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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
751
Profund Advisors
Profund Advisors
Maryland
$337M +$20M 27 9.26% Increased
752
Samlyn Capital
Samlyn Capital
New York
$336M -$215M 4 5.47% Reduced
753
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$334M -$7.69M 5 9.26% Reduced
754
World Investment Advisors
World Investment Advisors
California
$334M -$46.9M 14 5.54% Reduced
755
Artemis Investment Management
Artemis Investment Management
United Kingdom
$334M -$9.48M 5 2.97% Reduced
756
Westwood Holdings Group
Westwood Holdings Group
Texas
$333M -$59.4M 15 2.51% Reduced
757
Yacktman Asset Management
Yacktman Asset Management
Texas
$333M -$23.3M 4 4.11% Reduced
758
Metis Global Partners
Metis Global Partners
California
$332M -$50.5M 18 7.54% Reduced
759
OCM
OLP Capital Management
Hong Kong
$332M -$40.1M 2 83.08% Reduced
760
Generate Investment Management
Generate Investment Management
New Zealand
$332M -$12.5M 4 13.65% Reduced
761
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$331M -$14.1M 41 8.56% Reduced
762
Meyer Handelman Company
Meyer Handelman Company
New York
$331M -$4.49M 6 9.36% Reduced
763
HC
Henshaw Capital
Massachusetts
$328M -$9.13M 4 10.66% Reduced
764
Generali Asset Management
Generali Asset Management
Italy
$324M +$718K 16 5.86% Increased
765
Becker Capital Management
Becker Capital Management
Oregon
$323M +$13.2M 4 8.68% Increased
766
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$323M -$1.82M 25 4.81% Reduced
767
Greenleaf Trust
Greenleaf Trust
Michigan
$322M -$6.19M 16 3.1% Reduced
768
No Street GP LP
No Street GP LP
California
$322M -$5.27M 4 19.34% Reduced
769
Khrom Capital Management
Khrom Capital Management
Florida
$322M +$91.2M 2 26.95% Increased
770
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
$321M +$10.6M 10 7.99% Increased
771
Gabelli Funds
Gabelli Funds
New York
$320M -$8.1M 18 2.05% Reduced
772
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$318M +$155M 2 8.34% Increased
773
Windward Capital Management
Windward Capital Management
California
$315M -$2.05M 3 23.89% Reduced
774
Caprock Group
Caprock Group
Idaho
$314M +$19.8M 27 6.02% Increased
775
SP
SIH Partners
Delaware
$314M -$386M 8 1.97% Reduced