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
626	RegentAtlantic Capital Morristown, New Jersey	US$3億	+US$859萬	12	8.47%	增持
627	Cannell & Spears New York	US$2.99億	-US$349萬	8	22.21%	減碼
628	Mizuho Securities Tokyo, Japan	US$2.99億	+US$9098萬	10	64.98%	增持
629	Cambridge Trust Cambridge, Massachusetts	US$2.97億	-US$1038萬	18	10.41%	減碼
630	Northeast Investment Management Boston, Massachusetts	US$2.97億	-US$94萬	7	15.65%	減碼
631	Candlestick Capital Management Greenwich, Connecticut	US$2.96億	+US$4432萬	4	7.55%	增持
632	Avalon Investment & Advisory Houston, Texas	US$2.96億	+US$4881萬	9	7.15%	增持
633	Atria Investments Charlotte, North Carolina	US$2.96億	+US$768萬	10	5.18%	增持
634	Clifford Swan Investment Counsel Pasadena, California	US$2.94億	-US$155萬	13	10.9%	減碼
635	Southpoint Capital Advisors New York	US$2.93億	+US$1.24億	1	5.69%	增持
636	CA Cornerstone Advisors Asheville, North Carolina	US$2.93億	+US$309萬	4	17.26%	增持
637	CK Cohen Klingenstein New York	US$2.93億	+US$629萬	9	12.16%	增持
638	Atria Wealth Solutions New York	US$2.92億	+US$2.83億	17	4.86%	新
639	Hantz Financial Services Southfield, Michigan	US$2.92億	+US$502萬	19	8.6%	增持
640	Crawford Investment Counsel Atlanta, Georgia	US$2.91億	+US$432萬	6	5.64%	增持
641	Gates Foundation Trust Kirkland, Washington	US$2.91億	-US$4.23億	1	1.47%	減碼
642	Saturna Capital Bellingham, Washington	US$2.91億	-US$83.9萬	5	5.87%	減碼
643	Bailard Foster City, California	US$2.91億	-US$157萬	11	9.77%	減碼
644	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	US$2.9億	+US$225萬	6	14.64%	增持
645	Schonfeld Strategic Advisors New York	US$2.89億	-US$4019萬	22	2.6%	減碼
646	Advisors Capital Management Ridgewood, New Jersey	US$2.89億	+US$4177萬	6	7.89%	增持
647	O'Shaughnessy Asset Management Stamford, Connecticut	US$2.88億	+US$3173萬	15	4.79%	增持
648	Meyer Handelman Company Rye Brook, New York	US$2.88億	-US$12.2萬	7	11.03%	減碼
649	Laurion Capital Management New York	US$2.86億	-US$3.49億	12	3.5%	減碼
650	GC Gobi Capital San Francisco, California	US$2.86億	-US$7989萬	1	17.08%	減碼