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
776	Parallel Advisors San Francisco, California	US$1.45億	-US$103萬	23	9.43%	減碼
777	LMR Partners London, United Kingdom	US$1.44億	+US$1.22億	5	3.58%	增持
778	Jag Capital Management St Louis, Missouri	US$1.44億	-US$307萬	7	16.76%	減碼
779	Penserra Capital Management Orinda, California	US$1.43億	+US$3037萬	22	7.39%	增持
780	Bailard Foster City, California	US$1.43億	-US$388萬	10	8%	減碼
781	Park National Corp Newark, Ohio	US$1.43億	+US$565萬	6	7.99%	增持
782	Select Equity Group New York	US$1.42億	-US$2.33億	3	0.82%	減碼
783	Matrix Capital Management Company Portsmouth, New Hampshire	US$1.42億	-US$1.25億	1	2.21%	減碼
784	Obermeyer Wealth Partners Aspen, Colorado	US$1.42億	+US$35.6萬	5	12%	增持
785	Old National Bancorp Evansville, Indiana	US$1.42億	+US$406萬	10	7.24%	增持
786	First National Bank of Omaha Omaha, Nebraska	US$1.42億	+US$28萬	5	9.48%	增持
787	Evergreen Capital Management Bellevue, Washington	US$1.41億	+US$560萬	9	10.71%	增持
788	Oak Ridge Investments Chicago, Illinois	US$1.41億	-US$178萬	4	11.84%	減碼
789	Atria Investments Charlotte, North Carolina	US$1.41億	+US$5063萬	8	4.84%	增持
790	Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	US$1.4億	-US$1330萬	3	21.93%	減碼
791	First Allied Advisory Services San Diego, California	US$1.4億	-US$542萬	13	5.17%	減碼
792	Saturna Capital Bellingham, Washington	US$1.4億	-US$897萬	5	3.92%	減碼
793	Hantz Financial Services Southfield, Michigan	US$1.4億	+US$452萬	11	7.79%	增持
794	ExodusPoint Capital Management New York	US$1.38億	+US$6894萬	14	3.58%	增持
795	Senator Investment Group New York	US$1.38億	-US$2.74億	1	4.77%	減碼
796	Advisor Partners Walnut Creek, California	US$1.37億	+US$678萬	11	12.79%	增持
797	Sigma Planning Corp Ann Arbor, Michigan	US$1.37億	+US$1429萬	14	6%	增持
798	Columbus Circle Investors	US$1.36億	+US$1293萬	7	5.48%	增持
799	MI Markston International White Plains, New York	US$1.36億	-US$474萬	6	16.07%	減碼
800	Meiji Yasuda Asset Management Tokyo, Japan	US$1.36億	+US$2954萬	11	12.93%	增持