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
1551	Summit Partners Public Asset Management Boston, Massachusetts	US$9487萬	-US$2500萬	4	1.67%	減碼
1552	Private Capital Advisors Darien, Connecticut	US$9479萬	-US$35.5萬	2	8.31%	減碼
1553	GJL Gendell Jeffrey L	US$9474萬	+US$7348萬	2	0.84%	增持
1554	Mizuho Markets Americas New York	US$9469萬	+US$4980萬	6	1.49%	增持
1555	Tompkins Financial Ithaca, New York	US$9467萬	-US$312萬	8	6.63%	減碼
1556	Centiva Capital New York	US$9457萬	-US$9266萬	39	0.83%	減碼
1557	Knollwood Investment Advisory Hunt Valley, Maryland	US$9451萬	-US$751萬	11	8.41%	減碼
1558	CRA Financial Services Northfield, New Jersey	US$9432萬	+US$51.5萬	7	10.87%	增持
1559	Slow Capital Greenbrae, California	US$9424萬	-US$423萬	5	11%	減碼
1560	RCM RB Capital Management Reno, Nevada	US$9405萬	-US$90.4萬	4	18.34%	減碼
1561	Maple Rock Capital Partners Toronto, Ontario, Canada	US$9379萬	+US$1663萬	2	1.84%	增持
1562	SlateStone Wealth Jupiter, Florida	US$9367萬	-US$645萬	6	7.17%	減碼
1563	Forum Financial Management Lombard, Illinois	US$9340萬	-US$37.6萬	7	1.2%	減碼
1564	Disciplined Growth Investors Minneapolis, Minnesota	US$9335萬	+US$23.7萬	3	1.58%	增持
1565	CCG Ceeto Capital Group Coral Gables, Florida	US$9333萬	+US$13.6萬	5	25.26%	增持
1566	Ironvine Capital Partners Omaha, Nebraska	US$9299萬	-US$723萬	3	8.67%	減碼
1567	JC Joho Capital New York	US$9299萬	+US$1653萬	2	20.2%	增持
1568	AAM AR Asset Management West Hollywood, California	US$9290萬	-US$370萬	4	17.01%	減碼
1569	Hosking Partners London, United Kingdom	US$9283萬	-US$2221萬	2	3.09%	減碼
1570	Frontier Capital Management Boston, Massachusetts	US$9281萬	+US$2146萬	4	0.87%	增持
1571	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	US$9280萬	-US$35.6萬	6	6.2%	減碼
1572	SP ShawSpring Partners Boston, Massachusetts	US$9268萬	-US$594萬	3	39.93%	減碼
1573	SI Sava Infond Maribor, Slovenia	US$9257萬	+US$2747萬	8	6.57%	增持
1574	Central Securities New York	US$9252萬	+US$427萬	2	6.9%	增持
1575	St. Denis J. Villere & Co New Orleans, Louisiana	US$9242萬	-US$1173萬	5	11.03%	減碼