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
901	Aviso Financial Toronto, Ontario, Canada	US$3.03億	+US$4209萬	9	11.52%	增持
902	Annex Advisory Services Brookfield, Wisconsin	US$3.02億	+US$3942萬	7	5.77%	增持
903	Private Wealth Partners Mill Valley, California	US$3.02億	-US$1238萬	7	21.4%	減碼
904	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	US$3.01億	-US$272萬	5	17.18%	減碼
905	Ameritas Investment Partners Lincoln, Nebraska	US$3億	-US$1268萬	27	9.12%	減碼
906	Venture Visionary Partners Sylvania, Ohio	US$3億	+US$990萬	10	9.77%	增持
907	Principal Securities Des Moines, Iowa	US$3億	+US$751萬	16	4.62%	增持
908	Moore Capital Management New York	US$2.98億	-US$5008萬	9	4.29%	減碼
909	First National Bank of Omaha Omaha, Nebraska	US$2.97億	+US$1.28億	6	8.81%	增持
910	SignatureFD Atlanta, Georgia	US$2.96億	+US$107萬	28	4.52%	增持
911	Smith Salley Wealth Management Greensboro, North Carolina	US$2.96億	+US$411萬	6	14.64%	增持
912	BCV Asset Management Winnipeg,	US$2.94億	+US$2.44億	3	7.45%	新
913	Aureus Asset Management Boston, Massachusetts	US$2.94億	-US$1674萬	7	18.75%	減碼
914	Moody Lynn & Lieberson Boston, Massachusetts	US$2.94億	-US$626萬	7	15.6%	減碼
915	Laurion Capital Management New York	US$2.94億	+US$2.52億	5	10.95%	增持
916	Armistice Capital New York	US$2.93億	+US$2776萬	6	3.49%	增持
917	Causeway Capital Management Los Angeles, California	US$2.93億	-US$1.27億	3	4.03%	減碼
918	Turiya Advisors Asia Hong Kong	US$2.93億	+US$8354萬	2	44.84%	增持
919	Cornerstone Investment Partners Atlanta, Georgia	US$2.93億	+US$2538萬	3	11.34%	增持
920	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	US$2.92億	-US$1396萬	13	20.1%	減碼
921	Cary Street Partners Richmond, Virginia	US$2.92億	+US$1050萬	10	7.23%	增持
922	LLL Lynrock Lake LP Rye Brook, New York	US$2.91億	-US$460萬	2	19.21%	減碼
923	HUB Investment Partners Austin, Texas	US$2.91億	+US$1.04億	17	7.54%	增持
924	DFO Duquesne Family Office New York	US$2.91億	+US$9282萬	2	6.47%	增持
925	Scharf Investments Los Gatos, California	US$2.91億	-US$5873萬	4	7.81%	減碼