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
901	TCTC Holdings Dallas, Texas	$2.41億	+$94.6万	7	6.32%	買い増し
902	Siemens Fonds Invest Munich, Germany	$2.39億	+$375万	14	11.72%	買い増し
903	Farmers & Merchants Investments Inc Lincoln, Nebraska	$2.38億	+$309万	26	5.77%	買い増し
904	Community Trust & Investment Versailles, Kentucky	$2.38億	-$145万	4	12.29%	減少
905	Soma Equity Partners San Francisco, California	$2.38億	-$1.26億	3	16.57%	減少
906	Carrhae Capital London, United Kingdom	$2.37億	+$2295万	4	6.54%	買い増し
907	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$2.37億	-$6178万	16	5.51%	減少
908	Vulcan Value Partners Birmingham, Alabama	$2.37億	-$1.51億	1	7.2%	減少
909	Kimelman & Baird New York	$2.37億	-$153万	11	17.43%	減少
910	Meridian Wealth Management Lexington, Kentucky	$2.36億	-$1491万	10	7.26%	減少
911	SAI Systematic Alpha Investments Princeton, New Jersey	$2.35億	+$489万	11	6.3%	買い増し
912	Fideuram - Intesa Sanpaolo Private Banking Turin,	$2.34億	-$2018万	12	7.04%	減少
913	Hardman Johnston Global Advisors Stamford, Connecticut	$2.34億	+$1323万	4	8.22%	買い増し
914	Harvard Management Company Boston, Massachusetts	$2.34億	+$3155万	1	5.49%	買い増し
915	AAM Arohi Asset Management Singapore	$2.34億	-$2830万	2	85.54%	減少
916	BNP Paribas Paris, France	$2.33億	-$8774万	14	6.33%	減少
917	Leonard Green & Partners Los Angeles, California	$2.33億	$0	1	24.23%	維持
918	Canoe Financial Calgary, Alberta, Canada	$2.33億	+$4701万	3	2.88%	買い増し
919	SCM Silvant Capital Management Atlanta, Georgia	$2.33億	-$2.55億	7	6.77%	減少
920	Cary Street Partners Richmond, Virginia	$2.32億	-$141万	14	5.08%	減少
921	Fideuram Asset Management (Ireland) Dublin 1,	$2.32億	+$1.93億	28	4.41%	買い増し
922	Valeo Financial Advisors Carmel, Indiana	$2.32億	-$267万	13	4.89%	減少
923	Wesleyan Assurance Society Birmingham, United Kingdom	$2.31億	-$7.18万	6	11.68%	減少
924	BIT Capital Berlin, Germany	$2.31億	+$3500万	6	6.84%	買い増し
925	Fifth Third Wealth Advisors Cincinnati, Ohio	$2.31億	+$412万	16	6.45%	買い増し