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
1926	FVCM F&V Capital Management Boca Raton, Florida	US$542萬	+US$405萬	3	3.69%	增持
1927	RBO & Co Saint Helena, California	US$541萬	+US$19萬	3	1.78%	增持
1928	Sheets Smith Wealth Management Winston-Salem, North Carolina	US$541萬	+US$10.5萬	4	1.41%	增持
1929	TCP TAMRO Capital Partners Alexandria, Virginia	US$541萬	+US$26.6萬	2	0.36%	增持
1930	Gibraltar Capital Management Tulsa, Oklahoma	US$540萬	+US$545萬	1	4.84%	新
1931	Holderness Investments Company Greensboro, North Carolina	US$538萬	+US$536萬	3	5.5%	新
1932	WBH Advisory Baltimore, Maryland	US$537萬	-US$9.3萬	5	2.02%	減碼
1933	NG Northstar Group New York	US$534萬	+US$537萬	4	4.18%	新
1934	Leisure Capital Management Costa Mesa, California	US$534萬	+US$527萬	4	5.14%	新
1935	DF Dent & Co Baltimore, Maryland	US$534萬	+US$2.02萬	4	0.13%	增持
1936	Franklin, Parlapiano, Turner & Welch Houston, Texas	US$533萬	+US$24.1萬	2	3.56%	增持
1937	Kelleher Financial Advisors New York	US$533萬	-US$7.04萬	3	2.86%	減碼
1938	Lloyds Banking Group London, United Kingdom	US$532萬	-US$1924萬	2	10.26%	減碼
1939	JRM Investment Counsel Omaha, Nebraska	US$532萬	+US$540萬	2	4.8%	新
1940	Apex Capital Orinda, California	US$531萬	+US$538萬	1	0.37%	新
1941	CM Cascabel Management New York	US$531萬	US$0	1	9.8%	維持不變
1942	Harbour Investment Management Edmonds, Washington	US$531萬	-US$20.1萬	1	3.34%	減碼
1943	Lombard Odier Asset Management (USA) New York	US$531萬	-US$451萬	1	0.36%	減碼
1944	Rench Wealth Management Denton, Texas	US$529萬	-US$11.3萬	2	4.45%	減碼
1945	First Citizens Bancorporation Columbia, South Carolina	US$528萬	+US$29.4萬	2	3.55%	增持
1946	LI Longer Investments Fayetteville, Arkansas	US$528萬	+US$244萬	2	3.91%	增持
1947	Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	US$528萬	+US$128萬	3	1.31%	增持
1948	Lipe & Dalton Syracuse, New York	US$526萬	-US$3.66萬	3	3.52%	減碼
1949	Keystone Financial Planning Cleveland, Ohio	US$526萬	-US$2.56萬	1	3.88%	減碼
1950	Bellecapital Zurich, Switzerland	US$524萬	-US$110萬	5	7.13%	減碼