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
401	BP London, United Kingdom	US$2.28億	+US$1億	10	9.32%	增持
402	Bank of Nova Scotia Toronto, Ontario, Canada	US$2.27億	+US$8055萬	8	1.17%	增持
403	DL Delta Lloyd Amsterdam, Netherlands	US$2.25億	-US$566萬	11	7.78%	減碼
404	Eagle Asset Management St Petersburg, Florida	US$2.24億	-US$1802萬	5	1.5%	減碼
405	Commonwealth Equity Services Waltham, Massachusetts	US$2.24億	+US$1551萬	12	2.12%	增持
406	Davenport & Co Richmond, Virginia	US$2.22億	-US$1660萬	8	3.6%	減碼
407	Farallon Capital Management San Francisco, California	US$2.21億	-US$2.53億	2	1.97%	減碼
408	PointState Capital New York	US$2.21億	-US$1.7億	3	5.62%	減碼
409	Candriam SCA Strassen, Luxembourg, Luxembourg	US$2.18億	+US$1.29億	8	5.84%	增持
410	Schafer Cullen Capital Management New York	US$2.18億	-US$2667萬	2	2.6%	減碼
411	Elliott Management New York	US$2.18億	+US$1.78億	2	2.64%	增持
412	GMT Capital Atlanta, Georgia	US$2.18億	+US$667萬	2	5.61%	增持
413	Cambiar Investors Denver, Colorado	US$2.17億	+US$596萬	2	3.13%	增持
414	RCM Riverhead Capital Management Wilmington, Delaware	US$2.17億	+US$698萬	10	3.16%	增持
415	Hosking Partners London, United Kingdom	US$2.15億	+US$562萬	5	9.96%	增持
416	Beck Mack & Oliver New York	US$2.15億	-US$4404萬	7	7.31%	減碼
417	Raymond James Financial Services Advisors St. Petersburg, Florida	US$2.14億	+US$6002萬	10	2.5%	增持
418	HS Management Partners New York	US$2.12億	-US$5242萬	2	8.35%	減碼
419	Parallax Volatility Advisers San Francisco, California	US$2.1億	+US$1.16億	11	0.43%	增持
420	Regions Financial Corp Birmingham, Alabama	US$2.1億	+US$346萬	10	2.82%	增持
421	Vaughan Nelson Investment Management Houston, Texas	US$2.1億	-US$1455萬	3	2.68%	減碼
422	Meritage Group San Francisco, California	US$2.1億	-US$1.12億	1	5.24%	減碼
423	Waverton Investment Management London, United Kingdom	US$2.08億	-US$162萬	6	15.63%	減碼
424	Foxhaven Asset Management Charlottesville, Virginia	US$2.03億	+US$1721萬	3	21.88%	增持
425	Norinchukin Bank Tokyo, Japan	US$2.03億	-US$1092萬	11	5.14%	減碼