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
1726	BRC Bell Rock Capital Rehoboth Beach, Delaware	US$1836萬	-US$67.4萬	7	9.92%	減碼
1727	180 Wealth Advisors Federal Way, Washington	US$1832萬	+US$1766萬	7	9.33%	新
1728	NBW Capital Boston, Massachusetts	US$1831萬	-US$45萬	2	4.82%	減碼
1729	First Fiduciary Investment Counsel Cleveland, Ohio	US$1830萬	-US$58.7萬	1	3.33%	減碼
1730	Holderness Investments Company Greensboro, North Carolina	US$1828萬	+US$17.1萬	7	8.98%	增持
1731	Good Life Advisors Reading, Pennsylvania	US$1826萬	+US$1300萬	7	5.68%	增持
1732	BC Breakline Capital New York	US$1826萬	+US$1775萬	4	17.85%	新
1733	Sustainable Insight Capital Management New York	US$1825萬	+US$739萬	4	6.91%	增持
1734	Bridgewater Associates Westport, Connecticut	US$1820萬	-US$760萬	3	0.15%	減碼
1735	Bruderman Asset Management Locust Valley, New York	US$1815萬	-US$198萬	6	4.61%	減碼
1736	Flowering Tree Investment Management Singapore	US$1813萬	-US$218萬	1	10.92%	減碼
1737	SG Swarthmore Group Philadelphia, Pennsylvania	US$1812萬	+US$117萬	5	3.87%	增持
1738	IPLA Ice Pond Lane Advisers New York	US$1807萬	-US$539萬	1	12.32%	減碼
1739	IA IPL Advisers New York	US$1807萬	-US$594萬	1	11.44%	減碼
1740	AIM Act II Management New York	US$1802萬	+US$66.6萬	2	11.63%	增持
1741	Sargent Bickham Lagudis Boulder, Colorado	US$1801萬	+US$27.4萬	11	2.15%	增持
1742	Engineers Gate Manager New York	US$1798萬	-US$520萬	9	1.23%	減碼
1743	Columbia Wanger Asset Management Chicago, Illinois	US$1793萬	-US$2012萬	1	0.27%	減碼
1744	Cook & Bynum Capital Management Birmingham, Alabama	US$1793萬	US$0	1	13.1%	維持不變
1745	Cipher Capital New York	US$1791萬	-US$371萬	5	1.42%	減碼
1746	Prospector Partners Guilford, Connecticut	US$1789萬	-US$46.3萬	1	2.61%	減碼
1747	Alley Company Lake Forest, Illinois	US$1788萬	-US$10.2萬	5	6.13%	減碼
1748	Blue Chip Partners Farmington Hills, Michigan	US$1788萬	+US$31.8萬	4	5.29%	增持
1749	TTP Investments San Jose, California	US$1788萬	+US$1755萬	3	15.98%	新
1750	Scholtz & Company Stamford, Connecticut	US$1787萬	-US$45萬	3	12.96%	減碼