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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
RP
Regal Partners
Australia
$165M +$22.4M 2 23.96% Increased
527
ARK Investment Management
ARK Investment Management
Florida
$165M +$67.3M 9 13.17% Increased
528
FI
Fosun International
China
$165M -$74.6M 4 14.47% Reduced
529
Scharf Investments
Scharf Investments
California
$165M -$8.52M 2 3.74% Reduced
530
SRS Investment Management
SRS Investment Management
New York
$164M -$30M 3 4.27% Reduced
531
Becker Capital Management
Becker Capital Management
Oregon
$164M -$17.1M 2 5.4% Reduced
532
Davenport & Co
Davenport & Co
Virginia
$163M +$2.23M 10 1.96% Increased
533
NSCM
New South Capital Management
Tennessee
$163M +$1.94M 2 3.78% Increased
534
Daiwa Securities Group
Daiwa Securities Group
Japan
$163M +$19.6M 20 1.15% Increased
535
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$163M -$6.69M 7 6.96% Reduced
536
Martingale Asset Management
Martingale Asset Management
Massachusetts
$162M -$35.1M 11 2.15% Reduced
537
SL
SOF Ltd
Cayman Islands
$162M $0 1 100% Maintained
538
John W. Bristol & Co
John W. Bristol & Co
New York
$162M +$9.26M 3 4.59% Increased
539
SH
SeaTown Holdings
Singapore
$162M +$25.4M 7 15.28% Increased
540
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$161M -$1.17M 3 8.64% Reduced
541
CCM
Cantillon Capital Management
New York
$160M -$11M 1 1.9% Reduced
542
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$160M +$9.02M 11 6.05% Increased
543
SA
SPO Advisory
California
$160M +$2.43M 2 3.31% Increased
544
Foresters Investment Management
Foresters Investment Management
New York
$159M -$2.41M 12 2.49% Reduced
545
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$159M -$16.8M 20 3.83% Reduced
546
Banco Santander
Banco Santander
Spain
$158M -$304M 3 2.27% Reduced
547
DF Dent & Co
DF Dent & Co
Maryland
$158M -$10.1M 5 3.98% Reduced
548
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
$158M -$5.45M 5 2.7% Reduced
549
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$157M -$191M 39 0.21% Reduced
550
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$157M -$489K 4 11.78% Reduced