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	Dorsal Capital Management Redwood City, California	US$2.98億	-US$2809萬	3	15.48%	減碼
402	Jacobs Levy Equity Management Florham Park, New Jersey	US$2.97億	+US$1310萬	10	5.78%	增持
403	Sarasin & Partners London, United Kingdom	US$2.96億	-US$4209萬	3	5.97%	減碼
404	United Capital Financial Advisors Irving, Texas	US$2.96億	+US$1681萬	12	2.51%	增持
405	Regions Financial Corp Birmingham, Alabama	US$2.96億	-US$343萬	12	3.36%	減碼
406	Mar Vista Investment Partners Los Angeles, California	US$2.93億	-US$106萬	4	12.18%	減碼
407	SA SPO Advisory San Anselmo, California	US$2.93億	+US$9018萬	1	5.83%	增持
408	Westpac Banking Corp Sydney, Australia	US$2.92億	-US$349萬	13	6.44%	減碼
409	Hexavest Montreal, Quebec, Canada	US$2.91億	-US$2156萬	5	3.56%	減碼
410	BP London, United Kingdom	US$2.91億	-US$2114萬	10	10.29%	減碼
411	Williams Jones & Associates New York	US$2.9億	-US$1291萬	7	7.13%	減碼
412	Senator Investment Group New York	US$2.88億	-US$6055萬	1	3.83%	減碼
413	Dai-ichi Life Insurance Company Tokyo, Japan	US$2.87億	-US$152萬	11	6.09%	減碼
414	John W. Bristol & Co New York	US$2.87億	-US$872萬	4	8.29%	減碼
415	Homestead Advisers Arlington, Virginia	US$2.86億	US$0	2	4.36%	維持不變
416	Provident Trust Company Waukesha, Wisconsin	US$2.85億	-US$324萬	3	12.65%	減碼
417	Tweedy, Browne Co Stamford, Connecticut	US$2.85億	-US$78.2萬	3	7.75%	減碼
418	Smith Group Asset Management Dallas, Texas	US$2.79億	-US$3112萬	6	9.33%	減碼
419	ROIC Route One Investment Company San Francisco, California	US$2.78億	-US$993萬	3	8.04%	減碼
420	Troy Asset Management London, United Kingdom	US$2.78億	+US$2.72億	2	12.57%	新
421	Artemis Investment Management Edinburgh, United Kingdom	US$2.78億	+US$1615萬	7	5.7%	增持
422	Black Creek Investment Management Toronto, Ontario, Canada	US$2.77億	+US$8037萬	2	12.19%	增持
423	Zurich Insurance Group Zurich, Switzerland	US$2.76億	-US$447萬	12	7.54%	減碼
424	Oak Associates Akron, Ohio	US$2.75億	-US$218萬	10	20.29%	減碼
425	Omega Advisors New York	US$2.72億	+US$1995萬	4	10.57%	增持