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
1026	LFCM Long Focus Capital Management San Juan, Puerto Rico	US$2.41億	+US$1861萬	4	6.16%	增持
1027	Ursa Fund Management Danville, California	US$2.41億	+US$2.6億	2	18.83%	新
1028	Empire Life Investments Toronto, Ontario, Canada	US$2.4億	-US$1251萬	4	13.4%	減碼
1029	Moors & Cabot Boston, Massachusetts	US$2.4億	-US$78.8萬	12	9.33%	減碼
1030	Scharf Investments Los Gatos, California	US$2.4億	+US$1.04億	5	7.92%	增持
1031	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	US$2.39億	+US$1089萬	12	6.38%	增持
1032	Plato Investment Management Sydney, NSW, Australia	US$2.38億	+US$1056萬	15	13.57%	增持
1033	Adell Harriman & Carpenter Houston, Texas	US$2.38億	+US$70.4萬	6	12.19%	增持
1034	Wedge Capital Management Charlotte, North Carolina	US$2.38億	+US$1247萬	6	3.92%	增持
1035	Spire Wealth Management Mclean, Virginia	US$2.37億	+US$127萬	19	7.16%	增持
1036	Iron Gate Global Advisors Nsl, Utah	US$2.35億	-US$2147萬	5	22.73%	減碼
1037	Central Securities New York	US$2.35億	US$0	3	17.51%	維持不變
1038	Meeder Advisory Services Dublin, Ohio	US$2.35億	+US$1246萬	15	8.59%	增持
1039	Crawford Investment Counsel Atlanta, Georgia	US$2.34億	-US$384萬	7	3.9%	減碼
1040	Academy Capital Management Waco, Texas	US$2.33億	-US$698萬	5	30.86%	減碼
1041	Frank Rimerman Advisors Palo Alto, California	US$2.33億	-US$143萬	15	13.21%	減碼
1042	D.J. St. Germain Springfield, Massachusetts	US$2.33億	-US$1647萬	13	8.37%	減碼
1043	Avity Investment Management Greenwich, Connecticut	US$2.32億	+US$2182萬	6	14.77%	增持
1044	Grimes & Company Westborough, Massachusetts	US$2.31億	+US$641萬	7	4.99%	增持
1045	LMCG Investments Boston, Massachusetts	US$2.31億	-US$728萬	7	12.35%	減碼
1046	Univest Financial Souderton, Pennsylvania	US$2.3億	+US$605萬	6	11.3%	增持
1047	LA Linden Advisors New York	US$2.29億	+US$2.3億	3	1.18%	增持
1048	BIT Capital Berlin, Germany	US$2.29億	-US$1.26億	4	6.77%	減碼
1049	Ancora Advisors Cleveland, Ohio	US$2.28億	-US$26.7萬	18	4.4%	減碼
1050	XN LP New York	US$2.28億	-US$1049萬	2	6.01%	減碼