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
126	Focus Partners Wealth Boston, Massachusetts	$54.2億	-$3.04億	41	5.55%	減少
127	Creative Planning Overland Park, Kansas	$53.8億	+$2.27億	74	3.15%	買い増し
128	US Bancorp Minneapolis, Minnesota	$53.6億	+$846万	72	5.85%	買い増し
129	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$52.6億	$0	1	13.87%	維持
130	Lazard Asset Management New York	$51.4億	+$4775万	47	7.78%	買い増し
131	Eagle Capital Management (New York) New York	$51億	+$9.6億	2	15.57%	買い増し
132	Boston Partners Boston, Massachusetts	$50.9億	+$18.9億	20	4.52%	買い増し
133	Zurich Cantonal Bank Zurich, Switzerland	$50.3億	+$959万	61	9.63%	買い増し
134	Mackenzie Financial Toronto Ontario, Ontario, Canada	$50.1億	-$1.96億	46	5.01%	減少
135	1832 Asset Management Toronto, Ontario, Canada	$49.5億	-$5.56億	15	2.48%	減少
136	ProShare Advisors Bethesda, Maryland	$49.3億	-$11.6億	46	7.13%	減少
137	Corient Private Wealth Miami, Florida	$49億	-$2.09億	58	6.78%	減少
138	WCM Investment Management Laguna Beach, California	$48.7億	-$6.41億	12	8.83%	減少
139	Nomura Asset Management International Philadelphia, Pennsylvania	$48.6億	+$8.34億	32	7.3%	買い増し
140	Cerity Partners New York	$47.7億	+$1.39億	63	5.77%	買い増し
141	PFA Pension Forsikringsaktieselskab Copenhagen,	$45.5億	+$1.13億	13	11.54%	買い増し
142	Fifth Third Bancorp Cincinnati, Ohio	$45.3億	-$1.01億	54	7.35%	減少
143	Parnassus Investments San Francisco, California	$45.3億	+$3.46億	7	12.1%	買い増し
144	KBC Group Brussels, Belgium	$45.3億	-$3.48億	46	9.78%	減少
145	Pershing Square Capital Management New York	$45.2億	-$4.05億	2	23.21%	減少
146	State of Wisconsin Investment Board Madison, Wisconsin	$45.1億	+$1245万	47	9.11%	買い増し
147	Chevy Chase Trust Bethesda, Maryland	$44.7億	-$7100万	16	11.53%	減少
148	Tiger Global Management New York	$44.6億	-$6.78億	8	18.61%	減少
149	Mirae Asset Global Investments Seoul, South Korea	$44.4億	+$3.13億	42	6.56%	買い増し
150	Two Sigma Investments New York	$44.4億	-$2.89億	89	3.21%	減少