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
1851	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	US$952萬	-US$45.9萬	3	7.07%	減碼
1852	MWVC Morgens Waterfall Vintiadis & Co New York	US$950萬	+US$282萬	2	8.29%	增持
1853	Capital Impact Advisors Boston, Massachusetts	US$948萬	US$0	5	4.09%	維持不變
1854	Oarsman Capital Milwaukee, Wisconsin	US$937萬	+US$37.7萬	6	4.78%	增持
1855	BHA Beech Hill Advisors New York	US$937萬	+US$34.4萬	6	5.73%	增持
1856	DAM Doheny Asset Management Los Angeles, California	US$937萬	+US$2.12萬	4	4.81%	增持
1857	EAMA EFG Asset Management (Americas) Miami, Florida	US$934萬	-US$111萬	2	3.95%	減碼
1858	YP Yellowstone Partners Idaho Falls, Idaho	US$934萬	+US$40.2萬	5	3.43%	增持
1859	Sonora Investment Management Tucson, Arizona	US$933萬	+US$72.2萬	9	1.96%	增持
1860	LAM Lapides Asset Management Greenwich, Connecticut	US$931萬	-US$178萬	1	1.59%	減碼
1861	Vicus Capital State College, Pennsylvania	US$929萬	+US$13.1萬	4	2.11%	增持
1862	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	US$929萬	-US$9.04萬	6	2.86%	減碼
1863	YCG LLC Austin, Texas	US$929萬	-US$154萬	1	2.85%	減碼
1864	MCA Mercer Capital Advisers Little Silver, New Jersey	US$928萬	+US$22.6萬	6	7.45%	增持
1865	SRP Saddle Road Partners Omaha, Nebraska	US$928萬	-US$121萬	4	5.27%	減碼
1866	TWMP Taylor Wealth Management Partners Boston, Massachusetts	US$927萬	-US$88.2萬	4	4.16%	減碼
1867	HL HeadInvest LLC Portland, Maine	US$926萬	-US$22.7萬	5	3.28%	減碼
1868	SFA Staton Financial Advisors Charlotte, North Carolina	US$926萬	-US$84.5萬	2	8.49%	減碼
1869	Bingham Osborn & Scarborough San Francisco, California	US$925萬	-US$25.1萬	6	0.98%	減碼
1870	Bell Bank Fargo, North Dakota	US$924萬	+US$44.1萬	6	5.82%	增持
1871	LBC Lawrence B. Cohen	US$924萬	+US$49萬	4	5.5%	增持
1872	OWIM Old West Investment Management Los Angeles, California	US$923萬	-US$501萬	1	6.72%	減碼
1873	CW Cabot-Wellington Boston, Massachusetts	US$920萬	-US$3.68萬	1	7.44%	減碼
1874	LLC Latimer Light Capital New York	US$919萬	+US$840萬	1	2.38%	新
1875	Telos Capital Management San Diego, California	US$918萬	-US$2,506	5	4.27%	減碼