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
501	Hardman Johnston Global Advisors Stamford, Connecticut	US$1.07億	-US$251萬	4	7.05%	減碼
502	Picton Mahoney Asset Management Toronto, Ontario, Canada	US$1.06億	+US$1761萬	3	6.19%	增持
503	Caledonia Investments (Australia) Sydney NSW, Australia	US$1.05億	+US$19.4萬	1	11.56%	增持
504	Columbia Partners Investment Management Alexandria, Virginia	US$1.05億	+US$372萬	6	4.49%	增持
505	Bradley Foster & Sargent Hartford, Connecticut	US$1.04億	+US$128萬	5	5.54%	增持
506	Birch Hill Investment Advisors Boston, Massachusetts	US$1.03億	-US$85.4萬	5	11.03%	減碼
507	WesBanco Bank Wheeling, West Virginia	US$1.03億	-US$433萬	6	5.86%	減碼
508	TCTC Holdings Dallas, Texas	US$1.02億	+US$196萬	4	5.84%	增持
509	Hoplite Capital Management New York	US$1.02億	-US$2243萬	1	2.88%	減碼
510	M&T Bank Buffalo, New York	US$1.02億	-US$462萬	8	4.28%	減碼
511	Klingenstein Fields & Co New York	US$1.02億	-US$169萬	5	3.64%	減碼
512	Walleye Trading New York	US$1.01億	+US$5980萬	9	0.97%	增持
513	Smith Group Asset Management Dallas, Texas	US$1.01億	-US$4028萬	7	3.82%	減碼
514	Turner Investments Berwyn, Pennsylvania	US$1億	-US$831萬	5	1.79%	減碼
515	Douglas C. Lane & Associates New York	US$9997萬	+US$86.1萬	5	3.32%	增持
516	Deere & Company Moline, Illinois	US$9991萬	+US$247萬	7	5.12%	增持
517	CCM Cadence Capital Management Boston, Massachusetts	US$9874萬	-US$2576萬	7	3.74%	減碼
518	Oppenheimer & Co New York	US$9841萬	+US$173萬	10	3.15%	增持
519	Securian Asset Management St Paul, Minnesota	US$9819萬	-US$20.4萬	8	3.71%	減碼
520	Truist Financial Charlotte, North Carolina	US$9783萬	-US$637萬	9	3.15%	減碼
521	JFB Holdings Corp Atlanta, Georgia	US$9783萬	-US$6705萬	1	3.56%	減碼
522	Hikari Tsushin Inc Tokyo, Japan	US$9694萬	-US$101萬	3	16.45%	減碼
523	Hudson Edge Investment Partners Jersey City, New Jersey	US$9549萬	-US$87.3萬	3	3.67%	減碼
524	McAdams Wright Ragen Seattle, Washington	US$9515萬	-US$190萬	6	6.29%	減碼
525	CAM Centre Asset Management New York	US$9508萬	+US$637萬	6	14.73%	增持