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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
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$274M +$618K 24 7.6% Increased
527
Clal Insurance
Clal Insurance
Israel
$273M -$47.8M 8 3.75% Reduced
528
Stonegate Investment Group
Stonegate Investment Group
Alabama
$273M +$2.62M 8 12.51% Increased
529
Gofen & Glossberg
Gofen & Glossberg
Illinois
$272M -$1.22M 11 7.7% Reduced
530
Glenview Capital Management
Glenview Capital Management
New York
$272M +$89.8M 3 6.81% Increased
531
Soros Fund Management
Soros Fund Management
New York
$272M +$9.31M 4 4.65% Increased
532
SAM
Shell Asset Management
Netherlands
$271M -$79M 37 10.58% Reduced
533
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$271M -$2.2M 7 12.7% Reduced
534
DVF
Discovery Value Fund
Singapore
$269M -$21.6M 2 67.39% Reduced
535
SP
Summit Partners
Massachusetts
$268M +$3.89M 2 18.66% Increased
536
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$267M +$13.3M 15 6.58% Increased
537
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$266M -$72.9M 2 16.9% Reduced
538
CLC
Charles-Lim Capital
Hong Kong
$266M -$43.9M 1 53.47% Reduced
539
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$266M -$32.8M 12 12.13% Reduced
540
First Eagle Investment Management
First Eagle Investment Management
New York
$265M +$5.47M 8 0.8% Increased
541
AssetMark Inc
AssetMark Inc
California
$264M -$36.6M 31 1.24% Reduced
542
Pendal Group
Pendal Group
Australia
$264M +$132M 8 2.57% Increased
543
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$264M -$15.7M 13 0.95% Reduced
544
Gabelli Funds
Gabelli Funds
New York
$264M -$11.9M 17 2.18% Reduced
545
Bridges Investment Management
Bridges Investment Management
Nebraska
$263M -$9.99M 6 10.15% Reduced
546
RHBC
R.H. Bluestein & Co
Michigan
$262M -$8.63M 6 16.3% Reduced
547
Pinnacle Associates
Pinnacle Associates
New York
$262M +$6.77M 20 6.01% Increased
548
Stephens Inc
Stephens Inc
Arkansas
$261M +$12.2M 20 5.57% Increased
549
HMP
HS Management Partners
New York
$261M -$197M 2 11.82% Reduced
550
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$260M +$10.5K 5 9.22% Increased