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
426	B BP London, United Kingdom	US$1.57億	+US$293萬	7	5.89%	增持
427	UBS O'Connor Chicago, Illinois	US$1.55億	+US$1705萬	7	1.28%	增持
428	BHF Kleinwort Benson Group Brussels, Belgium	US$1.55億	-US$2992萬	7	5.23%	減碼
429	Nomura Holdings Tokyo, Japan	US$1.54億	+US$9292萬	12	0.43%	增持
430	SCM Scopia Capital Management New York	US$1.54億	+US$515萬	1	2.98%	增持
431	Huntington National Bank Columbus, Ohio	US$1.53億	-US$364萬	11	3.71%	減碼
432	British Airways Pensions Investment Management London, United Kingdom	US$1.53億	+US$1412萬	5	4.73%	增持
433	Saratoga Research & Investment Management Saratoga, California	US$1.52億	-US$87.3萬	4	14.48%	減碼
434	AGF Investments Inc Toronto, Ontario, Canada	US$1.52億	+US$169萬	6	1.64%	增持
435	Country Trust Bank Bloomington, Illinois	US$1.51億	+US$127萬	6	7.6%	增持
436	Waverton Investment Management London, United Kingdom	US$1.51億	-US$3299萬	4	11.17%	減碼
437	Weitz Investment Management Omaha, Nebraska	US$1.51億	+US$1052萬	3	4.23%	增持
438	GMT Capital Atlanta, Georgia	US$1.5億	-US$1140萬	2	3.93%	減碼
439	SVB Wealth Boston, Massachusetts	US$1.5億	-US$437萬	8	4.97%	減碼
440	Sumitomo Mitsui DS Asset Management Tokyo, Japan	US$1.49億	-US$901萬	11	4.73%	減碼
441	Tweedy, Browne Co Stamford, Connecticut	US$1.49億	-US$24.6萬	1	4.11%	減碼
442	Mason Street Advisors Milwaukee, Wisconsin	US$1.46億	-US$83.4萬	8	4.46%	減碼
443	GAM GVO Asset Management Zug, Switzerland	US$1.45億	US$0	1	13.92%	維持不變
444	BRC Blue Ridge Capital New York	US$1.45億	US$0	1	1.64%	維持不變
445	DILH Dai-ichi Life Holdings Tokyo, Japan	US$1.44億	-US$1213萬	9	4.32%	減碼
446	O'Shaughnessy Asset Management Stamford, Connecticut	US$1.44億	+US$952萬	3	2.91%	增持
447	Disciplined Growth Investors Minneapolis, Minnesota	US$1.43億	-US$4.16萬	2	3.45%	減碼
448	Bradley Foster & Sargent Hartford, Connecticut	US$1.42億	+US$198萬	6	6.49%	增持
449	Ashfield Capital Partners San Francisco, California	US$1.42億	-US$359萬	7	7.81%	減碼
450	Gotham Asset Management New York	US$1.4億	-US$7672萬	5	1.17%	減碼