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
676	Ninety One North America New York	US$2.06億	-US$5447萬	2	9.14%	減碼
677	Hitchwood Capital Management New York	US$2.06億	-US$1884萬	3	40.9%	減碼
678	LMR Partners London, United Kingdom	US$2.05億	+US$1.31億	13	3.45%	增持
679	Squarepoint New York	US$2.05億	-US$1.7億	21	1.14%	減碼
680	Simplex Trading Chicago, Illinois	US$2.04億	+US$1.72億	19	0.22%	增持
681	Penserra Capital Management Orinda, California	US$2.03億	-US$1853萬	22	5.53%	減碼
682	BFM Blacksheep Fund Management Co. Dublin, Ireland	US$2.01億	+US$7258萬	2	33.22%	增持
683	TenCore Partners New York	US$2.01億	-US$867萬	3	44.15%	減碼
684	Stratos Wealth Partners Beachwood, Ohio	US$2億	+US$764萬	11	5.05%	增持
685	Raymond James Trust St. Petersburg, Florida	US$2億	+US$464萬	10	7.16%	增持
686	Weitz Investment Management Omaha, Nebraska	US$2億	+US$707萬	4	10.44%	增持
687	Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	US$1.99億	-US$850萬	3	30.26%	減碼
688	MassMutual Private Wealth & Trust Windsor, Connecticut	US$1.99億	+US$487萬	19	8.61%	增持
689	Tairen Capital Hong Kong	US$1.98億	+US$1.76億	3	45.42%	增持
690	Freestone Capital Holdings Seattle, Washington	US$1.98億	-US$1288萬	12	7.57%	減碼
691	Tidal Investments Milwaukee, Wisconsin	US$1.98億	-US$722萬	19	7.26%	減碼
692	TCTC Holdings Dallas, Texas	US$1.98億	+US$268萬	9	8.7%	增持
693	Pacer Advisors Malvern, Pennsylvania	US$1.97億	-US$1.52億	19	1.47%	減碼
694	Greenleaf Trust Kalamazoo, Michigan	US$1.97億	+US$1285萬	12	2.98%	增持
695	Klingenstein Fields & Co New York	US$1.97億	-US$90.9萬	6	10.22%	減碼
696	Old National Bancorp Evansville, Indiana	US$1.96億	+US$3812萬	9	6.62%	增持
697	WesBanco Bank Wheeling, West Virginia	US$1.95億	+US$449萬	12	8.61%	增持
698	Castleark Management Chicago, Illinois	US$1.95億	-US$813萬	6	10.42%	減碼
699	Carnegie Investment Counsel Pepper Pike, Ohio	US$1.94億	+US$133萬	8	8.78%	增持
700	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	US$1.94億	+US$170萬	12	4.4%	增持