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
301	Columbus Circle Investors	US$4.57億	-US$7667萬	5	7.56%	減碼
302	CI Global Investments Oakland, California	US$4.53億	+US$1.35億	5	8.58%	增持
303	Farallon Capital Management San Francisco, California	US$4.49億	-US$8251萬	2	4.67%	減碼
304	Employees Provident Fund Board Shah Alam, Malaysia	US$4.49億	-US$3132萬	5	12.85%	減碼
305	Suntrust Banks Atlanta, Georgia	US$4.48億	+US$118萬	10	2.74%	增持
306	PIA Piedmont Investment Advisors Durham, North Carolina	US$4.43億	-US$6378萬	9	9.83%	減碼
307	MCIM Meadow Creek Investment Management Atlanta, Georgia	US$4.41億	-US$1261萬	12	10.53%	減碼
308	TCM Tybourne Capital Management Hong Kong	US$4.41億	+US$1.32億	1	19.71%	增持
309	Atalanta Sosnoff Capital New York	US$4.39億	-US$1224萬	6	15.51%	減碼
310	Sachem Head Capital Management New York	US$4.34億	+US$2.42億	2	19.88%	增持
311	MC Maplelane Capital New York	US$4.32億	+US$1.16億	5	7.85%	增持
312	Westwood Holdings Group Dallas, Texas	US$4.3億	-US$2678萬	9	3.51%	減碼
313	International Value Advisers	US$4.3億	-US$134萬	4	13.29%	減碼
314	Fjarde Ap-fonden Stockholm, Sweden	US$4.25億	+US$6071萬	11	8.57%	增持
315	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	US$4.21億	-US$2842萬	13	5.27%	減碼
316	MC Montag & Caldwell Atlanta, Georgia	US$4.2億	-US$1327萬	5	12.38%	減碼
317	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	US$4.2億	-US$3274萬	11	8.08%	減碼
318	Natixis Paris, France	US$4.18億	-US$8208萬	8	4.76%	減碼
319	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	US$4.17億	+US$5216萬	11	7.04%	增持
320	CIBC World Market Toronto, Ontario, Canada	US$4.17億	-US$2.11億	13	1.77%	減碼
321	Nomura Holdings Tokyo, Japan	US$4.15億	+US$2.77億	13	1.01%	增持
322	SCM Steadfast Capital Management New York	US$4.13億	+US$2428萬	3	7.56%	增持
323	Marsico Capital Management Denver, Colorado	US$4.13億	+US$261萬	5	17.27%	增持
324	EP Elkfork Partners Portland, Oregon	US$4.12億	-US$1122萬	9	12.42%	減碼
325	HMP HS Management Partners New York	US$4.1億	+US$380萬	2	13.46%	增持