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
1176	Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	US$9816萬	-US$54.3萬	6	8.8%	減碼
1177	Southeastern Asset Management Memphis, Tennessee	US$9794萬	+US$2862萬	1	1.86%	增持
1178	Hoey Investments Coatesville, Pennsylvania	US$9793萬	+US$353萬	10	29.24%	增持
1179	Freemont Management Vaud, Switzerland	US$9769萬	-US$80.4萬	5	12.91%	減碼
1180	SCS Capital Management Boston, Massachusetts	US$9768萬	US$0	3	2.08%	維持不變
1181	Gifford Fong Associates Lafayette, California	US$9730萬	+US$172萬	6	18.9%	增持
1182	AC AMS Capital Sao Paulo, Brazil	US$9718萬	-US$832萬	5	20.46%	減碼
1183	Bloom Tree Partners New York	US$9718萬	-US$6316萬	4	11.58%	減碼
1184	Mark Asset Management New York	US$9705萬	-US$44萬	4	10.47%	減碼
1185	Weatherly Asset Management Del Mar, California	US$9697萬	-US$52.4萬	6	11.8%	減碼
1186	Summit Trail Advisors New York	US$9689萬	-US$3296萬	9	7.27%	減碼
1187	SignatureFD Atlanta, Georgia	US$9681萬	+US$653萬	29	3.34%	增持
1188	Jacobs & Co San Francisco, California	US$9665萬	+US$81.3萬	6	11.12%	增持
1189	Geneos Wealth Management Englewood, Colorado	US$9631萬	+US$334萬	24	3.69%	增持
1190	Claar Advisors New York	US$9610萬	+US$222萬	4	28.5%	增持
1191	Alerus Financial Grand Forks, North Dakota	US$9603萬	+US$59.2萬	4	8.74%	增持
1192	Pallas Capital Advisors Braintree, Massachusetts	US$9582萬	+US$2344萬	9	10.52%	增持
1193	Sands Capital Ventures Arlington, Virginia	US$9574萬	+US$9004萬	1	14.44%	新
1194	Fulton Bank Lancaster, Pennsylvania	US$9561萬	+US$30.3萬	9	4.45%	增持
1195	Grandfield & Dodd New York	US$9554萬	-US$142萬	6	6.67%	減碼
1196	Dorsey & Whitney Trust Sioux Falls, South Dakota	US$9547萬	+US$8.9萬	10	8.84%	增持
1197	SeaCrest Wealth Management Purchase, New York	US$9542萬	+US$110萬	11	11.51%	增持
1198	Check Capital Management Costa Mesa, California	US$9542萬	-US$78.4萬	4	4.43%	減碼
1199	Aptus Capital Advisors Fairhope, Alabama	US$9538萬	+US$972萬	8	2.46%	增持
1200	Armor Advisors New York	US$9535萬	-US$1217萬	3	16.21%	減碼