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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
726
Cetera Advisor Networks
Cetera Advisor Networks
California
$82.3M +$1.15M 5 3.19% Increased
727
Fiduciary Trust International of Pennsylvania
Fiduciary Trust International of Pennsylvania
Pennsylvania
$82.3M -$6.19M 4 4.09% Reduced
728
HAM
Honeycomb Asset Management
New York
$82.1M +$22.6M 3 16.01% Increased
729
FIM
Frontier Investment Management
Texas
$81.9M +$21.9M 6 6.07% Increased
730
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$81.7M -$1.38M 3 3.99% Reduced
731
Gates Capital Management
Gates Capital Management
New York
$81.7M -$36.9M 1 4.5% Reduced
732
Jana Partners
Jana Partners
New York
$81.7M -$39M 3 3.74% Reduced
733
R.M. Davis Inc
R.M. Davis Inc
Maine
$81.5M +$4.78M 3 3.34% Increased
734
Oak Ridge Investments
Oak Ridge Investments
Illinois
$81.5M -$12.6M 3 5.86% Reduced
735
Fairview Capital Investment Management
Fairview Capital Investment Management
California
$81.1M +$276K 4 4.82% Increased
736
Kora Management
Kora Management
New York
$81.1M $0 4 51.64% Maintained
737
Skye Global Management
Skye Global Management
Florida
$80.9M +$39.1M 4 16.35% Increased
738
DADR
Dynamo Administracao de Recursos
Brazil
$80.9M -$684K 1 60.49% Reduced
739
HBK Investments
HBK Investments
Texas
$80.8M -$2.44M 27 0.86% Reduced
740
RGI
River Global Investors
United Kingdom
$80.6M +$3.8M 14 6.98% Increased
741
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$80.5M +$1.02M 4 5.39% Increased
742
Cambridge Trust
Cambridge Trust
Massachusetts
$80.4M -$5.04M 5 5.54% Reduced
743
RP
RBS Partners
Florida
$80.2M $0 1 34.81% Maintained
744
TPI
Tesco Pension Investment
United Kingdom
$80M $0 1 2.37% Maintained
745
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$79.7M +$9.6M 2 2.38% Increased
746
Seizert Capital Partners
Seizert Capital Partners
Michigan
$79.4M +$4.61M 2 3.59% Increased
747
TPC
Tiger Pacific Capital
New York
$79.4M +$48.2M 4 37.68% Increased
748
Wedge Capital Management
Wedge Capital Management
North Carolina
$79.3M -$5.46M 7 0.98% Reduced
749
Perpetual Ltd
Perpetual Ltd
Australia
$79.3M +$13.7M 8 11.9% Increased
750
OI
Oakbrook Investments
Illinois
$79.3M +$3.33M 8 5.38% Increased