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
1001	Ancora Advisors Cleveland, Ohio	US$9910萬	+US$43.1萬	14	3.94%	增持
1002	Cumberland Partners Toronto, Ontario, Canada	US$9894萬	-US$508萬	5	10.35%	減碼
1003	Cobblestone Capital Advisors Rochester, New York	US$9893萬	-US$321萬	8	8.54%	減碼
1004	Destination Wealth Management Walnut Creek, California	US$9869萬	-US$351萬	6	5%	減碼
1005	LCM Lomas Capital Management New York	US$9858萬	-US$690萬	2	16.11%	減碼
1006	Tree Line Advisors Central, Hong Kong	US$9848萬	US$0	1	13%	維持不變
1007	RCM Ratan Capital Management Miami Beach, Florida	US$9810萬	+US$4127萬	7	14.47%	增持
1008	Dowling & Yahnke San Diego, California	US$9796萬	-US$111萬	8	7.86%	減碼
1009	Seizert Capital Partners Birmingham, Michigan	US$9791萬	-US$1614萬	4	6.43%	減碼
1010	Front Barnett Associates Chicago, Illinois	US$9760萬	+US$25.4萬	4	13.3%	增持
1011	Night Owl Capital Management Greenwich, Connecticut	US$9757萬	+US$266萬	3	20.31%	增持
1012	Lowe Brockenbrough & Co Richmond, Virginia	US$9753萬	-US$94.6萬	6	12.13%	減碼
1013	Bank of the West Monterey Park, California	US$9745萬	-US$678萬	8	13.08%	減碼
1014	Rheos Capital Works Tokyo, Japan	US$9745萬	-US$7351萬	4	7.96%	減碼
1015	Ironvine Capital Partners Omaha, Nebraska	US$9735萬	+US$25.5萬	4	12.2%	增持
1016	Overbrook Management Corp New York	US$9721萬	+US$115萬	6	22.43%	增持
1017	Snowden Capital Advisors New York	US$9689萬	+US$475萬	11	7.76%	增持
1018	Adell Harriman & Carpenter Houston, Texas	US$9665萬	-US$110萬	7	14.42%	減碼
1019	River Global Investors London, United Kingdom	US$9664萬	-US$719萬	7	7.15%	減碼
1020	Vestor Capital Chicago, Illinois	US$9617萬	+US$9664萬	6	13.62%	新
1021	CA Cullinan Associates Louisville, Kentucky	US$9615萬	-US$1407萬	6	6.2%	減碼
1022	SouthState Corp Winter Haven, Florida	US$9603萬	-US$67萬	8	10.02%	減碼
1023	Moors & Cabot Boston, Massachusetts	US$9603萬	+US$398萬	14	9.04%	增持
1024	Fort Pitt Capital Group Pittsburgh, Pennsylvania	US$9601萬	-US$3532萬	6	5.35%	減碼
1025	Ninety One North America New York	US$9540萬	-US$2.45億	5	10.45%	減碼