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
951	RWWM Inc Rocklin, California	US$7699萬	-US$419萬	2	22.93%	減碼
952	Montag & Associates Atlanta, Georgia	US$7684萬	+US$638萬	8	7.12%	增持
953	Capital Counsel New York	US$7648萬	+US$86.7萬	4	5.59%	增持
954	Norris Perne & French Grand Rapids, Michigan	US$7628萬	+US$397萬	4	10.04%	增持
955	CEI Clark Estates Inc New York	US$7618萬	-US$443萬	4	11.8%	減碼
956	Polaris Capital Management Boston, Massachusetts	US$7609萬	-US$100萬	2	3.16%	減碼
957	Franklin Street Advisors Chapel Hill, North Carolina	US$7599萬	+US$71.1萬	7	10.58%	增持
958	ETF Managers Group Summit, New Jersey	US$7593萬	-US$132萬	10	3.71%	減碼
959	AG Artal Group Luxembourg	US$7517萬	US$0	1	3.07%	維持不變
960	CG Cutler Group San Francisco, California	US$7507萬	-US$7285萬	18	7.79%	減碼
961	Institutional Venture Management XIV Menlo Park, California	US$7494萬	US$0	1	77.33%	維持不變
962	Ally Financial Detroit, Michigan	US$7492萬	+US$133萬	6	14.28%	增持
963	Parkwood LLC Cleveland, Ohio	US$7449萬	-US$1964萬	7	14.58%	減碼
964	CAM Centre Asset Management New York	US$7413萬	+US$205萬	4	19.26%	增持
965	Summit Partners Public Asset Management Boston, Massachusetts	US$7399萬	-US$4128萬	3	9.06%	減碼
966	Taurus Asset Management New York	US$7367萬	+US$538萬	6	10.3%	增持
967	North Star Asset Management Neenah, Wisconsin	US$7335萬	+US$332萬	8	5.94%	增持
968	Janney Capital Management Pittsburgh, Pennsylvania	US$7325萬	-US$224萬	7	3.82%	減碼
969	Jefferies Group New York	US$7322萬	+US$26.4萬	19	0.6%	增持
970	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	US$7319萬	+US$2620萬	3	8.04%	增持
971	Cumberland Partners Toronto, Ontario, Canada	US$7317萬	+US$77.3萬	5	7.36%	增持
972	SouthState Corp Winter Haven, Florida	US$7303萬	-US$230萬	7	7.51%	減碼
973	Highland Private Wealth Management Bellevue, Washington	US$7286萬	+US$176萬	6	22.79%	增持
974	Delek Group Herzliya, Israel	US$7276萬	+US$299萬	5	3.02%	增持
975	Aravt Global New York	US$7267萬	-US$1016萬	2	11.51%	減碼