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	RIM Rovida Investment Management Grand Cayman, Cayman Islands	US$2.06億	-US$967萬	2	25.88%	減碼
1002	Sigma Planning Corp Ann Arbor, Michigan	US$2.06億	-US$145萬	15	5.73%	減碼
1003	Purpose Unlimited Inc Toronto,	US$2.06億	+US$160萬	10	8.5%	增持
1004	Ancora Advisors Cleveland, Ohio	US$2.05億	-US$415萬	20	4.37%	減碼
1005	U.S. Capital Wealth Advisors Austin, Texas	US$2.05億	+US$1481萬	12	5.16%	增持
1006	DNCA Finance Paris, France	US$2.05億	-US$878萬	6	11.75%	減碼
1007	Founders Capital Management (Connecticut) East Hartford, Connecticut	US$2.05億	+US$6.5萬	5	33.72%	增持
1008	Level Four Advisory Services Dallas, Texas	US$2.05億	+US$654萬	13	6.73%	增持
1009	LFCM Long Focus Capital Management San Juan, Puerto Rico	US$2.04億	+US$1.72億	4	5.38%	增持
1010	Engineers Gate Manager New York	US$2.04億	+US$4546萬	23	2.55%	增持
1011	Spire Wealth Management Mclean, Virginia	US$2.04億	-US$1108萬	18	6.95%	減碼
1012	Bain Capital Investors Boston, Massachusetts	US$2.04億	US$0	1	6.23%	維持不變
1013	Bragg Financial Advisors Charlotte, North Carolina	US$2.03億	+US$256萬	6	6.43%	增持
1014	Brevan Howard Capital Management St. Helier, Jersey	US$2.03億	+US$3.6億	28	1.8%	增持
1015	XN LP New York	US$2.02億	-US$3821萬	2	7.41%	減碼
1016	TC Torno Capital Cohasset, Massachusetts	US$2.01億	+US$1.62億	3	26.56%	增持
1017	CCPM Cooper Creek Partners Management New York	US$2.01億	+US$1.2億	9	6.89%	增持
1018	Plato Investment Management Sydney, NSW, Australia	US$2.01億	+US$493萬	13	13.5%	增持
1019	Frank Rimerman Advisors Palo Alto, California	US$2.01億	-US$50萬	12	13.16%	減碼
1020	North Star Asset Management Neenah, Wisconsin	US$2億	-US$290萬	7	8.68%	減碼
1021	Steginsky Capital Port Washington, New York	US$2億	+US$369萬	2	33.06%	增持
1022	Modern Wealth Management Lenexa, Kansas	US$2億	+US$1558萬	8	3.42%	增持
1023	NBT Bank Norwich, New York	US$1.99億	+US$45.2萬	17	13.07%	增持
1024	Peconic Partners New York	US$1.99億	+US$1.43億	2	3.44%	增持
1025	CreativeOne Wealth Overland Park, Kansas	US$1.99億	+US$1328萬	12	4.62%	增持