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
726	Mission Wealth Management Santa Barbara, California	US$2.8億	+US$2891萬	13	6.78%	增持
727	Meiji Yasuda Asset Management Tokyo, Japan	US$2.8億	-US$55.4萬	13	10.66%	減碼
728	Corvex Management New York	US$2.78億	+US$2181萬	3	10.79%	增持
729	Tudor Investment Corp Stamford, Connecticut	US$2.77億	+US$5088萬	10	1.01%	增持
730	Meritage Group San Francisco, California	US$2.77億	-US$3043萬	1	6.47%	減碼
731	KCM Investment Advisors Greenbrae, California	US$2.77億	-US$73.6萬	6	9.37%	減碼
732	Cincinnati Financial Corp Fairfield, Ohio	US$2.76億	-US$1.17億	1	5.96%	減碼
733	Delta Global Management New York	US$2.76億	-US$1.08億	6	18.52%	減碼
734	J.L. Bainbridge & Co Sarasota, Florida	US$2.75億	+US$57.6萬	6	26.43%	增持
735	Argent Trust Co Nashville, Tennessee	US$2.75億	-US$272萬	8	11.39%	減碼
736	Exchange Traded Concepts Oklahoma City, Oklahoma	US$2.75億	+US$4633萬	18	6.42%	增持
737	Parallel Advisors San Francisco, California	US$2.73億	+US$785萬	30	6.42%	增持
738	Davidson Investment Advisors Great Falls, Montana	US$2.72億	+US$381萬	5	13.12%	增持
739	Vident Advisory Alpharetta, Georgia	US$2.71億	+US$5793萬	23	6.83%	增持
740	Mar Vista Investment Partners Los Angeles, California	US$2.71億	-US$1.08億	5	17.29%	減碼
741	Benjamin Edwards Inc Clayton, Missouri	US$2.71億	+US$2.27億	13	3.94%	增持
742	AIA Group Hong Kong	US$2.7億	+US$2185萬	8	6.98%	增持
743	Integrated Wealth Concepts Waltham, Massachusetts	US$2.7億	+US$344萬	15	3.29%	增持
744	ZWJ Investment Counsel Atlanta, Georgia	US$2.7億	-US$201萬	7	11.03%	減碼
745	Franklin Street Advisors Chapel Hill, North Carolina	US$2.7億	-US$47.9萬	6	18.19%	減碼
746	Covea Finance Paris, France	US$2.7億	-US$938萬	3	11.82%	減碼
747	Old Mission Capital Chicago, Illinois	US$2.69億	+US$2.07億	5	3.87%	增持
748	OneDigital Investment Advisors Overland Park, Kansas	US$2.69億	+US$790萬	13	3.07%	增持
749	Caledonia Investments plc (UK) London England, United Kingdom	US$2.68億	-US$507萬	3	29.37%	減碼
750	Washington Trust Westerly, Rhode Island	US$2.68億	-US$372萬	12	9.38%	減碼