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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
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$510M -$9.96M 23 6.2% Reduced
527
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$509M +$65.3M 9 6.87% Increased
528
GPCM
Greenbrier Partners Capital Management
Texas
$508M $0 3 36.85% Maintained
529
Oppenheimer & Co
Oppenheimer & Co
New York
$507M +$498K 24 7.56% Increased
530
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$507M +$33.1M 20 8.79% Increased
531
Driehaus Capital Management
Driehaus Capital Management
Illinois
$501M +$24.3M 20 4.14% Increased
532
KCMH
Kontiki Capital Management (HK)
Hong Kong
$501M -$51M 2 43.68% Reduced
533
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$496M +$5.66M 8 8.35% Increased
534
Advisors Asset Management
Advisors Asset Management
Colorado
$495M +$13.9M 30 9.11% Increased
535
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$489M +$482M 15 8.53% New
536
Madison Asset Management
Madison Asset Management
Wisconsin
$488M +$6.08M 9 5.5% Increased
537
Madison Investment Advisors
Madison Investment Advisors
Wisconsin
$488M +$473M 9 5.5% New
538
FFM
Fullerton Fund Management
Singapore
$487M -$54.7M 7 16.99% Reduced
539
Glenview Trust
Glenview Trust
Kentucky
$483M +$5.71M 9 9.05% Increased
540
OCM
OLP Capital Management
Hong Kong
$481M +$88.8M 5 60.91% Increased
541
Starboard Value
Starboard Value
New York
$479M -$7.54M 3 8.67% Reduced
542
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$477M -$20.1M 26 8.89% Reduced
543
Tocqueville Asset Management
Tocqueville Asset Management
New York
$476M -$10.8M 10 7.46% Reduced
544
ACM
Argent Capital Management
Missouri
$472M -$8.07M 4 13.33% Reduced
545
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$472M -$22.8M 17 13.24% Reduced
546
Slate Path Capital
Slate Path Capital
New York
$472M -$65.7M 5 8.53% Reduced
547
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$471M +$451M 22 7.14% New
548
Advisors Capital Management
Advisors Capital Management
New Jersey
$470M +$5.63M 11 7.39% Increased
549
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$468M +$1.03M 3 4.66% Increased
550
Stephens Inc
Stephens Inc
Arkansas
$467M -$919K 16 6.55% Reduced