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	Comgest Global Investors Paris, France	US$2.91億	-US$390萬	5	7.2%	減碼
402	Regions Financial Corp Birmingham, Alabama	US$2.9億	-US$587萬	12	3.4%	減碼
403	BRC Blue Ridge Capital New York	US$2.89億	-US$3.43億	2	5.05%	減碼
404	B BP London, United Kingdom	US$2.88億	-US$1949萬	9	10.59%	減碼
405	Norinchukin Bank Tokyo, Japan	US$2.88億	+US$975萬	11	5.92%	增持
406	Smith Group Asset Management Dallas, Texas	US$2.87億	+US$1278萬	6	8.81%	增持
407	Westpac Banking Corp Sydney, Australia	US$2.84億	-US$12.3億	12	6.26%	減碼
408	VM Valinor Management New York	US$2.84億	+US$1億	3	8.65%	增持
409	John W. Bristol & Co New York	US$2.84億	-US$3864萬	4	8.34%	減碼
410	CIBC Asset Management Toronto, Ontario, Canada	US$2.83億	+US$1312萬	12	1.96%	增持
411	MCM McKinley Capital Management Anchorage, Alaska	US$2.83億	-US$1962萬	6	10.59%	減碼
412	Jana Partners New York	US$2.8億	+US$1.87億	2	3.97%	增持
413	MICM Matthews International Capital Management San Francisco, California	US$2.78億	+US$1422萬	1	12.65%	增持
414	Criterion Capital Management San Francisco, California	US$2.78億	+US$2784萬	3	13.42%	增持
415	Tweedy, Browne Co Stamford, Connecticut	US$2.76億	-US$646萬	3	8.19%	減碼
416	PTC Provident Trust Company Waukesha, Wisconsin	US$2.74億	-US$178萬	3	13.22%	減碼
417	Jacobs Levy Equity Management Florham Park, New Jersey	US$2.72億	-US$1398萬	11	5.83%	減碼
418	Dai-ichi Life Insurance Company Tokyo, Japan	US$2.72億	-US$978萬	11	6.04%	減碼
419	VanEck Associates New York	US$2.71億	-US$5773萬	5	1.48%	減碼
420	ROIC Route One Investment Company San Francisco, California	US$2.7億	-US$1.89億	3	10.46%	減碼
421	Zurich Insurance Group Zurich, Switzerland	US$2.7億	-US$1252萬	12	7.64%	減碼
422	Homestead Advisers Arlington, Virginia	US$2.68億	US$0	2	4.19%	維持不變
423	United Capital Financial Advisors Irving, Texas	US$2.68億	-US$676萬	12	2.4%	減碼
424	Oak Associates Akron, Ohio	US$2.67億	+US$1198萬	10	20.14%	增持
425	PEAK6 Group Chicago, Illinois	US$2.65億	+US$2.12億	15	1.54%	增持