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
1326	Lyell Wealth Management Menlo Park, California	US$7837萬	-US$80.6萬	9	10.54%	減碼
1327	TCOT Trust Company of Toledo Holland, Ohio	US$7835萬	+US$324萬	6	15.41%	增持
1328	Bristol Gate Capital Partners Toronto, Ontario, Canada	US$7833萬	-US$220萬	1	4.37%	減碼
1329	Pitcairn Conshohocken, Pennsylvania	US$7832萬	+US$678萬	11	6.55%	增持
1330	De Burlo Group Boston, Massachusetts	US$7819萬	+US$2866萬	3	13.58%	增持
1331	Gladius Capital Management Chicago, Illinois	US$7795萬	+US$7773萬	9	3.25%	增持
1332	BloombergSen Toronto, Ontario, Canada	US$7777萬	-US$257萬	1	5.3%	減碼
1333	VM Venator Management Pittsburgh, Pennsylvania	US$7762萬	+US$31.5萬	3	28.65%	增持
1334	Baker Tilly Wealth Management Madison, Wisconsin	US$7731萬	-US$4429萬	11	12.74%	減碼
1335	Teewinot Capital Advisers New York	US$7718萬	+US$398萬	4	12.33%	增持
1336	Makena Capital Management Menlo Park, California	US$7698萬	-US$6323萬	4	16.48%	減碼
1337	GHP Investment Advisors Denver, Colorado	US$7696萬	+US$22.4萬	18	4.68%	增持
1338	Girard Partners King Of Prussia, Pennsylvania	US$7695萬	-US$478萬	6	8.68%	減碼
1339	Bornite Capital Management New York	US$7682萬	+US$577萬	3	23.18%	增持
1340	Mark Asset Management New York	US$7681萬	-US$192萬	4	13.89%	減碼
1341	Royce & Associates New York	US$7679萬	+US$1127萬	3	0.78%	增持
1342	Telemus Capital Southfield, Michigan	US$7678萬	-US$79.8萬	9	7.11%	減碼
1343	TruWealth Advisors Metairie, Louisiana	US$7661萬	-US$409萬	4	6.59%	減碼
1344	Galvin Gaustad & Stein Scottsdale, Arizona	US$7652萬	-US$239萬	5	7.75%	減碼
1345	Van Cleef Asset Management Beachwood, Ohio	US$7648萬	+US$21.2萬	4	12.04%	增持
1346	EVM Evelyn V. Moreno	US$7638萬	+US$406萬	6	16.64%	增持
1347	Redpoint Management Woodside, California	US$7632萬	US$0	1	15.71%	維持不變
1348	Washington Trust Bank Spokane, Washington	US$7629萬	-US$272萬	6	7.97%	減碼
1349	SAM Scopus Asset Management New York	US$7627萬	+US$670萬	1	2.17%	增持
1350	ARS Investment Partners New York	US$7611萬	-US$70.8萬	6	9.43%	減碼