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
826	Strategy Capital Los Altos, California	US$1.47億	+US$5795萬	2	25.64%	增持
827	SFG Sather Financial Group Victoria, Texas	US$1.47億	+US$219萬	4	15.22%	增持
828	SteelPeak Wealth Woodland Hills, California	US$1.47億	+US$1709萬	11	10.54%	增持
829	General American Investors New York	US$1.47億	US$0	3	14.72%	維持不變
830	First National Bank of Omaha Omaha, Nebraska	US$1.46億	-US$697萬	5	8.89%	減碼
831	NFJ Investment Group Dallas, Texas	US$1.46億	-US$202萬	7	3.5%	減碼
832	Maple Capital Management Montpelier, Vermont	US$1.46億	+US$894萬	5	19.24%	增持
833	Exencial Wealth Advisors Oklahoma City, Oklahoma	US$1.45億	-US$40.2萬	8	8.2%	減碼
834	Soma Equity Partners San Francisco, California	US$1.45億	+US$1917萬	2	7.65%	增持
835	Equitable Trust Nashville, Tennessee	US$1.45億	+US$1974萬	6	10.77%	增持
836	NZS Capital Denver, Colorado	US$1.44億	-US$579萬	5	15.41%	減碼
837	Renaissance Group Covington, Kentucky	US$1.44億	+US$2289萬	8	7.43%	增持
838	Parker Investment Management Menlo Park, California	US$1.44億	-US$892萬	4	33.26%	減碼
839	CPWM LLC Seattle, Washington	US$1.44億	-US$3724萬	9	12.81%	減碼
840	Two Creeks Capital Management New York	US$1.43億	+US$3470萬	2	9.86%	增持
841	Fort Pitt Capital Group Pittsburgh, Pennsylvania	US$1.43億	+US$4400萬	6	6.22%	增持
842	NewEdge Wealth Pittsburgh, Pennsylvania	US$1.43億	+US$1876萬	9	6.5%	增持
843	ARGA Investment Management Stamford, Connecticut	US$1.43億	+US$3306萬	1	7.85%	增持
844	Kintegral Advisory New York	US$1.42億	+US$321萬	7	18.48%	增持
845	Scout Investments Kansas City, Missouri	US$1.42億	-US$5355萬	3	2.81%	減碼
846	SAI Systematic Alpha Investments Princeton, New Jersey	US$1.42億	+US$236萬	7	8.04%	增持
847	Anomaly Capital Management New York	US$1.42億	-US$1.11億	1	7.16%	減碼
848	Argent Trust Co Nashville, Tennessee	US$1.42億	+US$244萬	8	9.74%	增持
849	Buckingham Strategic Wealth Clayton, Missouri	US$1.42億	+US$189萬	9	2.8%	增持
850	GAMCO Investors Greenwich, Connecticut	US$1.42億	-US$310萬	14	1.55%	減碼