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 | |
|---|---|---|---|---|---|---|---|
| 626 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
| $85.5M | +$9.68M | 8 | 9.11% | Increased |
|
| 627 |
ACM
Alta Capital Management
Salt Lake City,
Utah
| $85M | -$16.5M | 3 | 6.09% | Reduced |
|
| 628 |
BC
Brahman Capital
New York
| $83.9M | +$79.1M | 1 | 3.58% | Increased |
|
| 629 |
OA
Oak Associates
Akron,
Ohio
| $83.8M | -$4.23M | 4 | 8.27% | Reduced |
|
| 630 |
PineBridge Investments
New York
| $83.5M | +$940K | 19 | 2.48% | Increased |
|
| 631 |
AIM
Allen Investment Management
New York
| $83.5M | +$8.93M | 7 | 5% | Increased |
|
| 632 |
CAM
Cacti Asset Management
Atlanta,
Georgia
| $83.3M | +$1.25M | 3 | 7.86% | Increased |
|
| 633 |
Braun Stacey Associates
New York
| $83.1M | -$6.57M | 4 | 5.46% | Reduced |
|
| 634 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| $83M | -$18.7M | 7 | 5.94% | Reduced |
|
| 635 |
MVP
Miller Value Partners
Sarasota,
Florida
| $83M | +$47.9M | 2 | 3.64% | Increased |
|
| 636 |
PEAK6 Group
Chicago,
Illinois
| $82.8M | +$2.86M | 17 | 0.59% | Increased |
|
| 637 |
TCMV
Technology Crossover Management VIII
Menlo Park,
California
| $82.8M | +$79.4M | 1 | 42.62% | New |
|
| 638 |
ELC
Edgar Lomax Company
Kingstowne,
Virginia
| $82.4M | -$6.92M | 2 | 5.28% | Reduced |
|
| 639 |
Bahl & Gaynor
Cincinnati,
Ohio
| $82.4M | -$5.72M | 8 | 1.01% | Reduced |
|
| 640 |
FFM
Fullerton Fund Management
Singapore
| $82.3M | +$11.2M | 2 | 47.47% | Increased |
|
| 641 |
Shelton Capital Management
Denver,
Colorado
| $81.7M | +$61.3K | 9 | 6.22% | Increased |
|
| 642 |
GP
GLG Partners
London,
United Kingdom
| $81.3M | +$19.1M | 5 | 3.24% | Increased |
|
| 643 |
Simplex Trading
Chicago,
Illinois
| $81.1M | +$49.6M | 27 | 4.85% | Increased |
|
| 644 |
Castleark Management
Chicago,
Illinois
| $80.9M | -$38.8M | 6 | 2.58% | Reduced |
|
| 645 |
UMB Bank
Kansas City,
Missouri
| $80.8M | +$2.08M | 6 | 2.97% | Increased |
|
| 646 |
AMF Tjänstepension
Stockholm,
Sweden
| $80.8M | +$4.24M | 1 | 0.94% | Increased |
|
| 647 |
Bartlett & Co
Cincinnati,
Ohio
| $80.6M | +$15.4K | 7 | 3.8% | Increased |
|
| 648 |
MC
MIG Capital
Newport Beach,
California
| $79.7M | +$7.77M | 2 | 13.86% | Increased |
|
| 649 |
ACR Alpine Capital Research
St. Louis,
Missouri
| $79.1M | -$14.5M | 1 | 6.38% | Reduced |
|
| 650 |
Seizert Capital Partners
Birmingham,
Michigan
| $78.6M | -$7.1M | 3 | 2.79% | Reduced |
|