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
801	Riverbridge Partners Minneapolis, Minnesota	$2.95億	-$5012万	6	8.25%	減少
802	Sachem Head Capital Management New York	$2.95億	+$3713万	1	6.11%	買い増し
803	Fullerton Fund Management Singapore	$2.94億	+$1.02億	7	18.89%	買い増し
804	Hyperion Asset Management Brisbane, Australia	$2.93億	-$6287万	1	7.75%	減少
805	Logan Capital Management Newtown Square, Pennsylvania	$2.92億	+$2.91億	11	10.88%	新規
806	Squadra Investments Rio De Janeiro, Brazil	$2.92億	-$5302万	1	35.82%	減少
807	Moneta Group Investment Advisors St Louis, Missouri	$2.92億	+$1364万	10	2.16%	買い増し
808	Mount Yale Investment Advisors Denver, Colorado	$2.91億	+$439万	19	5.39%	買い増し
809	Impax Asset Management Group London, United Kingdom	$2.91億	-$2.86億	10	1.89%	減少
810	DFO Duquesne Family Office New York	$2.91億	+$1.22億	4	5.58%	買い増し
811	AKO Capital London, United Kingdom	$2.91億	-$1.36億	2	6.77%	減少
812	Empirical Wealth Management Seattle, Washington	$2.9億	+$926万	18	4.23%	買い増し
813	Cooke & Bieler Philadelphia, Pennsylvania	$2.89億	-$234万	1	3.34%	減少
814	SignatureFD Atlanta, Georgia	$2.88億	+$504万	67	3.85%	買い増し
815	National Philanthropic Trust Jenkintown, Pennsylvania	$2.88億	-$4.46億	15	4.16%	減少
816	Global Retirement Partners San Rafael, California	$2.87億	+$2.91億	69	4.38%	新規
817	Birch Hill Investment Advisors Boston, Massachusetts	$2.85億	-$523万	8	11.53%	減少
818	SAM Scopus Asset Management New York	$2.85億	+$2319万	4	4%	買い増し
819	Deer Management Company Larchmont, New York	$2.84億	-$563万	1	34.92%	減少
820	RAM RJA Asset Management Stamford, Connecticut	$2.84億	$0	1	88.38%	維持
821	Spyglass Capital Management San Francisco, California	$2.83億	+$8271万	4	15.33%	買い増し
822	CIBC Capital Markets (Europe) Luxembourg	$2.83億	+$2.97億	2	38.03%	新規
823	Argent Capital Management St Louis, Missouri	$2.82億	-$3043万	4	8.91%	減少
824	Segall Bryant & Hamill Chicago, Illinois	$2.82億	+$3670万	16	3.35%	買い増し
825	Dakota Wealth Management Palm Beach Gardens, Florida	$2.81億	+$978万	12	5.37%	買い増し