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	Newport Trust Company Washington, District of Columbia	US$4081萬	-US$199萬	2	0.11%	減碼
1927	Avior Wealth Management Omaha, Nebraska	US$4080萬	+US$32.6萬	17	3.52%	增持
1928	Optas LLC Austin, Texas	US$4079萬	+US$3.26萬	5	13.34%	增持
1929	Hayek Kallen Investment Management Fairhope, Alabama	US$4076萬	+US$206萬	6	15.09%	增持
1930	Lakehouse Capital Sydney NSW, Australia	US$4074萬	+US$272萬	3	26.45%	增持
1931	Visionary Wealth Advisors O'fallon, Illinois	US$4068萬	+US$312萬	7	3.27%	增持
1932	Roberts, Glore & Co Deerfield, Illinois	US$4065萬	-US$179萬	7	11.71%	減碼
1933	HLC Hunt Lane Capital New York	US$4062萬	-US$142萬	4	25.2%	減碼
1934	NIC Northwest Investment Counselors Lake Oswego, Oregon	US$4061萬	-US$50.9萬	11	10.73%	減碼
1935	Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	US$4061萬	-US$101萬	5	3.96%	減碼
1936	CL CIM LLC Albany, New York	US$4060萬	-US$307萬	4	7.56%	減碼
1937	Institutional Venture Management XIII Menlo Park, California	US$4060萬	US$0	1	10.37%	維持不變
1938	Focus Partners Advisor Solutions Saint Louis, Missouri	US$4060萬	+US$3584萬	6	4.04%	增持
1939	Aspiriant LLC Los Angeles, California	US$4058萬	-US$484萬	8	2.23%	減碼
1940	KWMG King Wealth Management Group Naples, Florida	US$4053萬	-US$613萬	6	7.96%	減碼
1941	Cubic Asset Management Boston, Massachusetts	US$4053萬	-US$259萬	6	9.44%	減碼
1942	Eudaimonia Partners Winchester, Tennessee	US$4053萬	+US$3929萬	7	6.89%	新
1943	PDT Partners New York	US$4053萬	+US$251萬	15	3.49%	增持
1944	Octavia Wealth Advisors Cincinnati, Ohio	US$4051萬	-US$135萬	6	9%	減碼
1945	Chapman Investment Management San Anselmo, California	US$4044萬	+US$18.2萬	3	21.52%	增持
1946	Moore Capital Management New York	US$4041萬	-US$1.49億	5	1.03%	減碼
1947	Aperture Investors New York	US$4040萬	+US$1975萬	5	5.24%	增持
1948	Farley Capital New York	US$4040萬	+US$1073萬	4	38.01%	增持
1949	Bank of New Hampshire Laconia, New Hampshire	US$4039萬	-US$58.3萬	14	9.82%	減碼
1950	Jump Financial Chicago, Illinois	US$4037萬	-US$1084萬	17	1.72%	減碼