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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
701
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$309M -$15.8M 1 3.09% Reduced
702
TP
Theleme Partners
United Kingdom
$309M -$18.9M 2 18.76% Reduced
703
HUB Investment Partners
HUB Investment Partners
Texas
$308M +$19.3M 11 10.26% Increased
704
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$307M -$16.8M 3 9.35% Reduced
705
BNP Paribas
BNP Paribas
France
$307M +$766K 14 9.96% Increased
706
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$307M +$3.39M 8 10.82% Increased
707
Altshuler Shaham
Altshuler Shaham
Israel
$306M -$602M 12 9.7% Reduced
708
Catterton Management Company
Catterton Management Company
Connecticut
$305M $0 2 5.12% Maintained
709
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$305M +$5.45M 15 16.21% Increased
710
SC
Styrax Capital
New York
$303M +$67.7M 2 21.58% Increased
711
PCP
Polunin Capital Partners
United Kingdom
$303M +$13.1M 5 49.51% Increased
712
Synovus Financial
Synovus Financial
Georgia
$303M -$7.34M 15 3.7% Reduced
713
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$302M -$20.6M 35 5.37% Reduced
714
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$302M -$3.24M 15 11.54% Reduced
715
Ancora Advisors
Ancora Advisors
Ohio
$302M +$16M 26 6.25% Increased
716
Country Trust Bank
Country Trust Bank
Illinois
$301M +$5.03M 11 6.76% Increased
717
SCA
Southpoint Capital Advisors
New York
$300M -$95.2M 2 7.56% Reduced
718
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$300M -$24.6M 12 6.05% Reduced
719
Gabelli Funds
Gabelli Funds
New York
$300M -$494K 20 2.13% Reduced
720
Modera Wealth Management
Modera Wealth Management
New Jersey
$300M -$241K 11 3.72% Reduced
721
FFM
Fisher Funds Management
New Zealand
$300M -$30.3M 4 7.11% Reduced
722
Mission Wealth Management
Mission Wealth Management
California
$299M +$21.8M 10 6.4% Increased
723
Annex Advisory Services
Annex Advisory Services
Wisconsin
$299M +$59.3M 10 7.2% Increased
724
Eagle Global Advisors
Eagle Global Advisors
Texas
$299M -$2.96M 7 12.09% Reduced
725
RiverFront Investment Group
RiverFront Investment Group
Virginia
$299M +$84.4M 4 5.83% Increased