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
1301	Deltec Asset Management New York	US$1.02億	+US$22.6萬	5	20.15%	增持
1302	Fiduciary Group Savannah, Georgia	US$1.02億	-US$28.1萬	6	11.13%	減碼
1303	Global Retirement Partners San Rafael, California	US$1.02億	+US$441萬	24	3.79%	增持
1304	Americana Partners Houston, Texas	US$1.02億	+US$342萬	6	8.46%	增持
1305	Transcend Capital Advisors Madison, New Jersey	US$1.01億	+US$221萬	12	8.1%	增持
1306	Heritage Trust Oklahoma City, Oklahoma	US$1.01億	-US$100萬	8	13.51%	減碼
1307	Teamwork Financial Advisors San Antonio, Texas	US$1.01億	+US$242萬	8	15.51%	增持
1308	Penn Davis McFarland Dallas, Texas	US$1.01億	-US$243萬	4	15.64%	減碼
1309	Bristol Gate Capital Partners Toronto, Ontario, Canada	US$1.01億	-US$36.6萬	1	4.73%	減碼
1310	TritonPoint Wealth Chevy Chase, Maryland	US$1億	-US$657萬	7	10.49%	減碼
1311	Tamar Securities Woodland Hills, California	US$1億	+US$670萬	5	16.92%	增持
1312	Evoke Wealth Los Angeles, California	US$1億	+US$9604萬	8	2.97%	新
1313	Cartenna Capital Stamford, Connecticut	US$1億	+US$1260萬	2	5.47%	增持
1314	Steginsky Capital Port Washington, New York	US$1億	+US$329萬	2	24.09%	增持
1315	Knollwood Investment Advisory Hunt Valley, Maryland	US$1億	+US$446萬	5	18.08%	增持
1316	China Universal Asset Management Company Shanghai, China	US$1億	+US$3164萬	9	12.72%	增持
1317	Sumitomo Mitsui Financial Group Tokyo, Japan	US$1億	-US$523萬	8	3.1%	減碼
1318	Mark Asset Management New York	US$9994萬	-US$43.4萬	4	13%	減碼
1319	First Merchants Corp Muncie, Indiana	US$9992萬	+US$669萬	5	7.51%	增持
1320	Pine Valley Investments Marlton, New Jersey	US$9969萬	+US$264萬	10	6.7%	增持
1321	TFS Thoroughbred Financial Services Brentwood, Tennessee	US$9962萬	-US$3044萬	7	9.58%	減碼
1322	Payden & Rygel Los Angeles, California	US$9957萬	-US$652萬	5	4.69%	減碼
1323	Payden & Rygel Investment Group Los Angeles, California	US$9957萬	+US$9389萬	5	4.69%	新
1324	German American Bancorp Jasper, Indiana	US$9899萬	+US$234萬	4	11.9%	增持
1325	Valley Wealth Managers Paramus, New Jersey	US$9892萬	-US$400萬	10	7.45%	減碼