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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
1301
Hartline Investment Corp
Hartline Investment Corp
Illinois
$125M -$6.79M 5 10.88% Reduced
1302
XN LP
XN LP
New York
$125M -$10.5M 1 3.28% Reduced
1303
Lindsell Train
Lindsell Train
United Kingdom
$125M -$86.6M 1 4.74% Reduced
1304
Nixon Peabody Trust
Nixon Peabody Trust
Massachusetts
$125M -$3.15M 3 8.82% Reduced
1305
Moran Wealth Management
Moran Wealth Management
Florida
$125M +$15M 9 3.4% Increased
1306
Hook Mill Capital Partners
Hook Mill Capital Partners
New York
$125M -$73.1M 5 11.56% Reduced
1307
NWAM LLC
NWAM LLC
Washington
$124M -$379K 8 6.22% Reduced
1308
BRA
Bender Robert & Associates
California
$124M -$1.53M 3 25.84% Reduced
1309
Paralel Advisors
Paralel Advisors
Colorado
$124M -$13.7M 3 4.79% Reduced
1310
Cache Advisors
Cache Advisors
California
$124M +$11.7M 9 10.5% Increased
1311
BPH
Boundless Plain Holdings
$124M $0 4 28.66% Maintained
1312
Pine Valley Investments
Pine Valley Investments
New Jersey
$123M -$291K 9 4.87% Reduced
1313
Fulton Bank
Fulton Bank
Pennsylvania
$123M -$2.09M 11 3.77% Reduced
1314
RFG Advisory
RFG Advisory
Alabama
$123M +$12.4M 13 1.93% Increased
1315
Carret Asset Management
Carret Asset Management
New York
$123M +$7.55K 7 10.77% Increased
1316
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
$123M -$4.29M 6 11.19% Reduced
1317
True North Advisors
True North Advisors
Texas
$123M +$289K 6 11.72% Increased
1318
LGT Capital Partners
LGT Capital Partners
Switzerland
$122M +$17M 1 6.2% Increased
1319
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$122M +$496K 14 5.96% Increased
1320
HIM
HughesLittle Investment Management
$122M +$455K 2 21.2% Increased
1321
Atwood & Palmer
Atwood & Palmer
Missouri
$122M -$272K 11 6.52% Reduced
1322
JGP Wealth Management
JGP Wealth Management
Oregon
$122M +$3.81M 7 10.96% Increased
1323
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$122M -$2.2M 5 1.88% Reduced
1324
DIGDR
Dynamo Internacional Gestao de Recursos
Brazil
$122M -$36.5M 1 49.91% Reduced
1325
Optimus Prime Fund Management
Optimus Prime Fund Management
Cayman Islands
$122M +$994K 3 9.02% Increased