電子商務

電子商務將零售從實體店面帶到螢幕上，也帶動了讓這種模式得以運作所需的倉儲、配送和付款系統。規模與配送密度決定誰能獲利。

240檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
3501	Broad Bay Capital Management New York	US$2105萬	-US$658萬	1	1.97%	減碼
3502	TOBAM Paris, France	US$2104萬	-US$144萬	7	5.11%	減碼
3503	VCM Viewpoint Capital Management Seattle, Washington	US$2103萬	-US$1345萬	3	10.71%	減碼
3504	Vanderbilt University Nashville, Tennessee	US$2103萬	+US$1346萬	3	2.89%	增持
3505	Arsenal Capital Advisors Conshohocken, Pennsylvania	US$2102萬	+US$37.4萬	3	12.4%	增持
3506	LCM Capital Management Chicago, Illinois	US$2101萬	+US$24.4萬	4	9.13%	增持
3507	N10 Assets Greenwich, Connecticut	US$2099萬	+US$2190萬	3	9.08%	新
3508	Pillsbury Lake Capital San Francisco, California	US$2099萬	+US$808萬	2	5.73%	增持
3509	1900 Wealth Management San Antonio, Texas	US$2098萬	+US$107萬	4	1.17%	增持
3510	Vectors Research Management New York	US$2097萬	-US$9.8萬	4	5.48%	減碼
3511	Affinity Wealth Management Wilmington, Delaware	US$2093萬	+US$31.1萬	3	2.7%	增持
3512	First National Bank of Hutchinson Hutchinson, Kansas	US$2092萬	-US$39萬	3	11.49%	減碼
3513	Sycale Advisors New York	US$2091萬	+US$708萬	2	6.42%	增持
3514	Vertrix Wealth Management Troy, Michigan	US$2091萬	+US$8.51萬	5	7.04%	增持
3515	CWM CCG Wealth Management San Diego, California	US$2091萬	+US$14萬	5	4.85%	增持
3516	Urban Wealth Management El Segundo, California	US$2089萬	-US$7.72萬	2	18.21%	減碼
3517	Doliver Advisors Houston, Texas	US$2089萬	-US$1.29萬	6	4.73%	減碼
3518	Monument Capital Management Alexandria, Virginia	US$2085萬	+US$65.2萬	5	4.19%	增持
3519	Lotus Asset Management Nashville, Tennessee	US$2084萬	+US$2065萬	2	18.44%	新
3520	Advisors Preferred Rockville, Maryland	US$2083萬	-US$296萬	7	3.23%	減碼
3521	West Wealth Group Irvine, California	US$2082萬	+US$54萬	3	3.41%	增持
3522	Processus Wealth & Capital Management Brentwood, Tennessee	US$2081萬	+US$24.1萬	2	12.33%	增持
3523	Osprey Private Wealth New York	US$2081萬	+US$354萬	2	5.38%	增持
3524	Hartford Funds Management Wayne, Pennsylvania	US$2080萬	+US$48萬	3	1.66%	增持
3525	Fairfield, Bush & Co Darien, Connecticut	US$2078萬	-US$113萬	4	10.21%	減碼