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
2126	NG Northstar Group New York	US$1099萬	-US$98.1萬	6	5.79%	減碼
2127	MHR Fund Management New York	US$1099萬	US$0	1	0.49%	維持不變
2128	YMRC Yorktown Management & Research Company Forest, Virginia	US$1099萬	+US$691萬	8	3.17%	增持
2129	LPIC LeJeune Puetz Investment Counsel Traverse City, Michigan	US$1098萬	-US$35.1萬	7	6.72%	減碼
2130	SPC Salient Private Client Houston, Texas	US$1098萬	+US$1077萬	3	2.25%	新
2131	LBC Lawrence B. Cohen	US$1096萬	-US$11.9萬	3	6.95%	減碼
2132	Mengis Capital Management Portland, Oregon	US$1095萬	+US$54.3萬	4	6.63%	增持
2133	BCM Bluefin Capital Management New York	US$1095萬	-US$287萬	6	0.66%	減碼
2134	VDBMI Van Den Berg Management I Austin, Texas	US$1090萬	-US$160萬	1	1.23%	減碼
2135	CBN Cadence Bank NA Houston, Texas	US$1089萬	-US$31.7萬	6	3.98%	減碼
2136	Apriem Advisors Irvine, California	US$1089萬	-US$77.9萬	4	2.7%	減碼
2137	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	US$1085萬	-US$14.3萬	3	5.84%	減碼
2138	TOPU Trustees of Princeton University Princeton, New Jersey	US$1085萬	+US$1140萬	1	9.98%	新
2139	Gibraltar Capital Management Tulsa, Oklahoma	US$1083萬	-US$7.19萬	2	8.6%	減碼
2140	IA Icon Advisers Greenwood Village, Colorado	US$1081萬	+US$24.3萬	4	0.75%	增持
2141	RCA Rex Capital Advisors Providence, Rhode Island	US$1080萬	-US$4,667	1	9.47%	減碼
2142	SAM Security Asset Management New York	US$1078萬	-US$14萬	5	8.14%	減碼
2143	HI Harrington Investments Napa, California	US$1077萬	+US$120萬	5	8.97%	增持
2144	WAOTB Wealth Advisors of Tampa Bay Tampa, Florida	US$1077萬	+US$1002萬	4	7.38%	新
2145	GCM Garland Capital Management Bellevue, Washington	US$1076萬	-US$116萬	2	7.06%	減碼
2146	Perennial Advisors New York	US$1075萬	-US$9.44萬	5	6.68%	減碼
2147	GP Geneva Partners Lake Geneva, Wisconsin	US$1069萬	-US$53.6萬	3	7.99%	減碼
2148	Segment Wealth Management Houston, Texas	US$1069萬	+US$83.7萬	5	2.58%	增持
2149	SRFM Shannon River Fund Management New York	US$1065萬	+US$907萬	1	2.56%	新
2150	T TOBAM Paris, France	US$1064萬	-US$2805萬	3	0.46%	減碼