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
926	Davidson Investment Advisors Great Falls, Montana	US$2.3億	-US$888萬	3	9.39%	減碼
927	Atomi Financial Group New York	US$2.3億	+US$1002萬	25	5.98%	增持
928	MUFG Securities Americas New York	US$2.29億	+US$1909萬	14	11.77%	增持
929	Rakuten Investment Management Tokyo, Japan	US$2.29億	+US$2940萬	15	0.66%	增持
930	Cacti Asset Management Atlanta, Georgia	US$2.29億	+US$229萬	4	11.48%	增持
931	Ingalls & Snyder LLC New York	US$2.28億	+US$187萬	19	6.23%	增持
932	PFG Investments Woodbury, New York	US$2.27億	+US$632萬	17	8.8%	增持
933	PEAK6 Chicago, Illinois	US$2.27億	+US$1.22億	33	0.47%	增持
934	Diamond Hill Capital Management Columbus, Ohio	US$2.27億	-US$9736萬	2	1.82%	減碼
935	GCM Grosvenor Holdings Chicago, Illinois	US$2.27億	US$0	2	9.8%	維持不變
936	Abrams Capital Management Boston, Massachusetts	US$2.26億	US$0	1	4.13%	維持不變
937	Securian Asset Management St Paul, Minnesota	US$2.25億	-US$423萬	18	8.09%	減碼
938	Axxion S.A. Grevenmacher, Luxembourg	US$2.25億	+US$2.45億	18	16.02%	新
939	WMIG White Mountains Insurance Group Hanover, New Hampshire	US$2.24億	US$0	1	57.03%	維持不變
940	Main Street Research Lakeville, Connecticut	US$2.24億	+US$270萬	6	10.58%	增持
941	North Peak Capital Management New York	US$2.24億	+US$2696萬	2	24.91%	增持
942	SE Spice Expeditions Westport, Connecticut	US$2.24億	+US$2.19億	1	100%	新
943	North Dakota State Investment Board Bismarck, North Dakota	US$2.24億	-US$29.3萬	18	9.09%	減碼
944	JCM JS Capital Management New York	US$2.23億	US$0	1	100%	維持不變
945	Cartenna Capital Stamford, Connecticut	US$2.22億	+US$1.5億	3	5.29%	增持
946	Blackstone Inc New York	US$2.21億	-US$2828萬	10	0.57%	減碼
947	SC SRB Corp Boston, Massachusetts	US$2.21億	-US$5193萬	3	11.9%	減碼
948	IHT Wealth Management Chicago, Illinois	US$2.21億	+US$814萬	11	4.69%	增持
949	Whitney & Co Rochester, New York	US$2.2億	+US$781萬	6	16.08%	增持
950	Peregrine Capital Management Minneapolis, Minnesota	US$2.2億	-US$683萬	6	7.14%	減碼