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
1551	Nicholas Hoffman & Company Atlanta, Georgia	US$6170萬	+US$72.8萬	7	2.46%	增持
1552	Wright Investors Service Shelton, Connecticut	US$6151萬	+US$245萬	6	15.29%	增持
1553	One01 Capital Burlingame, California	US$6146萬	+US$2602萬	4	25%	增持
1554	Oribel Capital Management New York	US$6122萬	-US$9944萬	3	3.85%	減碼
1555	AO Allen Operations New York	US$6120萬	US$0	3	10.78%	維持不變
1556	RIM Regent Investment Management Louisville, Kentucky	US$6116萬	-US$375萬	6	14.15%	減碼
1557	Marble Harbor Investment Counsel Boston, Massachusetts	US$6115萬	-US$61.2萬	8	7.6%	減碼
1558	Perry Creek Capital New York	US$6104萬	US$0	1	9.88%	維持不變
1559	Ferris Capital Marlborough, Massachusetts	US$6102萬	+US$237萬	8	13.96%	增持
1560	Hilton Capital Management Garden City, New York	US$6099萬	-US$1042萬	4	6.52%	減碼
1561	MGM Miura Global Management New York	US$6099萬	-US$1869萬	3	19.81%	減碼
1562	Willis Investment Counsel Gainesville, Georgia	US$6089萬	-US$94.3萬	2	3.22%	減碼
1563	HA Harbor Advisors West Palm Beach, Florida	US$6077萬	-US$67.9萬	6	12.46%	減碼
1564	CDAM (UK) London, United Kingdom	US$6076萬	+US$435萬	1	7.96%	增持
1565	Arrow Financial Glens Falls, New York	US$6075萬	-US$210萬	10	7.27%	減碼
1566	Polaris Wealth Advisory Group San Rafael, California	US$6071萬	-US$1038萬	6	4.05%	減碼
1567	Monetary Management Group St Louis, Missouri	US$6068萬	-US$210萬	8	16.07%	減碼
1568	CCM Cohen Capital Management Corte Madera, California	US$6054萬	+US$175萬	7	10.6%	增持
1569	Boothbay Fund Management New York	US$6044萬	-US$1.05億	14	1.41%	減碼
1570	Peak Asset Management Louisville, Colorado	US$6023萬	-US$28萬	8	14.01%	減碼
1571	Kore Private Wealth New York	US$6007萬	+US$171萬	11	7.54%	增持
1572	Anchor Investment Management Columbia, South Carolina	US$6004萬	+US$68.9萬	19	7.58%	增持
1573	PTB Pioneer Trust Bank Salem, Oregon	US$6000萬	+US$153萬	6	16.37%	增持
1574	Clarkston Capital Partners Rochester, Michigan	US$5993萬	+US$448萬	7	1%	增持
1575	Infusive Asset Management New York	US$5993萬	+US$5407萬	2	28.45%	增持