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
951	Empire Life Investments Toronto, Ontario, Canada	US$2.78億	-US$878萬	4	15.64%	減碼
952	Mill Capital Management Concord, North Carolina	US$2.78億	-US$589萬	6	20.03%	減碼
953	Windward Capital Management Los Angeles, California	US$2.77億	-US$955萬	5	21.98%	減碼
954	Mizuho Markets Americas New York	US$2.77億	-US$6596萬	8	5.36%	減碼
955	EARNEST Partners Atlanta, Georgia	US$2.77億	+US$7043萬	7	1.19%	增持
956	J.W. Cole Advisors Tampa, Florida	US$2.77億	-US$2638萬	16	6.72%	減碼
957	Bain Capital Investors Boston, Massachusetts	US$2.77億	US$0	1	5.99%	維持不變
958	Mariner Investment Group Harrison, New York	US$2.76億	+US$2.73億	3	16.13%	增持
959	Polar Asset Management Partners Toronto, Ontario, Canada	US$2.76億	+US$2.17億	9	3.5%	增持
960	Manchester Global Management London, United Kingdom	US$2.75億	-US$7546萬	6	37.05%	減碼
961	Ritholtz Wealth Management New York	US$2.75億	+US$700萬	14	5.01%	增持
962	MA Mutual Advisors Omaha, Nebraska	US$2.74億	+US$572萬	14	5.87%	增持
963	GuardCap Asset Management London, United Kingdom	US$2.71億	-US$5653萬	2	7.25%	減碼
964	Heritage Wealth Advisors Richmond, Virginia	US$2.71億	+US$1215萬	11	10.35%	增持
965	Securian Asset Management St Paul, Minnesota	US$2.71億	-US$2.12億	13	10.27%	減碼
966	Park National Corp Newark, Ohio	US$2.7億	-US$886萬	6	8.43%	減碼
967	Jump Financial Chicago, Illinois	US$2.7億	-US$7696萬	17	3.32%	減碼
968	Ninety One North America New York	US$2.7億	+US$1859萬	3	10.94%	增持
969	Westpac Banking Corp Sydney, Australia	US$2.7億	-US$1408萬	10	17.03%	減碼
970	CWA Asset Management Group Naples, Florida	US$2.68億	-US$484萬	8	9.66%	減碼
971	Insight Holdings Group New York	US$2.67億	+US$1587萬	4	19.99%	增持
972	Logan Capital Management Newtown Square, Pennsylvania	US$2.67億	-US$491萬	6	11.25%	減碼
973	Sumitomo Life Insurance Tokyo, Japan	US$2.67億	+US$2313萬	8	7.32%	增持
974	Atomi Financial Group New York	US$2.67億	+US$4100萬	15	7.82%	增持
975	Landesbank Baden-Wuerttemberg Stuttgart Baden-Wuerttemberg, Germany	US$2.66億	+US$2.93億	1	48.83%	新