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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
DHRFI
DCM Hybrid RMB Fund International
California
$89.1M +$102M 1 75.38% New
602
Todd Asset Management
Todd Asset Management
Kentucky
$89M -$9.87M 4 2.7% Reduced
603
CBOA
Commonwealth Bank of Australia
Australia
$89M +$5.3M 10 1.14% Increased
604
PFU
Parus Finance (UK)
United Kingdom
$87.7M +$15M 3 19.39% Increased
605
GIPM
G2 Investment Partners Management
New York
$87.6M +$32.5M 6 27.14% Increased
606
Alyeska Investment Group
Alyeska Investment Group
Illinois
$87.3M +$86.8M 4 0.93% Increased
607
CCM
Corsair Capital Management
New York
$86.8M -$7.08M 4 10.82% Reduced
608
Conning Inc
Conning Inc
Connecticut
$86.7M +$1.56M 7 3.71% Increased
609
CIP
Champlain Investment Partners
Vermont
$86.6M +$21.5M 4 1.48% Increased
610
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$86.4M -$86.9K 29 2.81% Reduced
611
LCS
Levin Capital Strategies
New York
$86.4M +$65.3M 6 1.52% Increased
612
Castleark Management
Castleark Management
Illinois
$85.9M -$57.1M 7 2.58% Reduced
613
GL
GLG LLC
New York
$85.6M -$124M 8 5.1% Reduced
614
GCM
Glynn Capital Management
California
$85.5M -$13.7M 6 26.77% Reduced
615
Capital International Inc
Capital International Inc
California
$85.5M +$12.8M 6 7.58% Increased
616
DF Dent & Co
DF Dent & Co
Maryland
$85.1M -$2.99M 5 2.39% Reduced
617
TCM
TCS Capital Management
New York
$84.9M +$21.8M 8 42.76% Increased
618
Chilton Investment Company
Chilton Investment Company
Connecticut
$84.6M -$11.5M 5 2.97% Reduced
619
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$84.5M +$3.64M 2 1.73% Increased
620
BVDMP
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$84.3M -$3.15M 4 10.86% Reduced
621
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$84.3M +$3.57M 8 6.88% Increased
622
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$84.3M +$1.73M 4 3.47% Increased
623
MI
Markston International
New York
$84.1M -$2.14M 6 7.19% Reduced
624
GEM
Global Endowment Management
North Carolina
$83M -$22.7M 5 15.27% Reduced
625
AIM
Assured Investment Management
New York
$82.9M +$83.7M 7 1.45% Increased