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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
1076
Westpac Banking Corp
Westpac Banking Corp
Australia
$174M -$5.9M 15 10.74% Reduced
1077
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$174M +$13.6M 10 8.38% Increased
1078
Park Presidio Capital
Park Presidio Capital
California
$174M +$1.46M 1 9.86% Increased
1079
Avity Investment Management
Avity Investment Management
Connecticut
$174M -$9.7M 7 11.1% Reduced
1080
GUB
Golden Unicorn BVI
$174M -$28.6M 1 21.91% Reduced
1081
Hoey Investments
Hoey Investments
Pennsylvania
$173M -$1.69M 9 22.37% Reduced
1082
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$173M -$22M 33 5.93% Reduced
1083
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$172M -$58.4M 116 4.22% Reduced
1084
AlphaCore Capital
AlphaCore Capital
California
$172M +$55.6M 19 3.17% Increased
1085
MayTech Global Investments
MayTech Global Investments
New York
$172M -$9.5M 4 19.12% Reduced
1086
Northcape Capital
Northcape Capital
Australia
$172M -$36.4M 1 23.17% Reduced
1087
PO
PBCay One
United Arab Emirates
$172M -$7.41M 2 9.85% Reduced
1088
SH
Spear Holdings
United Arab Emirates
$172M -$7.41M 2 10.23% Reduced
1089
CA
Cullinan Associates
Kentucky
$172M -$8.62M 7 12.96% Reduced
1090
Atmos Capital Gestao de Recursos
Atmos Capital Gestao de Recursos
Brazil
$170M +$46.1M 4 20.49% Increased
1091
TFS
Thoroughbred Financial Services
Tennessee
$170M -$2.28M 9 8.18% Reduced
1092
ET
Equitable Trust
Tennessee
$170M +$3.92M 13 7.09% Increased
1093
Equity Investment Corp
Equity Investment Corp
Georgia
$170M -$3.03M 1 3.24% Reduced
1094
Sound Shore Management
Sound Shore Management
Connecticut
$170M +$448K 2 5.22% Increased
1095
Syon Capital
Syon Capital
California
$169M +$7.95M 21 7.38% Increased
1096
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$169M +$16.5M 25 3.39% Increased
1097
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$169M -$3.22M 6 10.83% Reduced
1098
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$169M -$357K 7 2.85% Reduced
1099
Albion Financial Group
Albion Financial Group
Utah
$168M +$67K 14 9.75% Increased
1100
Montag & Associates
Montag & Associates
Georgia
$168M -$7.13M 15 7.09% Reduced