
SAM
Securian Asset Management
Minnesota
$147M +$237K 11 3.82% Increased
544
DF Dent & Co
DF Dent & Co
Maryland
$147M -$12.5M 6 3.81% Reduced
545
Zacks Investment Management
Zacks Investment Management
Illinois
$146M -$6.19M 8 3.42% Reduced
546
Foresters Investment Management
Foresters Investment Management
New York
$146M +$2.87M 12 2.37% Increased
547
CEP
Chicago Equity Partners
Illinois
$145M -$44.8M 14 4.6% Reduced
548
Davenport & Co
Davenport & Co
Virginia
$143M -$1.11M 10 1.81% Reduced
549
QIM
Quantitative Investment Management
Virginia
$142M +$18.2M 13 1.62% Increased
550
CGI
Calixto Global Investors
Florida
$141M +$33.2M 3 34.26% Increased