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
2801	Unified Trust Company Lexington, Kentucky	US$547萬	+US$579萬	2	4.97%	新
2802	RI Rudd International Sarasota, Florida	US$546萬	+US$581萬	3	4%	新
2803	Elgethun Capital Management Sioux Falls, South Dakota	US$544萬	-US$7.3萬	5	3.77%	減碼
2804	ELCO Management New York	US$544萬	+US$13.1萬	3	3.69%	增持
2805	SIM Stelliam Investment Management New York	US$543萬	-US$5011萬	1	1.34%	減碼
2806	Ceeto Capital Group Coral Gables, Florida	US$542萬	US$0	5	4.48%	維持不變
2807	VeraBank Henderson, Texas	US$542萬	+US$569萬	5	5.83%	新
2808	D.B. Root & Company Pittsburgh, Pennsylvania	US$541萬	-US$36.9萬	5	2.69%	減碼
2809	MPEM Marathon Partners Equity Management New York	US$541萬	US$0	2	2.54%	維持不變
2810	NERM New England Research & Management Chicago, Illinois	US$540萬	+US$95.5萬	6	4.25%	增持
2811	RCA Rex Capital Advisors Providence, Rhode Island	US$540萬	+US$36.7萬	1	5.11%	增持
2812	MC MRJ Capital New York	US$538萬	-US$260萬	1	3.67%	減碼
2813	TTP Investments San Jose, California	US$538萬	-US$2344萬	2	45.66%	減碼
2814	Lagoda Investment Management New York	US$538萬	-US$1506萬	3	8.97%	減碼
2815	RB Capital Management Reno, Nevada	US$537萬	+US$29.4萬	4	5.42%	增持
2816	Baugh & Associates Atlanta, Georgia	US$537萬	-US$2,142	1	4.63%	減碼
2817	Seelaus Asset Management Chatham, New Jersey	US$537萬	-US$71.9萬	6	5.75%	減碼
2818	Rainier Group Investment Advisory Bellevue, Washington	US$536萬	-US$14.8萬	2	2.49%	減碼
2819	Bell & Brown Wealth Advisors Newport Beach, California	US$535萬	-US$187萬	5	5.73%	減碼
2820	Taylor Hoffman Wealth Management Richmond, Virginia	US$535萬	+US$49.2萬	9	4.79%	增持
2821	Northwest Capital Management Lake Oswego, Oregon	US$534萬	-US$10.2萬	2	7.5%	減碼
2822	Capital Asset Advisory Services Williamston, Michigan	US$533萬	-US$51.1萬	7	5.1%	減碼
2823	MU Investments Company Tokyo, Japan	US$533萬	+US$568萬	1	3.98%	新
2824	Beaton Management Company Haverhill, Massachusetts	US$532萬	-US$22萬	6	5.22%	減碼
2825	Centerpoint Advisors Needham, Massachusetts	US$532萬	-US$10.5萬	9	5.05%	減碼