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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
601
CPM
Chesapeake Partners Management
Maryland
$70.1M +$1.9M 4 3.46% Increased
602
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$70M -$6.08M 1 2.86% Reduced
603
Two Sigma Advisers
Two Sigma Advisers
New York
$69.8M -$12.9M 17 0.67% Reduced
604
SRFM
Shannon River Fund Management
New York
$69.8M +$10.7M 3 5.22% Increased
605
Whittier Trust
Whittier Trust
California
$69.7M -$4M 11 3.57% Reduced
606
MDSL
M.D. Sass LLC
New York
$69.7M +$16.6M 3 4.94% Increased
607
DAC
Dividend Assets Capital
South Carolina
$69.6M +$9.24M 3 2.27% Increased
608
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$69.5M +$7.61M 4 4.05% Increased
609
People's United Financial
People's United Financial
Connecticut
$69.2M -$6.7M 7 3.97% Reduced
610
IVA
International Value Advisers
$68.9M +$570K 2 1.72% Increased
611
Fiduciary Trust
Fiduciary Trust
Massachusetts
$68.9M +$612K 6 3.05% Increased
612
Conning Inc
Conning Inc
Connecticut
$68.8M +$9.2M 7 4.26% Increased
613
SCGE Management
SCGE Management
California
$68.2M -$5.92M 3 9.85% Reduced
614
AVC
Arlington Value Capital
Utah
$68M +$8.35M 2 19.53% Increased
615
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$67.8M +$64.9M 3 1.14% New
616
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$67.6M $0 2 4.78% Maintained
617
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$67.3M +$26.7M 11 0.83% Increased
618
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$67.1M -$1.81M 28 2.07% Reduced
619
PRA
Parametric Risk Advisors
Connecticut
$67M -$9.09M 5 4.73% Reduced
620
Wilmington Trust National Association
Wilmington Trust National Association
Delaware
$67M -$100K 8 2.47% Reduced
621
Locust Wood Capital Advisers
Locust Wood Capital Advisers
New York
$66.9M +$13.8M 2 11.81% Increased
622
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$66.7M +$27.1M 16 0.52% Increased
623
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$66.7M -$681K 5 2.46% Reduced
624
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$66.6M -$620K 3 5.85% Reduced
625
TCG
Tremblant Capital Group
Florida
$66.6M -$35.3M 2 2.1% Reduced