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
2351	LT Legacy Trust Grand Rapids, Michigan	US$4098萬	+US$7.69萬	5	9.51%	增持
2352	Lakehouse Capital Sydney NSW, Australia	US$4094萬	US$0	3	27.6%	維持不變
2353	General Catalyst Group Management Cambridge, Massachusetts	US$4093萬	+US$3733萬	1	3.59%	新
2354	MAM Mystic Asset Management Warwick, Rhode Island	US$4089萬	+US$1337萬	9	10.96%	增持
2355	Brady Family Wealth Saint Louis, Missouri	US$4088萬	-US$75.2萬	5	12.54%	減碼
2356	Bearing Point Capital Bloomington, Minnesota	US$4087萬	+US$3907萬	5	8.52%	新
2357	HP Hound Partners New York	US$4084萬	-US$1997萬	2	15.68%	減碼
2358	Patriot Financial Group Insurance Agency Westborough, Massachusetts	US$4081萬	+US$108萬	7	5.47%	增持
2359	Callan Capital La Jolla, California	US$4075萬	-US$275萬	6	2.98%	減碼
2360	San Luis Wealth Advisors San Luis Obispo, California	US$4072萬	+US$694萬	6	7.71%	增持
2361	ECM EMC Capital Management Houston, Texas	US$4064萬	+US$450萬	6	22.82%	增持
2362	Union Heritage Capital Bloomfield Hills, Michigan	US$4054萬	US$0	4	14.98%	維持不變
2363	Mirabaud Asset Management London, United Kingdom	US$4048萬	-US$216萬	4	18.83%	減碼
2364	Beech Hill Advisors New York	US$4048萬	-US$74.4萬	6	15.15%	減碼
2365	L.J. Altfest & Co New York	US$4048萬	-US$346萬	6	5.16%	減碼
2366	Annandale Capital Dallas, Texas	US$4043萬	-US$25.8萬	5	6.41%	減碼
2367	World Equity Group Schaumburg, Illinois	US$4030萬	+US$1345萬	6	8.64%	增持
2368	Oak Harvest Investment Services Houston, Texas	US$4028萬	+US$753萬	8	5.61%	增持
2369	Oasis Management Company Grand Cayman, Cayman Islands	US$4027萬	+US$3492萬	2	8.5%	增持
2370	Regatta Capital Group El Segundo, California	US$4024萬	-US$27.4萬	7	7.8%	減碼
2371	Golden State Equity Partners South Coast Metro, California	US$4022萬	-US$386萬	6	7.69%	減碼
2372	Crystal Rock Capital Management Bannockburn, Illinois	US$4020萬	-US$101萬	5	24.66%	減碼
2373	Alpha Capital Management Austin, Texas	US$4013萬	-US$52.3萬	6	7.36%	減碼
2374	Oarsman Capital Milwaukee, Wisconsin	US$3997萬	-US$14萬	13	6.96%	減碼
2375	Polaris Capital Management Boston, Massachusetts	US$3997萬	-US$290萬	1	1.93%	減碼