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
826	MA Mutual Advisors Omaha, Nebraska	US$2.81億	+US$753萬	15	5.29%	增持
827	Canada Post Corporation Pension Plan Toronto, Canada	US$2.81億	+US$835萬	15	9.8%	增持
828	Axxcess Wealth Management Carlsbad, California	US$2.8億	+US$1616萬	13	4.45%	增持
829	NorthRock Partners Minneapolis, Minnesota	US$2.76億	-US$236萬	12	4%	減碼
830	Trust Company of Vermont Brattleboro, Vermont	US$2.75億	+US$2.79億	20	10.27%	新
831	SL SOF Ltd George Town, Cayman Islands	US$2.74億	US$0	1	100%	維持不變
832	Klingenstein Fields & Co New York	US$2.74億	+US$69.3萬	5	9.6%	增持
833	Hantz Financial Services Southfield, Michigan	US$2.74億	-US$1163萬	44	3.71%	減碼
834	Mogy Joel R Investment Counsel Beverly Hills, California	US$2.72億	-US$85.7萬	5	15.61%	減碼
835	KCM Kensico Capital Management Greenwich, Connecticut	US$2.72億	-US$1.47億	2	4.67%	減碼
836	SPC Stony Point Capital New York	US$2.72億	+US$849萬	4	17.68%	增持
837	Triglav Skladi Ljubljana, Slovenia	US$2.72億	+US$1370萬	7	14.31%	增持
838	Hexagon Capital Partners Rogers, Arkansas	US$2.72億	-US$769萬	8	38.19%	減碼
839	Lockheed Martin Investment Management Bethesda, Maryland	US$2.72億	-US$3641萬	3	10.74%	減碼
840	Diversify Advisory Services Sandy, Utah	US$2.71億	+US$1.9億	17	4.54%	增持
841	Diversify Wealth Management Sandy, Utah	US$2.71億	+US$1051萬	17	4.54%	增持
842	Independent Financial Group San Diego, California	US$2.71億	+US$183萬	17	5.07%	增持
843	IFP Advisors Tampa, Florida	US$2.7億	+US$312萬	81	4.87%	增持
844	CK Cohen Klingenstein New York	US$2.69億	-US$32.6萬	6	7.7%	減碼
845	Kornitzer Capital Management Shawnee Mission, Kansas	US$2.68億	-US$3509萬	12	5.6%	減碼
846	Wilmington Savings Fund Society Wilmington, Delaware	US$2.68億	-US$194萬	26	5.98%	減碼
847	ACM Ashe Capital Management Englewood Cliffs, New Jersey	US$2.68億	+US$2583萬	2	28.73%	增持
848	FAB First American Bank Dundee, Illinois	US$2.67億	+US$7.59萬	3	14.94%	增持
849	TC Torno Capital Cohasset, Massachusetts	US$2.67億	+US$2.8億	2	7.7%	新
850	Addenda Capital Montreal, Quebec, Canada	US$2.67億	+US$1106萬	6	7.26%	增持