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
1751	Avior Wealth Management Omaha, Nebraska	US$1787萬	+US$968萬	11	4%	增持
1752	American Assets Investment Management San Diego, California	US$1783萬	-US$81.3萬	5	3.42%	減碼
1753	Northstar Capital Management New York	US$1777萬	+US$1701萬	6	17.08%	新
1754	Heritage Trust Oklahoma City, Oklahoma	US$1776萬	-US$22.9萬	8	6.38%	減碼
1755	Capital Impact Advisors Boston, Massachusetts	US$1775萬	US$0	6	7.67%	維持不變
1756	ICM Asset Management Spokane, Washington	US$1773萬	+US$3.86萬	1	19.05%	增持
1757	Donoghue Forlines Boston, Massachusetts	US$1769萬	+US$28.3萬	1	1.34%	增持
1758	GHP Investment Advisors Denver, Colorado	US$1761萬	+US$29.7萬	7	2.5%	增持
1759	Anchor Investment Management Columbia, South Carolina	US$1757萬	+US$151萬	10	4.66%	增持
1760	Myriad Asset Management North Point, Hong Kong	US$1754萬	-US$5165萬	1	1.73%	減碼
1761	Bath Savings Trust Bath, Maine	US$1754萬	+US$11.6萬	6	4.41%	增持
1762	AC Apertura Capital Dallas, Texas	US$1753萬	-US$3007萬	3	5.86%	減碼
1763	HRC Hoertkorn Richard Charles	US$1751萬	+US$202萬	7	10.38%	增持
1764	Maple Rock Capital Partners Toronto, Ontario, Canada	US$1745萬	+US$500萬	1	5.8%	增持
1765	Cypress Asset Management Houston, Texas	US$1744萬	+US$15萬	6	3.75%	增持
1766	Blue Fin Capital Warren, Rhode Island	US$1744萬	+US$52萬	6	10.16%	增持
1767	GA Glenhill Advisors New York	US$1744萬	-US$1039萬	1	1.28%	減碼
1768	Tompkins Financial Ithaca, New York	US$1744萬	-US$4.7萬	8	4%	減碼
1769	Sigma Investment Counselors Northville, Michigan	US$1744萬	-US$181萬	4	2.38%	減碼
1770	Argus Investors Counsel New York	US$1738萬	-US$25.5萬	4	8.02%	減碼
1771	Intrust Bank Wichita, Kansas	US$1735萬	+US$45.2萬	7	5.17%	增持
1772	KSCM Kamunting Street Capital Management Miami Beach, Florida	US$1732萬	-US$1156萬	4	12.33%	減碼
1773	CG Clinton Group New York	US$1730萬	+US$16.5萬	3	1.52%	增持
1774	Comerica Securities Detroit, Michigan	US$1729萬	+US$201萬	9	2.18%	增持
1775	ECM EagleClaw Capital Management Boston, Massachusetts	US$1729萬	+US$76.2萬	6	8.72%	增持