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
1901	Cota Capital Management San Francisco, California	US$3298萬	-US$1662萬	1	8.69%	減碼
1902	Draper Asset Management Smithtown, New York	US$3298萬	+US$3203萬	5	33.47%	新
1903	Academy Capital Management Waco, Texas	US$3288萬	-US$4677萬	2	7.04%	減碼
1904	Marietta Investment Partners Milwaukee, Wisconsin	US$3288萬	-US$49.2萬	6	8.39%	減碼
1905	Mirova Paris, France	US$3276萬	+US$599萬	7	4.21%	增持
1906	Oxler Private Wealth Rye Brook, New York	US$3276萬	+US$3169萬	10	18.46%	新
1907	Granger Management New York	US$3272萬	+US$3200萬	4	4.12%	新
1908	SSI Scott & Selber Inc Houston, Texas	US$3269萬	-US$343萬	5	13.97%	減碼
1909	Lake Street Private Wealth Chicago, Illinois	US$3264萬	+US$74.8萬	7	9.43%	增持
1910	PWW Pettyjohn Wood & White Lynchburg, Virginia	US$3264萬	+US$16.1萬	6	8.33%	增持
1911	Arjuna Capital Durham, North Carolina	US$3262萬	+US$191萬	6	18.05%	增持
1912	Vishria Bird Financial Group Memphis, Tennessee	US$3260萬	+US$15萬	5	18.57%	增持
1913	Riverstone Advisors New Braunfels, Texas	US$3257萬	+US$44萬	2	18.1%	增持
1914	Princeton Portfolio Strategies Group Princeton, New Jersey	US$3255萬	-US$12.4萬	6	6.43%	減碼
1915	Knuff & Co Foster City, California	US$3253萬	+US$145萬	11	13.4%	增持
1916	Cooper Financial Group Irvine, California	US$3246萬	+US$674萬	9	6.62%	增持
1917	GA GFS Advisors Houston, Texas	US$3244萬	+US$233萬	6	8.52%	增持
1918	Perennial Investment Advisors Los Angeles, California	US$3242萬	+US$51.1萬	9	13.88%	增持
1919	Balasa Dinverno & Foltz	US$3239萬	+US$252萬	7	2.69%	增持
1920	Avestar Capital New York	US$3235萬	+US$14.9萬	11	8.98%	增持
1921	Circle Wealth Management Summit, New Jersey	US$3235萬	+US$211萬	6	4.63%	增持
1922	SFMG Wealth Advisors Plano, Texas	US$3234萬	+US$437萬	7	4.1%	增持
1923	AAM Autus Asset Management Scottsdale, Arizona	US$3220萬	-US$290萬	5	4.15%	減碼
1924	Berkshire Bank Pittsfield, Massachusetts	US$3215萬	-US$75.5萬	6	8.01%	減碼
1925	First Interstate Bank Billings, Montana	US$3210萬	-US$61.3萬	4	4.28%	減碼