Eコマース

電子商取引は小売を実店舗から画面へと移し、それを可能にする倉庫・配送・決済の仕組みも伴います。利益を左右するのは、規模と配送密度です。

240銘柄

#	名前	保有額	取引額	テーマ銘柄	ポートフォリオに占める割合	ステータス
376	Great Lakes Advisors Chicago, Illinois	$10.3億	+$6億	15	7.84%	買い増し
377	OP Asset Management Helsinki,	$10.3億	-$18億	28	10.98%	減少
378	AEGON Asset Management (UK) Edinburgh, United Kingdom	$10.3億	+$193万	7	10.98%	買い増し
379	Williams Jones Wealth Management New York	$10.2億	+$4255万	8	11.56%	買い増し
380	Egerton Capital (UK) London, United Kingdom	$10.2億	+$1.33億	2	9.84%	買い増し
381	ARK Investment Management St. Petersburg, Florida	$10.1億	-$2537万	12	6.54%	減少
382	Natixis Paris, France	$10億	-$13億	29	4.04%	減少
383	Empowered Funds Havertown, Pennsylvania	$10億	+$5047万	50	5.27%	買い増し
384	Sequoia Financial Advisors Akron, Ohio	$10億	+$1152万	33	4.98%	買い増し
385	GGHC Gilder Gagnon Howe & Co New York	$9.9億	+$5843万	14	10.22%	買い増し
386	Whittier Trust South Pasadena, California	$9.9億	+$452万	22	9.68%	買い増し
387	Krane Funds Advisors New York	$9.8億	+$1176万	14	34.91%	買い増し
388	Whale Rock Capital Management Boston, Massachusetts	$9.8億	+$1.29億	4	7.84%	買い増し
389	Beacon Pointe Advisors Newport Beach, California	$9.8億	-$1.04億	17	4.53%	減少
390	GF Fund Management Guangzhou, China	$9.8億	-$2743万	11	11.7%	減少
391	MA Madrone Advisors Menlo Park, California	$9.8億	$0	1	69.92%	維持
392	Voloridge Investment Management Jupiter, Florida	$9.7億	+$4042万	17	4.12%	買い増し
393	Mawer Investment Management Calgary, Alberta, Canada	$9.7億	-$1.6億	9	6.58%	減少
394	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$9.7億	+$623万	13	9.38%	買い増し
395	Walleye Capital New York	$9.6億	-$1.56億	58	3.42%	減少
396	BSL Blue Sparrow LLC Dover, Delaware	$9.5億	+$6.76億	6	9.24%	買い増し
397	Mairs & Power Inc St Paul, Minnesota	$9.5億	-$2148万	4	8.73%	減少
398	Oregon Public Employees Retirement Fund Tigard, Oregon	$9.48億	+$6551万	25	10.23%	買い増し
399	Regions Financial Corp Birmingham, Alabama	$9.47億	-$758万	13	5.65%	減少
400	Wealthfront Advisers Palo Alto, California	$9.42億	+$2679万	22	1.81%	買い増し