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
1476	Transcend Capital Advisors Madison, New Jersey	US$1.24億	+US$1203萬	18	8.36%	增持
1477	Broad Bay Capital Management New York	US$1.24億	+US$982萬	2	11.58%	增持
1478	BOCHK Asset Management Hong Kong	US$1.24億	+US$3802萬	12	19.5%	增持
1479	CCM Coerente Capital Management Toronto, Ontario, Canada	US$1.24億	-US$1753萬	6	22.75%	減碼
1480	Cortland Associates St Louis, Missouri	US$1.24億	-US$5379萬	5	17.86%	減碼
1481	CapWealth Advisors Franklin, Tennessee	US$1.23億	+US$289萬	6	8.45%	增持
1482	WestEnd Advisors Charlotte, North Carolina	US$1.23億	-US$1379萬	9	2.74%	減碼
1483	One Madison Group New York	US$1.23億	+US$38.2萬	2	11.8%	增持
1484	Zuckerman Investment Group Chicago, Illinois	US$1.23億	+US$530萬	6	10.38%	增持
1485	IA Integrity Alliance Urbandale, Iowa	US$1.22億	+US$764萬	12	3.83%	增持
1486	PHC Palidye Holdings (Caymans) Grand Cayman, Cayman Islands	US$1.22億	+US$181萬	3	21.9%	增持
1487	Dillon & Associates Jackson, Michigan	US$1.22億	+US$132萬	4	14.94%	增持
1488	Integrated Advisors Network Dallas, Texas	US$1.22億	+US$2370萬	9	5.61%	增持
1489	AL Arnhold LLC New York	US$1.22億	+US$517萬	8	8.53%	增持
1490	Stillwater Capital Advisors Devon, Pennsylvania	US$1.22億	-US$90.3萬	6	12.41%	減碼
1491	Robinhood Asset Management Menlo Park, California	US$1.22億	+US$136萬	4	6.51%	增持
1492	RBF Capital San Francisco, California	US$1.21億	+US$536萬	8	5.05%	增持
1493	CCM Investment Advisers Columbia, South Carolina	US$1.21億	+US$350萬	5	9.39%	增持
1494	SlateStone Wealth Jupiter, Florida	US$1.21億	-US$405萬	9	9.29%	減碼
1495	Caldwell Trust Venice, Florida	US$1.21億	-US$31.8萬	10	9.8%	減碼
1496	Angeles Wealth Management Santa Monica, California	US$1.21億	+US$1376萬	13	5.53%	增持
1497	Wilkinson Global Asset Management New York	US$1.21億	-US$2046萬	4	9.58%	減碼
1498	Procyon Advisors Shelton, Connecticut	US$1.21億	-US$1.65萬	11	5.2%	減碼
1499	XTX Topco George Town, Cayman Islands	US$1.2億	+US$1700萬	37	1.56%	增持
1500	Renaissance Group Covington, Kentucky	US$1.2億	-US$1510萬	7	4.89%	減碼