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
926	Teewinot Capital Advisers New York	US$2.1億	+US$4136萬	4	20.73%	增持
927	Empowered Funds Havertown, Pennsylvania	US$2.1億	+US$1179萬	18	3.63%	增持
928	First Horizon Advisors Memphis, Tennessee	US$2.09億	+US$170萬	22	6.36%	增持
929	Insight Holdings Group New York	US$2.08億	+US$785萬	4	7.22%	增持
930	Cary Street Partners Investment Advisory Richmond, Virginia	US$2.08億	+US$588萬	10	8.42%	增持
931	Thomasville National Bank Thomasville, Georgia	US$2.08億	+US$71.2萬	6	16.64%	增持
932	SignatureFD Atlanta, Georgia	US$2.07億	+US$1359萬	26	4.21%	增持
933	Great Valley Advisor Group Wilmington, Delaware	US$2.07億	+US$60.4萬	8	5.8%	增持
934	Causeway Capital Management Los Angeles, California	US$2.07億	-US$5507萬	4	5.64%	減碼
935	Windward Capital Management Los Angeles, California	US$2.05億	-US$540萬	5	17.26%	減碼
936	Twin Tree Management Dallas, Texas	US$2.05億	+US$1469萬	9	0.46%	增持
937	Prospera Financial Services Dallas, Texas	US$2.04億	+US$2284萬	13	5.68%	增持
938	ACR Alpine Capital Research St. Louis, Missouri	US$2.04億	-US$242萬	1	6.3%	減碼
939	Signature Estate & Investment Advisors Los Angeles, California	US$2.04億	+US$1451萬	8	5.1%	增持
940	Lockheed Martin Investment Management Bethesda, Maryland	US$2.04億	+US$5337萬	5	11.79%	增持
941	Ironvine Capital Partners Omaha, Nebraska	US$2.04億	-US$370萬	4	22.29%	減碼
942	Sigma Planning Corp Ann Arbor, Michigan	US$2.03億	-US$989萬	12	6.43%	減碼
943	Standard Investments New York	US$2.03億	-US$1.23億	1	11.35%	減碼
944	Oslo Pensjonsforsikring Oslo,	US$2.02億	+US$480萬	9	26.57%	增持
945	First American Bank Dundee, Illinois	US$2.02億	+US$69.9萬	5	15.09%	增持
946	Academy Capital Management Waco, Texas	US$2.01億	-US$43.4萬	5	36.31%	減碼
947	Mane Global Capital Management New York	US$2.01億	+US$6967萬	3	13.73%	增持
948	Natixis Investment Managers International Paris, France	US$2.01億	-US$3396萬	7	14.96%	減碼
949	Westpac Banking Corp Sydney, Australia	US$1.99億	-US$3868萬	13	15.8%	減碼
950	Criteria Caixa Barcelona, Spain	US$1.98億	-US$5723萬	3	26.24%	減碼