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	Cozad Asset Management Champaign, Illinois	US$7692萬	-US$353萬	8	6.04%	減碼
1752	Strategic Wealth Investment Group Louisville, Kentucky	US$7688萬	+US$312萬	4	9.76%	增持
1753	J. Goldman & Co New York	US$7673萬	-US$9023萬	8	2.23%	減碼
1754	PTB Pioneer Trust Bank Salem, Oregon	US$7669萬	-US$262萬	6	18.61%	減碼
1755	PI Pennant Investors Summit, New Jersey	US$7666萬	-US$658萬	3	21.24%	減碼
1756	Denali Advisors San Diego, California	US$7663萬	+US$59.4萬	6	8.52%	增持
1757	Driehaus Capital Management Chicago, Illinois	US$7660萬	+US$1647萬	7	0.56%	增持
1758	Ameritas Advisory Services Lincoln, Nebraska	US$7652萬	-US$11.8萬	10	2.97%	減碼
1759	Perennial Advisors New York	US$7652萬	+US$70.4萬	7	13.03%	增持
1760	ICICI Prudential Asset Management Mumbai, India	US$7637萬	-US$600萬	5	9.17%	減碼
1761	BOCHK Asset Management Hong Kong	US$7626萬	+US$6266萬	6	15.78%	增持
1762	West Branch Capital Amherst, Massachusetts	US$7618萬	-US$25.7萬	10	20.4%	減碼
1763	Hohimer Wealth Management Seattle, Washington	US$7617萬	+US$396萬	6	8.99%	增持
1764	M MOTCO San Antonio, Texas	US$7601萬	+US$332萬	8	7.03%	增持
1765	Ironwood Investment Counsel Scottsdale, Arizona	US$7586萬	-US$159萬	7	10.93%	減碼
1766	NG Northstar Group New York	US$7586萬	-US$142萬	7	10.72%	減碼
1767	Regal Partners Sydney, NSW, Australia	US$7585萬	+US$871萬	6	4.12%	增持
1768	Thompson Investment Management Madison, Wisconsin	US$7582萬	+US$180萬	11	9.8%	增持
1769	Intact Investment Management Montreal, Quebec, Canada	US$7575萬	-US$173萬	8	2.16%	減碼
1770	BBES Buffalo Business & Estate Services Orchard Park, New York	US$7567萬	+US$826萬	7	10.98%	增持
1771	CRA Financial Services Northfield, New Jersey	US$7566萬	+US$99萬	7	9.82%	增持
1772	Telos Capital Management San Diego, California	US$7547萬	-US$1148萬	6	7.23%	減碼
1773	Fernbridge Capital Management Los Angeles, California	US$7544萬	-US$1.32億	1	4.83%	減碼
1774	FORA Capital Miami, Florida	US$7544萬	+US$4559萬	9	5.53%	增持
1775	ShawSpring Partners Boston, Massachusetts	US$7526萬	+US$177萬	2	28.12%	增持