雲端運算

雲端運算出租伺服器、儲存空間和軟體，而不是販售硬體讓客戶在自家場所運行。它將科技支出從資本專案轉變為每月帳單，而託管這些服務的平台也已成為不可或缺的基礎設施。

64檔股票

#	名稱	持股	交易金額	主題股票	投資組合占比	狀態
2501	Benin Management Corp Wilton, Connecticut	US$1924萬	-US$19.2萬	7	6.83%	減碼
2502	PM Parametrica Management Wanchai, Hong Kong	US$1924萬	+US$154萬	7	9.25%	增持
2503	McGuire Investment Group Wakefield, Rhode Island	US$1924萬	+US$247萬	5	4.06%	增持
2504	Teamwork Financial Advisors San Antonio, Texas	US$1916萬	-US$158萬	9	4.49%	減碼
2505	MS Madden Securities Dallas, Texas	US$1914萬	-US$43.4萬	5	11.19%	減碼
2506	Capstone Triton Financial Group Oklahoma City, Oklahoma	US$1912萬	-US$18萬	6	12.64%	減碼
2507	Carderock Capital Management Chevy Chase, Maryland	US$1910萬	-US$206萬	3	5.7%	減碼
2508	Bell Bank Fargo, North Dakota	US$1908萬	+US$24.5萬	7	2.75%	增持
2509	Greenline Partners New York	US$1907萬	+US$20.2萬	3	4.18%	增持
2510	StoneX Group New York	US$1907萬	-US$13.8萬	12	3.43%	減碼
2511	Brown Capital Management Baltimore, Maryland	US$1905萬	-US$166萬	4	0.14%	減碼
2512	Aevitas Wealth Management Wellesley Hills, Massachusetts	US$1904萬	+US$23.4萬	5	13.28%	增持
2513	Teza Capital Management Chicago, Illinois	US$1901萬	+US$1222萬	9	3.79%	增持
2514	Raab & Moskowitz Asset Management Chatham, New Jersey	US$1901萬	+US$32.8萬	5	7.42%	增持
2515	Nicolet Bankshares Green Bay, Wisconsin	US$1901萬	+US$154萬	8	5.25%	增持
2516	Hixon Zuercher Findlay, Ohio	US$1900萬	+US$57.9萬	4	12.56%	增持
2517	Paragon Capital Management (Colorado) Denver, Colorado	US$1899萬	-US$19.1萬	3	9.85%	減碼
2518	Corbyn Investment Management Lutherville, Maryland	US$1896萬	-US$56.1萬	2	7.69%	減碼
2519	Mount Vernon Associates Baltimore, Maryland	US$1896萬	+US$15.6萬	5	18.63%	增持
2520	WA WealthTrust Axiom Wayne, Pennsylvania	US$1895萬	-US$55.3萬	8	6.41%	減碼
2521	DCM Advisors New York	US$1890萬	+US$317萬	9	11%	增持
2522	Oakcliff Capital Partners New York	US$1890萬	-US$822萬	1	8.96%	減碼
2523	Allied Investment Advisors Billings, Montana	US$1888萬	-US$1.15萬	3	8.09%	減碼
2524	Cincinnati Casualty Company Fairfield, Ohio	US$1886萬	US$0	1	11.86%	維持不變
2525	Trust Company of Oklahoma Tulsa, Oklahoma	US$1886萬	+US$33.7萬	4	6.78%	增持