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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
PP
Palladium Partners
Virginia
$237M -$2.29M 6 9.67% Reduced
727
BG
Bollard Group
Massachusetts
$236M -$9.3M 11 7.56% Reduced
728
FC
Franchise Capital
Cayman Islands
$235M -$80.3M 3 39.8% Reduced
729
EC
EMS Capital
New York
$234M +$124M 4 24.82% Increased
730
SoftBank Group
SoftBank Group
Japan
$234M +$23.5M 3 2.18% Increased
731
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$232M -$1.79M 17 4.46% Reduced
732
CK
Cohen Klingenstein
New York
$232M -$13.1M 7 9.16% Reduced
733
UH
Unigestion Holding
Switzerland
$231M -$38.4M 7 9.42% Reduced
734
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$231M -$2.66M 5 8.48% Reduced
735
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$230M -$5.99M 5 8.28% Reduced
736
HP
Harbourvest Partners
Massachusetts
$228M +$7.08M 7 29.13% Increased
737
IVMX
Institutional Venture Management XV
California
$228M +$45.8M 2 27.61% Increased
738
6CM
683 Capital Management
New York
$227M +$23.6M 11 8.35% Increased
739
Wolverine Trading
Wolverine Trading
Illinois
$227M -$311M 57 0.27% Reduced
740
IC
Inverness Counsel
New York
$226M -$63.2M 6 8.35% Reduced
741
GH
Grosvenor Holdings
Illinois
$226M +$61.8M 3 23.32% Increased
742
APA
American Portfolios Advisors
New York
$225M +$4.52M 68 7.61% Increased
743
IHL
Investment House LLC
California
$225M -$3.42M 9 14.47% Reduced
744
Madison Asset Management
Madison Asset Management
Wisconsin
$225M -$7.99M 9 2.95% Reduced
745
Raymond James Trust
Raymond James Trust
Florida
$224M +$17.8M 18 6.67% Increased
746
GC
Gobi Capital
California
$224M +$2.61M 3 11.4% Increased
747
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$224M -$1.27M 7 2.91% Reduced
748
Hyperion Asset Management
Hyperion Asset Management
Australia
$224M -$10M 4 8.81% Reduced
749
CCM
Coliseum Capital Management
Connecticut
$224M +$133M 2 17.1% Increased
750
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$223M -$11.7M 19 14.16% Reduced