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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
951
Munro Partners
Munro Partners
Australia
$220M +$31M 1 4.84% Increased
952
Sumitomo Life Insurance
Sumitomo Life Insurance
Japan
$220M +$3.17M 7 3.59% Increased
953
SCMS
Serenity Capital Management (Singapore)
Singapore
$219M +$5.61M 6 66.16% Increased
954
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$219M -$7.55M 24 5.41% Reduced
955
Patten & Patten
Patten & Patten
Tennessee
$218M -$2.15M 5 11.54% Reduced
956
Principal Securities
Principal Securities
Iowa
$217M +$7.92M 18 2.62% Increased
957
Moors & Cabot
Moors & Cabot
Massachusetts
$217M -$699K 11 8.45% Reduced
958
Global X Japan
Global X Japan
Japan
$217M +$25.5M 9 7.98% Increased
959
GAMMA Investing
GAMMA Investing
California
$217M +$23M 79 8.06% Increased
960
Madison Avenue Partners
Madison Avenue Partners
New York
$216M +$55.8M 1 9.31% Increased
961
Donaldson Capital Management
Donaldson Capital Management
Indiana
$216M +$11.2M 8 6.18% Increased
962
Capital Investment Counsel Inc
Capital Investment Counsel Inc
North Carolina
$216M -$5.78M 10 23.24% Reduced
963
Corvex Management
Corvex Management
New York
$216M -$28.6M 1 6.59% Reduced
964
L1 Capital International
L1 Capital International
Australia
$216M -$9.22M 2 12.64% Reduced
965
Sowell Financial Services
Sowell Financial Services
Arkansas
$216M -$1.15M 15 7.04% Reduced
966
First National Trust
First National Trust
Pennsylvania
$215M -$41.3M 6 7.31% Reduced
967
RWWM Inc
RWWM Inc
California
$215M +$7.34M 3 15.91% Increased
968
BAM
Brilliance Asset Management
Hong Kong
$215M +$105M 4 63.42% Increased
969
Iron Gate Global Advisors
Iron Gate Global Advisors
Utah
$215M -$250K 4 20.77% Reduced
970
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$214M +$1.36M 5 6.2% Increased
971
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$213M +$216M 1 4.72% Increased
972
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$213M -$18.2M 4 8.82% Reduced
973
Teewinot Capital Advisers
Teewinot Capital Advisers
New York
$212M -$40.4M 3 15.34% Reduced
974
SouthState Corp
SouthState Corp
Florida
$211M +$3.84M 21 8.8% Increased
975
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$210M +$30.8M 7 2.01% Increased