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	PTC Provident Trust Company Waukesha, Wisconsin	US$2.41億	-US$305萬	3	13.51%	減碼
402	PC Passport Capital San Francisco, California	US$2.4億	+US$4444萬	6	4.96%	增持
403	Kornitzer Capital Management Shawnee Mission, Kansas	US$2.39億	+US$233萬	8	4.29%	增持
404	MCM McKinley Capital Management Anchorage, Alaska	US$2.39億	+US$7260萬	6	8.61%	增持
405	TI TRG Investments Richmond, Virginia	US$2.37億	US$0	1	36.25%	維持不變
406	Smith Group Asset Management Dallas, Texas	US$2.37億	+US$1.25億	6	6.95%	增持
407	Maverick Capital Dallas, Texas	US$2.37億	+US$841萬	3	2.81%	增持
408	DL Delta Lloyd Amsterdam, Netherlands	US$2.37億	+US$2126萬	11	7.35%	增持
409	Davenport & Co Richmond, Virginia	US$2.37億	+US$201萬	8	3.49%	增持
410	SCM Suvretta Capital Management New York	US$2.32億	-US$1370萬	1	7.45%	減碼
411	United Capital Financial Advisors Irving, Texas	US$2.31億	+US$2923萬	11	2.24%	增持
412	MC Maplelane Capital New York	US$2.28億	+US$2554萬	7	6.01%	增持
413	Janney Montgomery Scott Philadelphia, Pennsylvania	US$2.27億	+US$1239萬	13	3.99%	增持
414	Silvercrest Asset Management New York	US$2.25億	-US$1661萬	8	2.7%	減碼
415	IIM Ivory Investment Management New York	US$2.23億	+US$9849萬	7	6.38%	增持
416	Rothschild & Co Asset Management US Stamford, Connecticut	US$2.23億	+US$2421萬	6	3.82%	增持
417	HMP HS Management Partners New York	US$2.23億	-US$3984萬	2	9.19%	減碼
418	CI Global Investments Oakland, California	US$2.23億	-US$3638萬	5	5.19%	減碼
419	Norinchukin Bank Tokyo, Japan	US$2.22億	+US$246萬	11	5.34%	增持
420	DILH Dai-ichi Life Holdings Tokyo, Japan	US$2.22億	-US$148萬	9	6.76%	減碼
421	Eagle Asset Management St Petersburg, Florida	US$2.22億	+US$534萬	5	1.5%	增持
422	CIBC Asset Management Toronto, Ontario, Canada	US$2.22億	-US$904萬	12	1.63%	減碼
423	Marathon Asset Management (UK) London, United Kingdom	US$2.2億	-US$1995萬	4	4.73%	減碼
424	CEP Chicago Equity Partners Chicago, Illinois	US$2.19億	+US$2233萬	6	6.05%	增持
425	Brandes Investment Partners La Jolla, California	US$2.19億	-US$1340萬	2	3.28%	減碼