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	BP London, United Kingdom	US$3.18億	-US$714萬	9	11.78%	減碼
427	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	US$3.14億	+US$7082萬	4	2.45%	增持
428	Menora Mivtachim Holdings Ramat Gan, Israel	US$3.12億	+US$1605萬	4	7.59%	增持
429	Tweedy, Browne Co Stamford, Connecticut	US$3.12億	-US$30.8萬	2	11.05%	減碼
430	TAM Tiverton Asset Management Wilimington, Delaware	US$3.12億	+US$1330萬	16	10.82%	增持
431	Ariel Investments Chicago, Illinois	US$3.11億	-US$1688萬	2	4.15%	減碼
432	Achmea Investment Management Zeist, Netherlands	US$3.11億	+US$770萬	13	12.27%	增持
433	Bartlett & Co Wealth Management Cincinnati, Ohio	US$3.11億	+US$8496萬	12	8.15%	增持
434	Bartlett & Co Cincinnati, Ohio	US$3.11億	+US$8496萬	12	8.16%	增持
435	WorldQuant Millennium Advisors New York	US$3.1億	+US$1102萬	9	6.03%	增持
436	HM Payson & Co Portland, Maine	US$3.1億	+US$1690萬	16	10.91%	增持
437	Haverford Trust Company Radnor, Pennsylvania	US$3.08億	+US$177萬	7	5.41%	增持
438	AIA Group Hong Kong	US$3.08億	-US$2015萬	1	66.63%	減碼
439	Waverton Investment Management London, United Kingdom	US$3.07億	-US$3834萬	3	15.67%	減碼
440	IFM Investors Melbourne, Australia	US$3.06億	+US$1.06億	13	11.31%	增持
441	Mariner Overland Park, Kansas	US$3.05億	-US$393萬	10	3.65%	減碼
442	Cardano Risk Management Rotterdam, Netherlands	US$3.05億	+US$1123萬	3	65.62%	增持
443	HS Management Partners New York	US$3.02億	+US$4315萬	2	10.03%	增持
444	First Foundation Advisors Irvine, California	US$3.02億	+US$746萬	7	16.1%	增持
445	Light Street Capital Management Palo Alto, California	US$3.02億	+US$2474萬	5	21.63%	增持
446	H&H International Investment Palo Alto, California	US$3.01億	+US$4150萬	2	19.09%	增持
447	Truist Financial Charlotte, North Carolina	US$3.01億	+US$130萬	12	5.17%	增持
448	Voloridge Investment Management Jupiter, Florida	US$2.99億	+US$1.77億	7	5.19%	增持
449	TIAA FSB Jacksonville, Florida	US$2.99億	-US$515萬	8	1.55%	減碼
450	Country Trust Bank Bloomington, Illinois	US$2.98億	-US$149萬	10	12.88%	減碼