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
1501	GAMMA Investing Foster City, California	US$8482萬	+US$2603萬	26	11.56%	增持
1502	Clarkston Capital Partners Rochester, Michigan	US$8482萬	-US$137萬	6	1.62%	減碼
1503	Courier Capital Buffalo, New York	US$8469萬	+US$16.7萬	6	6.73%	增持
1504	Overbrook Management Corp New York	US$8467萬	-US$413萬	4	21.38%	減碼
1505	GFI Investment Counsel Toronto, Ontario, Canada	US$8465萬	-US$474萬	1	11.07%	減碼
1506	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	US$8462萬	-US$543萬	5	14.91%	減碼
1507	Claar Advisors New York	US$8449萬	-US$425萬	4	27.15%	減碼
1508	TAM Telemark Asset Management Boston, Massachusetts	US$8441萬	-US$717萬	3	7.35%	減碼
1509	Whetstone Capital Advisors Shawnee Mission, Kansas	US$8437萬	+US$220萬	6	39.16%	增持
1510	LS Investment Advisors Bloomfield Hills, Michigan	US$8426萬	+US$226萬	5	13.15%	增持
1511	Jasper Ridge Partners Menlo Park, California	US$8421萬	-US$8563萬	9	2.72%	減碼
1512	Bourne Lent Asset Management Pawling, New York	US$8386萬	-US$59.7萬	4	32.15%	減碼
1513	BC Belmont Capital Los Angeles, California	US$8372萬	+US$1732萬	9	15.62%	增持
1514	CCM Cohen Capital Management Corte Madera, California	US$8370萬	+US$203萬	8	14.41%	增持
1515	AO Allen Operations New York	US$8351萬	+US$1,531	3	16.34%	增持
1516	Graham Capital Management Rowayton, Connecticut	US$8349萬	-US$6463萬	12	1.82%	減碼
1517	Foster & Motley Cincinnati, Ohio	US$8302萬	-US$129萬	8	5.71%	減碼
1518	Stratos Wealth Advisors Beachwood, Ohio	US$8290萬	+US$146萬	8	4.1%	增持
1519	Vest Financial Mclean, Virginia	US$8263萬	+US$922萬	8	1.98%	增持
1520	Atomi Financial Group New York	US$8253萬	+US$1926萬	11	6.11%	增持
1521	Capital Analysts LLC Fort Washington, Pennsylvania	US$8245萬	+US$206萬	13	3.65%	增持
1522	Leavell Investment Management Mobile, Alabama	US$8240萬	+US$319萬	6	4.55%	增持
1523	Kennedy Capital Management St Louis, Missouri	US$8228萬	-US$450萬	4	1.76%	減碼
1524	Graypoint LLC Albany, New York	US$8207萬	+US$336萬	10	5.67%	增持
1525	Tompkins Financial Ithaca, New York	US$8204萬	-US$59.4萬	9	8.59%	減碼