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	HCM Hoplite Capital Management New York	US$2.13億	-US$6009萬	2	10.55%	減碼
402	B BP London, United Kingdom	US$2.13億	-US$82.2萬	10	8.46%	減碼
403	SCM Suvretta Capital Management New York	US$2.11億	-US$1.85億	1	8.04%	減碼
404	Davenport & Co Richmond, Virginia	US$2.11億	+US$299萬	8	3.22%	增持
405	Nicholas Company Milwaukee, Wisconsin	US$2.11億	-US$515萬	3	4.25%	減碼
406	Brandes Investment Partners La Jolla, California	US$2.09億	-US$1014萬	2	3.19%	減碼
407	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	US$2.07億	US$0	1	13.54%	維持不變
408	CIBC Asset Management Toronto, Ontario, Canada	US$2.05億	+US$1232萬	12	1.54%	增持
409	Maverick Capital Dallas, Texas	US$2.03億	-US$2154萬	1	2.76%	減碼
410	Boston Advisors Boston, Massachusetts	US$2.02億	-US$4836萬	8	5.04%	減碼
411	Wolverine Trading Chicago, Illinois	US$2.01億	+US$2.11億	13	1.13%	新
412	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	US$2億	+US$2652萬	3	7.77%	增持
413	Melvin Capital Management New York	US$1.97億	+US$3603萬	1	6.32%	增持
414	Hexavest Montreal, Quebec, Canada	US$1.96億	-US$3307萬	5	2.97%	減碼
415	Sirios Capital Management Boston, Massachusetts	US$1.96億	+US$9679萬	4	9.41%	增持
416	Tran Capital Management San Rafael, California	US$1.96億	-US$4731萬	1	6.65%	減碼
417	Norinchukin Bank Tokyo, Japan	US$1.96億	-US$891萬	11	4.77%	減碼
418	DILH Dai-ichi Life Holdings Tokyo, Japan	US$1.96億	-US$970萬	9	5.89%	減碼
419	NF Trinity Capital Central, Hong Kong	US$1.95億	-US$586萬	3	21.31%	減碼
420	Sawgrass Asset Management Ponte Vedra Beach, Florida	US$1.94億	-US$1948萬	5	9.06%	減碼
421	CCM Cornerstone Capital Management Edina, Minnesota	US$1.94億	-US$1.6億	2	10.23%	減碼
422	Eagle Asset Management St Petersburg, Florida	US$1.92億	-US$1382萬	6	1.33%	減碼
423	Janney Montgomery Scott Philadelphia, Pennsylvania	US$1.92億	+US$8993萬	3	3.91%	增持
424	DL Delta Lloyd Amsterdam, Netherlands	US$1.91億	-US$988萬	11	6.41%	減碼
425	Mason Street Advisors Milwaukee, Wisconsin	US$1.89億	+US$139萬	10	5.5%	增持