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
751	LMCG Investments Boston, Massachusetts	US$2.09億	-US$465萬	8	13.52%	減碼
752	GMT Capital Atlanta, Georgia	US$2.09億	-US$1878萬	4	7.89%	減碼
753	Kestra Private Wealth Services Austin, Texas	US$2.07億	+US$2265萬	16	7.1%	增持
754	Chartwell Investment Partners Berywn, Pennsylvania	US$2.07億	+US$713萬	11	7.48%	增持
755	Letko, Brosseau & Associates Montreal, Quebec, Canada	US$2.06億	-US$2968萬	5	3.85%	減碼
756	Tybourne Capital Management Hong Kong	US$2.06億	-US$5648萬	3	22.28%	減碼
757	Clarius Group LLC Seattle, Washington	US$2.06億	-US$60萬	10	15.91%	減碼
758	Chesley Taft & Associates Chicago, Illinois	US$2.05億	-US$158萬	6	12.58%	減碼
759	Snowden Capital Advisors New York	US$2.05億	+US$419萬	14	7.34%	增持
760	Locust Wood Capital Advisers New York	US$2.05億	-US$516萬	3	9.51%	減碼
761	Capital International Los Angeles, California	US$2.05億	-US$720萬	5	11.46%	減碼
762	First Horizon Advisors Memphis, Tennessee	US$2.04億	+US$27.7萬	25	7.06%	增持
763	Alpha Cubed Investments Irvine, California	US$2.04億	+US$853萬	7	13.72%	增持
764	Contrarius Investment Management St. Helier, Jersey	US$2.03億	+US$1.83億	5	10.93%	增持
765	Obermeyer Wealth Partners Aspen, Colorado	US$2.03億	+US$1131萬	5	14.6%	增持
766	Park National Corp Newark, Ohio	US$2.03億	-US$445萬	6	8.84%	減碼
767	Avala Global New York	US$2.01億	+US$1.2億	3	23.94%	增持
768	GC Gobi Capital San Francisco, California	US$2億	-US$1951萬	1	12.97%	減碼
769	Dana Investment Advisors Waukesha, Wisconsin	US$2億	-US$174萬	10	9.84%	減碼
770	Summitry LLC Foster City, California	US$2億	-US$2437萬	5	12.6%	減碼
771	Davidson Investment Advisors Great Falls, Montana	US$1.99億	-US$737萬	5	12.56%	減碼
772	Central Trust Company Jefferson City, Missouri	US$1.99億	-US$70.9萬	19	5.54%	減碼
773	Veritable Wilmington, Delaware	US$1.99億	-US$799萬	14	3.07%	減碼
774	Integrated Wealth Concepts Waltham, Massachusetts	US$1.98億	+US$2063萬	19	3.4%	增持
775	MMBG Investment Advisors Miami, Florida	US$1.98億	-US$889萬	6	24.03%	減碼