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	Ritholtz Wealth Management New York	US$2.45億	+US$1174萬	15	4.25%	增持
927	Check Capital Management Costa Mesa, California	US$2.44億	+US$4002萬	3	7.1%	增持
928	Norris Perne & French Grand Rapids, Michigan	US$2.43億	+US$3467萬	6	11.86%	增持
929	Intermede Investment Partners London, United Kingdom	US$2.43億	-US$1414萬	2	11.26%	減碼
930	Mizuho Markets Cayman Grand Cayman, Cayman Islands	US$2.43億	-US$2218萬	6	13.05%	減碼
931	Nichols & Pratt Advisers Boston, Massachusetts	US$2.42億	-US$272萬	5	15.61%	減碼
932	Lavaca Capital Houston, Texas	US$2.4億	+US$3688萬	10	42.54%	增持
933	LLL Lynrock Lake LP Rye Brook, New York	US$2.4億	-US$801萬	2	16.4%	減碼
934	Baader Bank Aktiengesellschaft Unterschleissheim, Germany	US$2.4億	-US$1444萬	12	18.72%	減碼
935	Avestar Capital New York	US$2.4億	+US$683萬	13	15.39%	增持
936	Aureus Asset Management Boston, Massachusetts	US$2.39億	-US$1404萬	6	15.93%	減碼
937	Baldwin Wealth Partners Marion, Massachusetts	US$2.39億	-US$3316萬	6	17.34%	減碼
938	Neville Rodie & Shaw New York	US$2.38億	+US$209萬	7	17.29%	增持
939	MA Mutual Advisors Omaha, Nebraska	US$2.36億	+US$577萬	14	5.07%	增持
940	Park National Corp Newark, Ohio	US$2.36億	+US$777萬	6	7.18%	增持
941	MKP Capital Management New York	US$2.35億	+US$1.54億	4	7.73%	增持
942	Mill Capital Management Concord, North Carolina	US$2.35億	-US$369萬	6	17.87%	減碼
943	SouthState Corp Winter Haven, Florida	US$2.34億	-US$15.1萬	18	10.91%	減碼
944	Accel Leaders 3 Associates Palo Alto, California	US$2.34億	US$0	1	100%	維持不變
945	PCM Palestra Capital Management New York	US$2.33億	-US$8127萬	3	9.1%	減碼
946	Corvex Management New York	US$2.33億	-US$1.18億	2	9.25%	減碼
947	First National Trust Hermitage, Pennsylvania	US$2.32億	-US$694萬	7	7.91%	減碼
948	Causeway Capital Management Los Angeles, California	US$2.31億	-US$3052萬	3	2.84%	減碼
949	Kinetic Partners Management Miami, Florida	US$2.31億	-US$1.48億	6	12.93%	減碼
950	MUFG Securities Americas New York	US$2.31億	+US$711萬	9	14.87%	增持