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
701	Modera Wealth Management Westwood, New Jersey	US$2.41億	-US$311萬	6	4.55%	減碼
702	Guinness Asset Management London, United Kingdom	US$2.41億	+US$893萬	4	5.55%	增持
703	Castle Hook Partners New York	US$2.41億	+US$1.92億	3	8.5%	增持
704	Stratos Wealth Partners Beachwood, Ohio	US$2.41億	+US$1901萬	14	5.18%	增持
705	TCTC Holdings Dallas, Texas	US$2.4億	-US$4.96萬	8	9.27%	減碼
706	Contrarius Investment Management St. Helier, Jersey	US$2.39億	+US$3258萬	5	13.43%	增持
707	Klingenstein Fields & Co New York	US$2.38億	+US$299萬	6	11.63%	增持
708	RWWM Inc Rocklin, California	US$2.38億	-US$872萬	3	31.85%	減碼
709	Brookfield Corp Toronto, Ontario, Canada	US$2.37億	-US$1.09億	1	1.48%	減碼
710	Locust Wood Capital Advisers New York	US$2.37億	+US$3389萬	3	10.08%	增持
711	Ninety One North America New York	US$2.36億	-US$3569萬	2	11.56%	減碼
712	Curi RMB Capital Chicago, Illinois	US$2.35億	-US$310萬	10	8.04%	減碼
713	Chicago Capital Chicago, Illinois	US$2.35億	+US$137萬	8	10.98%	增持
714	Stonehage Fleming Financial Services St. Helier, Jersey	US$2.34億	-US$3.59億	7	20.77%	減碼
715	GPCM Greenbrier Partners Capital Management Dallas, Texas	US$2.34億	US$0	4	26.4%	維持不變
716	Stephens Inc Little Rock, Arkansas	US$2.33億	-US$4164萬	11	4.47%	減碼
717	Nellore Capital Management Redwood City, California	US$2.33億	+US$1488萬	4	43.79%	增持
718	Senator Investment Group New York	US$2.32億	+US$1319萬	4	13.05%	增持
719	LLL Lynrock Lake LP Rye Brook, New York	US$2.32億	+US$446萬	2	9.98%	增持
720	Ziegler Capital Management Chicago, Illinois	US$2.32億	-US$602萬	6	9.26%	減碼
721	Two Sigma Securities New York	US$2.3億	+US$1.01億	19	2.44%	增持
722	Old National Bancorp Evansville, Indiana	US$2.3億	-US$206萬	8	6.65%	減碼
723	Taconic Capital Advisors New York	US$2.3億	+US$2755萬	3	9.89%	增持
724	Private Wealth Partners Mill Valley, California	US$2.29億	-US$244萬	6	21.91%	減碼
725	Tokio Marine Asset Management Tokyo, Japan	US$2.29億	-US$19.2萬	14	14.5%	減碼