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
1476	RIT Capital Partners London, United Kingdom	US$5737萬	+US$970萬	2	17.77%	增持
1477	DP DSAM Partners London, United Kingdom	US$5732萬	-US$3586萬	2	10.63%	減碼
1478	WDA Wendell David Associates Portsmouth, New Hampshire	US$5725萬	+US$72.7萬	6	6.89%	增持
1479	CEI Clark Estates Inc New York	US$5720萬	-US$880萬	5	7.31%	減碼
1480	Royce & Associates New York	US$5717萬	-US$1979萬	2	0.38%	減碼
1481	Crosslink Capital Menlo Park, California	US$5715萬	+US$618萬	1	10.32%	增持
1482	GFI Investment Counsel Toronto, Ontario, Canada	US$5690萬	+US$211萬	1	9.09%	增持
1483	Westwind Capital Las Cruces, New Mexico	US$5683萬	-US$557萬	5	16.44%	減碼
1484	Fukoku Mutual Life Insurance Tokyo, Japan	US$5682萬	+US$352萬	10	5.47%	增持
1485	Integrated Advisors Network Dallas, Texas	US$5677萬	+US$966萬	9	5.19%	增持
1486	Spinnaker Trust Portland, Maine	US$5666萬	+US$56.3萬	7	4.25%	增持
1487	Bender Robert & Associates Pasadena, California	US$5665萬	+US$6.8萬	6	18.23%	增持
1488	Brookfield Corp Toronto, Ontario, Canada	US$5662萬	+US$1424萬	8	0.27%	增持
1489	Nelson Capital Management Menlo Park, California	US$5655萬	-US$350萬	6	12.1%	減碼
1490	Oribel Capital Management New York	US$5655萬	-US$6462萬	5	3.85%	減碼
1491	Flagship Harbor Advisors Boston, Massachusetts	US$5645萬	+US$211萬	14	6.41%	增持
1492	Bell Asset Management Melbourne, Australia	US$5639萬	+US$405萬	3	12.11%	增持
1493	BBR Partners New York	US$5638萬	+US$34.7萬	9	4.63%	增持
1494	L & S Advisors Los Angeles, California	US$5633萬	-US$343萬	6	6.4%	減碼
1495	Blue Fin Capital Warren, Rhode Island	US$5633萬	+US$106萬	6	19.3%	增持
1496	Wealth Enhancement Advisory Services Plymouth, Minnesota	US$5602萬	+US$189萬	4	1.02%	增持
1497	IQ EQ Fund Management Dublin 2, Ireland	US$5585萬	-US$204萬	9	9.83%	減碼
1498	ProVise Management Group Clearwater, Florida	US$5583萬	+US$2.84萬	7	6.02%	增持
1499	Progressive Investment Management Lake Oswego, Oregon	US$5572萬	+US$92.7萬	5	19.63%	增持
1500	Seeyond Paris, France	US$5571萬	-US$1089萬	15	5.58%	減碼