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
1701	AssetMark Inc Concord, California	US$819萬	-US$177萬	9	0.17%	減碼
1702	Penbrook Management New York	US$815萬	+US$9.6萬	5	8.63%	增持
1703	RIM Regent Investment Management Louisville, Kentucky	US$810萬	+US$21.6萬	5	4.47%	增持
1704	GC Gruss & Co West Palm Beach, Florida	US$810萬	-US$49.4萬	2	12.74%	減碼
1705	ACM Azentus Capital Management Hong Kong	US$808萬	+US$997萬	1	15.77%	新
1706	Perkins Coie Trust Company Seattle, Washington	US$808萬	+US$9.6萬	5	6.51%	增持
1707	New England Asset Management Farmington, Connecticut	US$808萬	-US$85.8萬	3	0.2%	減碼
1708	Teewinot Capital Advisers New York	US$806萬	-US$147萬	1	5.71%	減碼
1709	AAM AR Asset Management West Hollywood, California	US$803萬	US$0	2	3.57%	維持不變
1710	BIM Bridgecreek Investment Management Tulsa, Oklahoma	US$802萬	-US$1252萬	2	2.39%	減碼
1711	Boston Research & Management Manchester, Massachusetts	US$800萬	-US$5.58萬	5	5.26%	減碼
1712	Private Capital Advisors Darien, Connecticut	US$796萬	+US$20.8萬	5	3.33%	增持
1713	Pegasus Partners Mequon, Wisconsin	US$796萬	-US$88.2萬	4	4.52%	減碼
1714	Cabot-Wellington Boston, Massachusetts	US$795萬	-US$10.6萬	1	4.79%	減碼
1715	First Bankers Trust Louisville, Kentucky	US$793萬	-US$10.2萬	3	3.65%	減碼
1716	USA Financial Formulas Ada, Michigan	US$792萬	+US$259萬	1	5.14%	增持
1717	Park Avenue Institutional Advisers New York	US$791萬	-US$6.29萬	9	7%	減碼
1718	Hilltop Holdings Dallas, Texas	US$790萬	+US$406萬	5	2.31%	增持
1719	WA Westport Advisers Westport, Connecticut	US$790萬	US$0	1	1.07%	維持不變
1720	GCM Grisanti Capital Management New York	US$788萬	-US$689萬	2	3.13%	減碼
1721	Steadfast Advisors New York	US$785萬	+US$364萬	2	3.73%	增持
1722	B. Riley Wealth Advisors Boca Raton, Florida	US$784萬	-US$38.4萬	5	1.88%	減碼
1723	HeadInvest LLC Portland, Maine	US$784萬	-US$17.3萬	4	3.15%	減碼
1724	Blue Chip Partners Farmington Hills, Michigan	US$784萬	+US$72.3萬	3	4.99%	增持
1725	Lafayette Investments Ashton, Maryland	US$783萬	-US$1.39萬	2	3.42%	減碼