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	Central Trust Company Jefferson City, Missouri	US$2.51億	-US$581萬	18	5.89%	減碼
777	Brookfield Corp Toronto, Ontario, Canada	US$2.51億	-US$2995萬	1	1.42%	減碼
778	SFG Sather Financial Group Victoria, Texas	US$2.51億	-US$179萬	4	16.12%	減碼
779	Obermeyer Wealth Partners Aspen, Colorado	US$2.49億	-US$642萬	6	13.31%	減碼
780	Private Wealth Partners Mill Valley, California	US$2.48億	-US$5163萬	7	19.78%	減碼
781	Wedbush Securities Los Angeles, California	US$2.48億	-US$2088萬	10	9.19%	減碼
782	UBS O'Connor Chicago, Illinois	US$2.47億	+US$6818萬	6	6.1%	增持
783	Capital International Los Angeles, California	US$2.47億	-US$383萬	5	10.65%	減碼
784	Fiduciary Management Inc Milwaukee, Wisconsin	US$2.47億	-US$1.09億	1	2.16%	減碼
785	Trust Company of Vermont Brattleboro, Vermont	US$2.46億	+US$463萬	15	12.35%	增持
786	Bowen Hanes & Co Ponte Vedra Beach, Florida	US$2.46億	-US$526萬	7	6.46%	減碼
787	Maple Capital Management Montpelier, Vermont	US$2.46億	+US$775萬	6	18.74%	增持
788	Select Equity Group New York	US$2.46億	-US$4146萬	3	0.88%	減碼
789	Logan Capital Management Newtown Square, Pennsylvania	US$2.45億	-US$262萬	8	10.12%	減碼
790	Snowden Capital Advisors New York	US$2.45億	-US$1555萬	15	7.31%	減碼
791	Summitry LLC Foster City, California	US$2.45億	+US$1166萬	6	11.72%	增持
792	Caprock Group Boise, Idaho	US$2.45億	+US$5551萬	12	8.93%	增持
793	Baupost Group Boston, Massachusetts	US$2.45億	+US$6702萬	1	6.97%	增持
794	Apollon Wealth Management Mount Pleasant, South Carolina	US$2.45億	+US$706萬	12	6.93%	增持
795	LMCG Investments Boston, Massachusetts	US$2.45億	-US$615萬	7	14.7%	減碼
796	Osterweis Capital Management San Francisco, California	US$2.44億	-US$1022萬	6	12.38%	減碼
797	OHIF Oriental Harbor Investment Fund Hong Kong	US$2.44億	+US$2.36億	3	25.22%	新
798	Calamos Wealth Management Naperville, Illinois	US$2.44億	+US$1930萬	8	12.51%	增持
799	Avala Global New York	US$2.43億	+US$3839萬	3	16.03%	增持
800	Vestor Capital Chicago, Illinois	US$2.43億	-US$1079萬	6	19.13%	減碼