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
1651	Greenoaks Capital Partners Orinda, California	US$4079萬	-US$1573萬	1	3.11%	減碼
1652	JAMH Junson Asset Management (HK) Hong Kong	US$4078萬	-US$1694萬	6	27.71%	減碼
1653	Avestar Capital New York	US$4078萬	-US$1.22萬	10	10.39%	減碼
1654	Checchi Capital Advisers Beverly Hills, California	US$4058萬	-US$119萬	11	3.79%	減碼
1655	Exchange Capital Management Ann Arbor, Michigan	US$4057萬	+US$19.4萬	4	9.41%	增持
1656	Knightsbridge Asset Management Newport Beach, California	US$4041萬	-US$93.1萬	5	8.49%	減碼
1657	Bandera Partners New York	US$4041萬	US$0	3	16.94%	維持不變
1658	Berger Financial Group Plymouth, Minnesota	US$4039萬	+US$554萬	8	5.93%	增持
1659	Capital Investment Advisory Services Raleigh, North Carolina	US$4039萬	+US$72.7萬	11	5.23%	增持
1660	CRB Chad R. Baker	US$4032萬	US$0	4	11.49%	維持不變
1661	Rollins Financial Atlanta, Georgia	US$4027萬	+US$977萬	4	15%	增持
1662	Qtron Investments Boston, Massachusetts	US$4026萬	-US$1517萬	12	10.01%	減碼
1663	IAIM International Assets Investment Management Orlando, Florida	US$4009萬	+US$30.2萬	10	8.63%	增持
1664	Polaris Capital Management Boston, Massachusetts	US$4006萬	-US$39.6萬	1	1.57%	減碼
1665	Novo Holdings A/S Hellerup, Denmark	US$4006萬	US$0	1	1.91%	維持不變
1666	Mengis Capital Management Portland, Oregon	US$4000萬	-US$141萬	6	9.48%	減碼
1667	Distillate Capital Partners Chicago, Illinois	US$4000萬	+US$1843萬	3	5.35%	增持
1668	Growth Interface Management Orlando, Florida	US$3985萬	-US$640萬	2	29.35%	減碼
1669	Rice Partnership Honolulu, Hawaii	US$3981萬	+US$531萬	5	12.78%	增持
1670	Jaffetilchin Investment Partners Tampa, Florida	US$3976萬	+US$15.1萬	6	5.1%	增持
1671	Ninety One Cape Town, South Africa	US$3975萬	+US$224萬	3	15.76%	增持
1672	Canvas Wealth Advisors Shawnee, Kansas	US$3973萬	+US$170萬	5	16.92%	增持
1673	Americana Partners Houston, Texas	US$3968萬	+US$342萬	5	7.1%	增持
1674	Bender Robert & Associates Pasadena, California	US$3967萬	-US$12.2萬	5	15.36%	減碼
1675	TRB Advisors New York	US$3959萬	US$0	1	38.91%	維持不變