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
851	Ethic Inc New York	US$1.81億	+US$918萬	18	12.46%	增持
852	SFG Sather Financial Group Victoria, Texas	US$1.8億	+US$664萬	4	15.59%	增持
853	Eagle Global Advisors Houston, Texas	US$1.8億	-US$762萬	5	11.13%	減碼
854	SAI Systematic Alpha Investments Princeton, New Jersey	US$1.79億	US$0	7	8.75%	維持不變
855	Alta Capital Management Salt Lake City, Utah	US$1.79億	-US$377萬	5	10.49%	減碼
856	Jasper Ridge Partners Menlo Park, California	US$1.79億	+US$1411萬	10	8.81%	增持
857	NewEdge Advisors New Orleans, Louisiana	US$1.78億	-US$1.71億	9	2.86%	減碼
858	Parallel Advisors San Francisco, California	US$1.78億	-US$440萬	32	7.07%	減碼
859	XN LP New York	US$1.78億	+US$1.32億	3	13.75%	增持
860	RIG Roosevelt Investment Group New York	US$1.78億	+US$343萬	5	10.62%	增持
861	Wilmington Savings Fund Society Wilmington, Delaware	US$1.77億	-US$661萬	7	6.9%	減碼
862	JCM JS Capital Management New York	US$1.77億	-US$8966萬	5	13.73%	減碼
863	Twin Tree Management Dallas, Texas	US$1.75億	+US$5177萬	14	0.28%	增持
864	Petrus Trust Company Dallas, Texas	US$1.75億	+US$457萬	4	22.41%	增持
865	Laird Norton Wetherby Wealth Management San Francisco, California	US$1.75億	+US$390萬	16	10.02%	增持
866	Timucuan Asset Management Jacksonville, Florida	US$1.75億	+US$145萬	2	6.78%	增持
867	AIA Group Hong Kong	US$1.74億	+US$3206萬	15	7.6%	增持
868	SteelPeak Wealth Woodland Hills, California	US$1.74億	+US$2077萬	10	9.84%	增持
869	Argent Trust Co Nashville, Tennessee	US$1.73億	+US$36.1萬	7	10.57%	增持
870	Baldwin Wealth Partners Marion, Massachusetts	US$1.73億	+US$419萬	16	18.37%	增持
871	Moody Lynn & Lieberson Boston, Massachusetts	US$1.73億	+US$375萬	7	12.67%	增持
872	Kingsview Wealth Management Grants Pass, Oregon	US$1.73億	-US$887萬	12	7.62%	減碼
873	Maple Capital Management Montpelier, Vermont	US$1.72億	+US$423萬	5	20.18%	增持
874	Reynders McVeigh Capital Management Boston, Massachusetts	US$1.71億	+US$41.5萬	7	10.46%	增持
875	Atika Capital Management New York	US$1.71億	+US$1703萬	6	14.41%	增持