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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
1
Vanguard Group
Vanguard Group
Pennsylvania
US$994億 +US$11.1億 61 4.9% 增持
2
BlackRock
BlackRock
New York
US$978億 +US$5.63億 64 5.18% 增持
3
State Street
State Street
Massachusetts
US$619億 -US$16.7億 52 5.47% 減碼
4
Fidelity Investments
Fidelity Investments
Massachusetts
US$538億 -US$2.78億 37 6.69% 減碼
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
US$406億 -US$13.5億 40 7.3% 減碼
6
Capital World Investors
Capital World Investors
California
US$233億 -US$21.1億 9 5.47% 減碼
7
Capital Research Global Investors
Capital Research Global Investors
California
US$197億 +US$7億 8 6.16% 增持
8
Northern Trust
Northern Trust
Illinois
US$190億 -US$4.85萬 61 5.3% 減碼
9
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$189億 +US$1.23億 3 11.63% 增持
10
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$174億 -US$4.59億 16 23.37% 減碼
11
Invesco
Invesco
Georgia
US$173億 +US$1.75億 51 5.37% 增持
12
Wellington Management Group
Wellington Management Group
Massachusetts
US$170億 -US$8.83億 32 4.01% 減碼
13
JP Morgan Chase
JP Morgan Chase
New York
US$170億 +US$6.19億 55 3.88% 增持
14
Goldman Sachs
Goldman Sachs
New York
US$159億 -US$7672萬 60 4.11% 減碼
15
Bank of New York Mellon
Bank of New York Mellon
New York
US$153億 -US$13.6億 59 4.3% 減碼
16
Geode Capital Management
Geode Capital Management
Massachusetts
US$151億 +US$1.45億 59 5.92% 增持
17
Morgan Stanley
Morgan Stanley
New York
US$144億 +US$1.56億 67 4.35% 增持
18
Bank of America
Bank of America
North Carolina
US$135億 -US$9.24億 61 2.69% 減碼
19
Norges Bank
Norges Bank
Norway
US$129億 +US$7040萬 26 5.11% 增持
20
Wells Fargo
Wells Fargo
California
US$108億 -US$4.97億 62 3.46% 減碼
21
Jennison Associates
Jennison Associates
New York
US$108億 -US$6.25億 13 11.42% 減碼
22
Ameriprise
Ameriprise
Minnesota
US$95.3億 -US$3.45億 39 4.77% 減碼
23
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
US$92.3億 -US$5250萬 51 6.48% 減碼
24
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$76.8億 +US$1.35億 13 3.41% 增持
25
Janus Henderson Group
Janus Henderson Group
US$75.4億 +US$59.7億 28 5.12% 增持