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
776	Washington Trust Westerly, Rhode Island	US$3.14億	-US$265萬	7	9.74%	減碼
777	Perpetual Ltd Sydney, New South Wales, Australia	US$3.13億	-US$2942萬	12	4.47%	減碼
778	Evergreen Capital Management Bellevue, Washington	US$3.12億	+US$5687萬	25	5.47%	增持
779	Howland Capital Management Boston, Massachusetts	US$3.12億	-US$973萬	9	11.24%	減碼
780	Chilton Investment Company Stamford, Connecticut	US$3.12億	+US$3133萬	5	7.47%	增持
781	First Citizens Bank & Trust Raleigh, North Carolina	US$3.08億	+US$2192萬	7	4.61%	增持
782	TC Triata Capital Hong Kong	US$3.07億	+US$7644萬	4	52.27%	增持
783	MGO One Seven Beachwood, Ohio	US$3.07億	+US$3032萬	16	5.07%	增持
784	OneDigital Investment Advisors Overland Park, Kansas	US$3.04億	+US$1006萬	20	2.57%	增持
785	Braun Stacey Associates New York	US$3.02億	+US$691萬	2	8.57%	增持
786	III Independent Investors Inc Nesconset, New York	US$3.02億	-US$1521萬	5	57.72%	減碼
787	Rokos Capital Management (UK) London, United Kingdom	US$3.02億	-US$2.32億	4	1.13%	減碼
788	Ancora Advisors Cleveland, Ohio	US$3.02億	-US$5645萬	25	5.81%	減碼
789	Fuller & Thaler Asset Management San Mateo, California	US$3.01億	-US$3468萬	12	0.82%	減碼
790	Atria Investments Charlotte, North Carolina	US$3.01億	-US$1674萬	26	3.01%	減碼
791	Eventide Asset Management Boston, Massachusetts	US$3億	-US$9568萬	7	4.01%	減碼
792	Old National Bancorp Evansville, Indiana	US$3億	-US$1780萬	11	5.98%	減碼
793	Summitry LLC Foster City, California	US$2.99億	+US$5436萬	9	9.84%	增持
794	Diversified Trust Memphis, Tennessee	US$2.99億	-US$1121萬	24	4.79%	減碼
795	Jain Global New York	US$2.99億	-US$434萬	40	1.17%	減碼
796	Freestone Capital Holdings Seattle, Washington	US$2.98億	+US$3207萬	14	7.73%	增持
797	Argent Trust Co Nashville, Tennessee	US$2.97億	+US$1605萬	12	8.58%	增持
798	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	US$2.97億	+US$1.89億	2	5.17%	增持
799	SCM Steadfast Capital Management New York	US$2.96億	+US$1.61億	3	9.08%	增持
800	Kingsview Wealth Management Grants Pass, Oregon	US$2.96億	-US$1.06億	15	3.59%	減碼