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
901	Valeo Financial Advisors Carmel, Indiana	US$2億	+US$749萬	8	7.17%	增持
902	Meritage Portfolio Management Overland Park, Kansas	US$2億	+US$699萬	8	12.72%	增持
903	IMC Chicago Chicago, Illinois	US$1.99億	+US$7528萬	13	0.12%	增持
904	Bristlecone Advisors Bellevue, Washington	US$1.99億	+US$101萬	6	17.51%	增持
905	Bryn Mawr Capital Management Philadelphia, Pennsylvania	US$1.98億	-US$1009萬	8	11.25%	減碼
906	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	US$1.98億	-US$77.7萬	5	14.36%	減碼
907	Brookfield Corp Toronto, Ontario, Canada	US$1.98億	US$0	1	1.17%	維持不變
908	CA Cullinan Associates Louisville, Kentucky	US$1.98億	-US$1975萬	7	11.09%	減碼
909	First Horizon Advisors Memphis, Tennessee	US$1.97億	-US$2711萬	22	6.1%	減碼
910	TC Torno Capital Cohasset, Massachusetts	US$1.97億	+US$1.61億	2	12.62%	增持
911	Candlestick Capital Management Greenwich, Connecticut	US$1.97億	-US$1.04億	2	4.07%	減碼
912	Wedge Capital Management Charlotte, North Carolina	US$1.97億	+US$8045萬	9	3.18%	增持
913	Virtu Financial New York	US$1.96億	-US$6182萬	11	15%	減碼
914	Sigma Planning Corp Ann Arbor, Michigan	US$1.96億	+US$1.04億	13	6.16%	增持
915	Oak Ridge Investments Chicago, Illinois	US$1.95億	+US$722萬	4	19.68%	增持
916	ACR Alpine Capital Research St. Louis, Missouri	US$1.94億	-US$4298萬	1	5.9%	減碼
917	Neville Rodie & Shaw New York	US$1.93億	+US$21.4萬	8	14.77%	增持
918	First Citizens Bank & Trust Raleigh, North Carolina	US$1.93億	+US$5115萬	6	3.7%	增持
919	Park Avenue Securities New York	US$1.93億	+US$959萬	13	2.5%	增持
920	Frontier Capital Management Boston, Massachusetts	US$1.93億	+US$828萬	4	1.8%	增持
921	Graham Holdings Company Arlington, Virginia	US$1.92億	US$0	1	24.22%	維持不變
922	NM NWI Management New York	US$1.92億	+US$8397萬	5	5.86%	增持
923	Nichols & Pratt Advisers Boston, Massachusetts	US$1.92億	-US$525萬	5	12.91%	減碼
924	Edgemoor Investment Advisors Bethesda, Maryland	US$1.91億	-US$123萬	5	18.02%	減碼
925	Generate Investment Management Auckland, New Zealand	US$1.9億	+US$2917萬	4	13.8%	增持