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
3126	HCM Hall Capital Management Barrington, Rhode Island	US$2894萬	-US$49.4萬	5	9.01%	減碼
3127	PWM Purus Wealth Management Newport Beach, California	US$2893萬	-US$26.4萬	5	7.96%	減碼
3128	IIL Income Insurance Ltd Singapore,	US$2893萬	+US$61.8萬	8	17.24%	增持
3129	Nishkama Capital LLC Dorado, Puerto Rico	US$2890萬	-US$2788萬	2	0.89%	減碼
3130	ASM AI-Squared Management Hong Kong	US$2884萬	+US$2299萬	3	15.38%	增持
3131	ORG Wealth Partners Dallas, Texas	US$2880萬	-US$49.3萬	14	4.32%	減碼
3132	PFG Putney Financial Group San Rafael, California	US$2879萬	-US$36.2萬	6	25.93%	減碼
3133	NRC New Republic Capital Charlotte, North Carolina	US$2876萬	+US$244萬	7	6.62%	增持
3134	YWM Yukon Wealth Management Overland Park, Kansas	US$2867萬	+US$2180萬	4	8.21%	增持
3135	SIC Sterling Investment Counsel Buffalo, New York	US$2865萬	+US$30.2萬	5	6.74%	增持
3136	Amarillo National Bank Amarillo, Texas	US$2863萬	+US$26.7萬	6	4.59%	增持
3137	Galaxy Digital New York	US$2861萬	+US$506萬	3	1.69%	增持
3138	PWAM Papamarkou Wellner Asset Management New York	US$2859萬	US$0	4	17.94%	維持不變
3139	GWM GSB Wealth Management Guilford, Connecticut	US$2859萬	+US$80.6萬	6	5.74%	增持
3140	LKIM Lawson Kroeker Investment Management Omaha, Nebraska	US$2856萬	-US$21.2萬	3	7.92%	減碼
3141	SCM Sitrin Capital Management Century City, California	US$2855萬	-US$263萬	5	12.65%	減碼
3142	S Storgate Dallas, Texas	US$2854萬	+US$2763萬	6	5.92%	增持
3143	1CP 11 Capital Partners Darien, Connecticut	US$2854萬	-US$1429萬	2	7.76%	減碼
3144	KIG Kennedy Investment Group West Depford, New Jersey	US$2851萬	+US$29.2萬	5	9.67%	增持
3145	NED Nancy E. Dempze	US$2846萬	-US$16.6萬	5	13.62%	減碼
3146	WSA Warm Springs Advisors Larkspur, California	US$2844萬	-US$416萬	5	19.67%	減碼
3147	PAM Paradigm Asset Management New York	US$2842萬	-US$158萬	9	6.07%	減碼
3148	AWP Accretive Wealth Partners Parsippany, New Jersey	US$2838萬	+US$128萬	5	6.9%	增持
3149	Certified Advisory Corp Altamonte Springs, Florida	US$2832萬	-US$18.9萬	6	2.28%	減碼
3150	Corsair Capital Management New York	US$2831萬	+US$146萬	4	3.54%	增持