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
1126	Neville Rodie & Shaw New York	US$1.6億	-US$119萬	5	10.38%	減碼
1127	Arvest Bank Trust Division Dewey, Oklahoma	US$1.6億	+US$190萬	4	7.81%	增持
1128	TritonPoint Partners Chevy Chase, Maryland	US$1.6億	+US$1.43億	9	13.31%	增持
1129	Bowen Hanes & Co Ponte Vedra Beach, Florida	US$1.6億	US$0	4	3.9%	維持不變
1130	OC Oakmont Corp Los Angeles, California	US$1.6億	-US$2129萬	3	31.87%	減碼
1131	Clearline Capital New York	US$1.6億	+US$6933萬	4	9.54%	增持
1132	North Star Asset Management Neenah, Wisconsin	US$1.6億	-US$139萬	7	6.29%	減碼
1133	Heritage Wealth Advisors Richmond, Virginia	US$1.6億	-US$263萬	14	5.48%	減碼
1134	DNCA Finance Paris, France	US$1.6億	-US$698萬	5	7.73%	減碼
1135	AA Ancient Art Austin, Texas	US$1.6億	+US$6129萬	3	32.6%	增持
1136	Transcend Capital Advisors Madison, New Jersey	US$1.59億	+US$799萬	15	10.76%	增持
1137	CWM Cornerstone Wealth Management St. Peters, Missouri	US$1.59億	+US$294萬	12	6.84%	增持
1138	Purpose Unlimited Inc Toronto,	US$1.59億	-US$1278萬	16	6.08%	減碼
1139	PHM Prospect Hill Management Short Hills, New Jersey	US$1.59億	+US$11.7萬	2	61.73%	增持
1140	Washington Trust Advisors Wellesley, Massachusetts	US$1.59億	-US$1026萬	13	11.79%	減碼
1141	Marathon Asset Management (UK) London, United Kingdom	US$1.59億	-US$5514萬	3	6.45%	減碼
1142	Roundview Capital Princeton, New Jersey	US$1.59億	+US$118萬	8	8.68%	增持
1143	NFP Narus Financial Partners Salt Lake City, Utah	US$1.59億	-US$244萬	3	40.76%	減碼
1144	Tamar Securities Woodland Hills, California	US$1.58億	+US$1010萬	6	14.8%	增持
1145	TFP Triple Frond Partners San Francisco, California	US$1.58億	+US$3805萬	2	14.14%	增持
1146	TLA Tree Line Advisors Central, Hong Kong	US$1.58億	+US$1083萬	2	44.95%	增持
1147	BBR Partners New York	US$1.58億	-US$241萬	9	7.39%	減碼
1148	Oak Associates Akron, Ohio	US$1.57億	-US$48.9萬	4	8.81%	減碼
1149	Burney Company Reston, Virginia	US$1.57億	+US$1940萬	6	4.24%	增持
1150	Meiji Yasuda Asset Management Tokyo, Japan	US$1.57億	-US$556萬	11	7.05%	減碼