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
1026	CreativeOne Wealth Overland Park, Kansas	US$1.99億	+US$1328萬	12	4.62%	增持
1027	Central Securities New York	US$1.99億	-US$628萬	3	16.41%	減碼
1028	Moneta Group Investment Advisors St Louis, Missouri	US$1.99億	+US$329萬	11	1.49%	增持
1029	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	US$1.98億	-US$594萬	11	6.32%	減碼
1030	Welch Group Birmingham, Alabama	US$1.98億	+US$482萬	6	7.43%	增持
1031	Dock Street Asset Management Palm Beach, Florida	US$1.98億	-US$1281萬	6	20.78%	減碼
1032	Univest Financial Souderton, Pennsylvania	US$1.98億	+US$440萬	6	11.09%	增持
1033	Homestead Advisers Arlington, Virginia	US$1.96億	-US$243萬	2	5.27%	減碼
1034	Insight Holdings Group New York	US$1.96億	-US$4097萬	4	13.75%	減碼
1035	Narwhal Capital Management Marietta, Georgia	US$1.96億	+US$390萬	5	14.43%	增持
1036	Meeder Advisory Services Dublin, Ohio	US$1.95億	+US$109萬	14	8.16%	增持
1037	WCG Wealth Advisors Las Vegas, Nevada	US$1.95億	+US$1107萬	8	5.45%	增持
1038	YHB Investment Advisors West Hartford, Connecticut	US$1.93億	-US$169萬	6	13.85%	減碼
1039	Waycross Partners Louisville, Kentucky	US$1.93億	+US$462萬	3	18.45%	增持
1040	Analog Century Management New York	US$1.93億	+US$1.13億	2	9.22%	增持
1041	J.W. Cole Advisors Tampa, Florida	US$1.92億	-US$1.14億	14	6.49%	減碼
1042	Wedmont Private Capital West Chester, Pennsylvania	US$1.92億	+US$2670萬	15	6.19%	增持
1043	Mirova Paris, France	US$1.91億	+US$1.85億	7	7.77%	增持
1044	Ashton Thomas Private Wealth Scottsdale, Arizona	US$1.91億	+US$413萬	10	4.52%	增持
1045	Stonebridge Capital Advisors St Paul, Minnesota	US$1.9億	+US$941萬	6	13.32%	增持
1046	Ironvine Capital Partners Omaha, Nebraska	US$1.9億	+US$21萬	3	20.89%	增持
1047	Hancock Prospecting West Perth, Australia	US$1.89億	US$0	3	5.69%	維持不變
1048	Rheos Capital Works Tokyo, Japan	US$1.89億	+US$3679萬	7	12.64%	增持
1049	SCI S&CO Inc Boston, Massachusetts	US$1.88億	+US$890萬	7	11.68%	增持
1050	Avity Investment Management Greenwich, Connecticut	US$1.88億	+US$1039萬	6	13.7%	增持