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
1301	Hartline Investment Corp Winnetka, Illinois	US$1.25億	-US$679萬	5	10.88%	減碼
1302	XN LP New York	US$1.25億	-US$1049萬	1	3.28%	減碼
1303	Lindsell Train London, United Kingdom	US$1.25億	-US$8659萬	1	4.74%	減碼
1304	Nixon Peabody Trust Boston, Massachusetts	US$1.25億	-US$315萬	3	8.82%	減碼
1305	Moran Wealth Management Naples, Florida	US$1.25億	+US$1505萬	9	3.4%	增持
1306	Hook Mill Capital Partners New York	US$1.25億	-US$7314萬	5	11.56%	減碼
1307	NWAM LLC Mercer Island, Washington	US$1.24億	-US$37.9萬	8	6.22%	減碼
1308	BRA Bender Robert & Associates Pasadena, California	US$1.24億	-US$153萬	3	25.84%	減碼
1309	Paralel Advisors Denver, Colorado	US$1.24億	-US$1366萬	3	4.79%	減碼
1310	Cache Advisors San Francisco, California	US$1.24億	+US$1165萬	9	10.5%	增持
1311	BPH Boundless Plain Holdings Hong Kong,	US$1.24億	US$0	4	28.66%	維持不變
1312	Pine Valley Investments Marlton, New Jersey	US$1.23億	-US$29.1萬	9	4.87%	減碼
1313	Fulton Bank Lancaster, Pennsylvania	US$1.23億	-US$209萬	11	3.77%	減碼
1314	RFG Advisory Birmingham, Alabama	US$1.23億	+US$1242萬	13	1.93%	增持
1315	Carret Asset Management New York	US$1.23億	+US$7,549	7	10.77%	增持
1316	Taikang Asset Management (HK) Hong Kong	US$1.23億	-US$429萬	6	11.19%	減碼
1317	True North Advisors Dallas, Texas	US$1.23億	+US$28.9萬	6	11.72%	增持
1318	LGT Capital Partners Pfaeffikon, Switzerland	US$1.22億	+US$1704萬	1	6.2%	增持
1319	Dorsey & Whitney Trust Sioux Falls, South Dakota	US$1.22億	+US$49.6萬	14	5.96%	增持
1320	HIM HughesLittle Investment Management Vancouver,	US$1.22億	+US$45.5萬	2	21.2%	增持
1321	Atwood & Palmer Kansas City, Missouri	US$1.22億	-US$27.2萬	11	6.52%	減碼
1322	JGP Wealth Management Bend, Oregon	US$1.22億	+US$381萬	7	10.96%	增持
1323	Mondrian Investment Partners London, United Kingdom	US$1.22億	-US$220萬	5	1.88%	減碼
1324	DIGDR Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil	US$1.22億	-US$3649萬	1	49.91%	減碼
1325	Optimus Prime Fund Management Grand Cayman, Cayman Islands	US$1.22億	+US$99.4萬	3	9.02%	增持