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	WM Wishbone Management Chicago, Illinois	US$3865萬	US$0	1	5.33%	維持不變
1927	First Interstate Bank Billings, Montana	US$3862萬	+US$62萬	5	3.96%	增持
1928	Ashford Capital Management Wilmington, Delaware	US$3860萬	+US$113萬	6	3.51%	增持
1929	Chase Investment Counsel Charlottesville, Virginia	US$3859萬	-US$301萬	5	16.62%	減碼
1930	Berkshire Bank Pittsfield, Massachusetts	US$3858萬	-US$31.5萬	6	9.41%	減碼
1931	CCM CAAS Capital Management New York	US$3853萬	-US$5165萬	8	0.77%	減碼
1932	Emerson Point Capital Larchmont, New York	US$3850萬	-US$890萬	2	5.78%	減碼
1933	WoodTrust Financial Wisconsin Rapids, Wisconsin	US$3844萬	+US$206萬	5	9.03%	增持
1934	McIlrath & Eck Arlington, Washington	US$3842萬	-US$9.46萬	16	11.44%	減碼
1935	Riverstone Advisors New Braunfels, Texas	US$3837萬	+US$45.8萬	2	17.7%	增持
1936	Avior Wealth Management Omaha, Nebraska	US$3832萬	+US$61.8萬	15	3.16%	增持
1937	Octavia Wealth Advisors Cincinnati, Ohio	US$3831萬	-US$131萬	7	9.79%	減碼
1938	SlateStone Wealth Jupiter, Florida	US$3830萬	+US$113萬	9	8.77%	增持
1939	Roberts Wealth Advisors Palo Alto, California	US$3826萬	+US$3959萬	7	15.14%	新
1940	Aspiriant LLC Los Angeles, California	US$3824萬	-US$25.1萬	9	2.25%	減碼
1941	HCR Wealth Advisors Los Angeles, California	US$3822萬	-US$2.95萬	7	6.38%	減碼
1942	Wellington Shields & Co New York	US$3822萬	-US$65.3萬	8	13.33%	減碼
1943	Brian C. Broderick	US$3822萬	+US$9.34萬	4	10.2%	增持
1944	Firsthand Capital Management San Jose, California	US$3818萬	+US$327萬	4	11.4%	增持
1945	PM Capital Sydney, Australia	US$3814萬	-US$484萬	1	7.16%	減碼
1946	NIC Northwest Investment Counselors Lake Oswego, Oregon	US$3812萬	-US$19.7萬	5	10.65%	減碼
1947	Corda Investment Management Houston, Texas	US$3807萬	-US$19.8萬	4	3.31%	減碼
1948	Zuckerman Investment Group Chicago, Illinois	US$3807萬	-US$201萬	5	6.31%	減碼
1949	Bedell Frazier Investment Counselling Walnut Creek, California	US$3800萬	-US$294萬	6	10.44%	減碼
1950	Virtu Financial New York	US$3790萬	-US$2683萬	17	3.34%	減碼