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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
2026
Hills Bank & Trust
Hills Bank & Trust
Iowa
US$5887萬 -US$68.1萬 8 2.51% 減碼
2027
QPW
Quantum Private Wealth
Florida
US$5884萬 -US$333萬 3 15.08% 減碼
2028
Triodos Investment Management
Triodos Investment Management
Netherlands
US$5884萬 -US$125萬 1 3.58% 減碼
2029
LC
Lincoln Capital
Nebraska
US$5880萬 -US$22.2萬 7 10.46% 減碼
2030
IP
Indivisible Partners
Florida
US$5878萬 +US$967萬 10 3.32% 增持
2031
Westover Capital Advisors
Westover Capital Advisors
Delaware
US$5864萬 +US$69萬 6 9.74% 增持
2032
DAM
Davis Asset Management
California
US$5849萬 US$0 4 1.48% 維持不變
2033
EGP
Entrust Global Partners
New York
US$5837萬 -US$279萬 1 11.35% 減碼
2034
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
US$5831萬 -US$282萬 2 3% 減碼
2035
Cortland Associates
Cortland Associates
Missouri
US$5812萬 -US$1021萬 3 8.4% 減碼
2036
Verity & Verity
Verity & Verity
South Carolina
US$5805萬 -US$22.3萬 4 3.99% 減碼
2037
TAM
Telemark Asset Management
Massachusetts
US$5794萬 US$0 2 4.19% 維持不變
2038
WCAU
Working Capital Advisors (UK)
United Kingdom
US$5792萬 -US$815萬 2 100% 減碼
2039
MCMU
MIC Capital Management (UK)
United Kingdom
US$5779萬 +US$1879萬 3 14.65% 增持
2040
Occudo Quantitative Strategies
Occudo Quantitative Strategies
Florida
US$5778萬 +US$1341萬 23 3.07% 增持
2041
Sovran Advisors
Sovran Advisors
California
US$5777萬 -US$70.3萬 8 4.3% 減碼
2042
Smith, Moore & Co
Smith, Moore & Co
Missouri
US$5777萬 -US$33.7萬 6 3.75% 減碼
2043
ProVise Management Group
ProVise Management Group
Florida
US$5772萬 -US$492萬 5 3.87% 減碼
2044
HKIM
Hayek Kallen Investment Management
Alabama
US$5772萬 -US$14.1萬 3 17.5% 減碼
2045
Tradition Wealth Management
Tradition Wealth Management
Minnesota
US$5771萬 +US$46.7萬 7 3.53% 增持
2046
Greenvale Capital
Greenvale Capital
United Kingdom
US$5767萬 +US$132萬 1 6.3% 增持
2047
HP
Havemeyer Place
Connecticut
US$5757萬 +US$2529萬 18 5.69% 增持
2048
Chickasaw Capital Management
Chickasaw Capital Management
Tennessee
US$5748萬 +US$30.8萬 4 2.07% 增持
2049
Mitchell Capital Management
Mitchell Capital Management
Kansas
US$5747萬 -US$838萬 3 8.74% 減碼
2050
KTF Investments
KTF Investments
California
US$5746萬 -US$69.7萬 4 5.81% 減碼