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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
576
PEAK6 Group
PEAK6 Group
Illinois
$61.9M -$4.41M 19 0.42% Reduced
577
LSCM
Light Street Capital Management
California
$61.8M -$17.4M 4 19.48% Reduced
578
DAC
Dividend Assets Capital
South Carolina
$61.8M +$4.52M 3 2.31% Increased
579
GMI
Greystone Managed Investments
Saskatchewan, Canada
$61.6M +$25.8M 1 0.87% Increased
580
Seizert Capital Partners
Seizert Capital Partners
Michigan
$61.4M -$13.3M 2 1.67% Reduced
581
SFM
Systematic Financial Management
New Jersey
$60.3M +$46.5M 5 0.48% Increased
582
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$60.2M -$922K 7 5.61% Reduced
583
SRFM
Shannon River Fund Management
New York
$60M +$29.3M 2 4.13% Increased
584
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$59.6M -$1.18M 28 2.02% Reduced
585
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$59.5M -$418K 2 4.53% Reduced
586
SG
Swarthmore Group
Pennsylvania
$59.5M +$25.7M 2 7.61% Increased
587
Capital International Inc
Capital International Inc
California
$59.4M -$12.1M 3 2.63% Reduced
588
CPM
Chesapeake Partners Management
Maryland
$59.3M +$31.8M 3 2.83% Increased
589
Old National Bancorp
Old National Bancorp
Indiana
$59.1M -$5.72M 6 6.08% Reduced
590
Fiduciary Trust
Fiduciary Trust
Massachusetts
$58.9M -$3.28M 5 2.71% Reduced
591
LSV Asset Management
LSV Asset Management
Illinois
$58.6M +$4.34M 6 0.15% Increased
592
AVC
Arlington Value Capital
Utah
$58.5M +$6.4M 1 19.22% Increased
593
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$58.5M +$1.87M 7 2.35% Increased
594
BA
Boston Advisors
Massachusetts
$58.2M -$21.4M 5 3.09% Reduced
595
ORI
Oak Ridge Investments
Illinois
$58M -$51.5M 2 1.6% Reduced
596
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$57.7M -$91.5K 4 2.3% Reduced
597
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$57.6M +$16M 11 1.25% Increased
598
OAM
Oxford Asset Management
United Kingdom
$57.6M -$9.15M 11 1.28% Reduced
599
SRIM
Saratoga Research & Investment Management
California
$56.9M -$205K 2 6.68% Reduced
600
SCGE Management
SCGE Management
California
$56.7M -$10M 3 9.43% Reduced