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
2001	Cadence Bank Tupelo, Mississippi	US$1782萬	+US$22.9萬	5	1.68%	增持
2002	Oakcliff Capital Partners New York	US$1780萬	US$0	1	12.04%	維持不變
2003	Citizens & Northern Corp Wellsboro, Pennsylvania	US$1776萬	-US$23.8萬	5	9.69%	減碼
2004	HeadInvest LLC Portland, Maine	US$1774萬	+US$110萬	6	5.38%	增持
2005	Trustmark National Bank Trust Department Jackson, Mississippi	US$1772萬	-US$23.1萬	6	1.74%	減碼
2006	Darwin Wealth Management Tampa, Florida	US$1772萬	-US$5.46萬	6	5.24%	減碼
2007	Affinity Investment Advisors Newport Beach, California	US$1766萬	-US$182萬	3	5.54%	減碼
2008	Heartland Advisors Milwaukee, Wisconsin	US$1766萬	+US$557萬	3	1.35%	增持
2009	Aspiriant LLC Los Angeles, California	US$1762萬	-US$102萬	6	1.58%	減碼
2010	Cutler Investment Counsel Jacksonville, Oregon	US$1759萬	+US$75.3萬	3	3.39%	增持
2011	WA WealthTrust Axiom Wayne, Pennsylvania	US$1752萬	-US$3.16萬	7	6.19%	減碼
2012	Beck Capital Management Austin, Texas	US$1750萬	-US$90.9萬	4	9.51%	減碼
2013	Welch Capital Partners Harrison, New York	US$1745萬	+US$31.3萬	4	5.81%	增持
2014	L.J. Altfest & Co New York	US$1740萬	+US$44.2萬	8	4.49%	增持
2015	Liberty Capital Management Birmingham, Michigan	US$1738萬	-US$49.8萬	5	7.66%	減碼
2016	Islet Management New York	US$1738萬	-US$1111萬	1	2.17%	減碼
2017	Old Second National Bank of Aurora Aurora, Illinois	US$1737萬	-US$86.4萬	8	5.82%	減碼
2018	KC KCL Capital New York	US$1736萬	+US$500萬	1	2.7%	增持
2019	MayTech Global Investments New York	US$1735萬	-US$2057萬	4	8.56%	減碼
2020	Camden National Bank Camden, Maine	US$1735萬	-US$5.66萬	4	3.77%	減碼
2021	Carlson Capital Dallas, Texas	US$1731萬	-US$4754萬	1	0.31%	減碼
2022	Credential Qtrade Securities Vancouver,	US$1726萬	+US$78.3萬	8	2.67%	增持
2023	WealthPLAN Partners Omaha, Nebraska	US$1726萬	+US$39.5萬	4	2.36%	增持
2024	MA Menlo Advisors Menlo Park, California	US$1724萬	-US$7,834	3	12.06%	減碼
2025	Investure LLC Charlottesville, Virginia	US$1722萬	+US$2.75萬	1	5.66%	增持