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
1151	UG Investment Advisers Taipei, Taiwan	US$1.99億	-US$3616萬	1	45.91%	減碼
1152	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	US$1.99億	+US$1.96億	1	3.3%	增持
1153	Robertson Stephens Wealth Management San Francisco, California	US$1.98億	+US$4578萬	10	5.17%	增持
1154	Provident Investment Management Novi, Michigan	US$1.98億	-US$548萬	5	18.04%	減碼
1155	Pittenger & Anderson Inc Lincoin, Nebraska	US$1.98億	-US$349萬	12	7.61%	減碼
1156	Levin Capital Strategies New York	US$1.98億	-US$82.5萬	6	17.06%	減碼
1157	Act Two Investors Santa Cruz, California	US$1.98億	-US$607萬	5	35.53%	減碼
1158	Cyndeo Wealth Partners St. Petersburg, Florida	US$1.97億	+US$360萬	6	10.64%	增持
1159	Wedge Capital Management Charlotte, North Carolina	US$1.97億	-US$3315萬	7	3.53%	減碼
1160	MCI McDonald Capital Investors Orinda, California	US$1.97億	-US$994萬	3	12.05%	減碼
1161	MPM MBB Public Markets Chicago, Illinois	US$1.96億	+US$1884萬	3	20.53%	增持
1162	KMG Fiduciary Partners Toledo, Ohio	US$1.96億	-US$733萬	8	13.94%	減碼
1163	TBBL True Blue (BVI) Ltd Road Town, Tortola,	US$1.95億	US$0	3	83.91%	維持不變
1164	Lavaca Capital Houston, Texas	US$1.95億	+US$5144萬	10	31.45%	增持
1165	Engineers Gate Manager New York	US$1.94億	-US$6991萬	26	2.3%	減碼
1166	Bronte Capital Management Bondi Junction, Australia	US$1.94億	-US$631萬	2	19.38%	減碼
1167	Woodstock Corp Boston, Massachusetts	US$1.94億	-US$21.2萬	8	16.66%	減碼
1168	Lyell Wealth Management Menlo Park, California	US$1.94億	+US$1053萬	8	14.05%	增持
1169	Grace & Mercy Foundation New York	US$1.94億	-US$2116萬	3	43.82%	減碼
1170	YCG LLC Austin, Texas	US$1.94億	-US$7074萬	3	14.62%	減碼
1171	Nixon Peabody Trust Boston, Massachusetts	US$1.93億	-US$573萬	7	14.65%	減碼
1172	Senator Investment Group New York	US$1.93億	-US$7107萬	3	7.75%	減碼
1173	FJ Investments Salt Lake City, Utah	US$1.93億	+US$9.8萬	2	12.17%	增持
1174	AlTi Global New York	US$1.93億	-US$483萬	9	4.13%	減碼
1175	Tamar Securities Woodland Hills, California	US$1.92億	+US$102萬	7	20.31%	增持