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
451	TGCM Tukman Grossman Capital Management Larkspur, California	US$1.39億	-US$2041萬	1	6.62%	減碼
452	Bradley Foster & Sargent Hartford, Connecticut	US$1.39億	+US$2158萬	5	6.59%	增持
453	JFB Holdings Corp Atlanta, Georgia	US$1.39億	-US$27.6萬	1	3.87%	減碼
454	Country Trust Bank Bloomington, Illinois	US$1.38億	+US$73萬	5	7.07%	增持
455	Criterion Capital Management San Francisco, California	US$1.37億	-US$715萬	3	4.01%	減碼
456	Mutual of America Capital Management New York	US$1.37億	+US$407萬	8	3.26%	增持
457	IronBridge Capital Management Oakbrook Terrace, Illinois	US$1.34億	-US$957萬	3	3.56%	減碼
458	Bridgeway Capital Management Houston, Texas	US$1.34億	+US$1116萬	7	3.37%	增持
459	Tybourne Capital Management Hong Kong	US$1.33億	-US$5672萬	1	12.98%	減碼
460	Disciplined Growth Investors Minneapolis, Minnesota	US$1.32億	+US$266萬	2	3.38%	增持
461	SCGE Management Menlo Park, California	US$1.32億	+US$4106萬	3	16.34%	增持
462	Argent Capital Management St Louis, Missouri	US$1.31億	-US$589萬	4	7.21%	減碼
463	TM Tiger Management New York	US$1.31億	+US$1.01億	2	34.75%	增持
464	Sculptor Capital New York	US$1.31億	+US$1.06億	4	0.38%	增持
465	Bartlett & Co Cincinnati, Ohio	US$1.3億	-US$51.3萬	5	6.3%	減碼
466	Beutel, Goodman & Co Toronto, Ontario, Canada	US$1.29億	+US$1166萬	1	1.12%	增持
467	Renaissance Group Covington, Kentucky	US$1.28億	-US$1724萬	5	5.06%	減碼
468	Meyer Handelman Company Rye Brook, New York	US$1.27億	+US$53.4萬	4	5.9%	增持
469	Commonwealth Bank of Australia Sydney, NSW, Australia	US$1.27億	+US$348萬	9	1.64%	增持
470	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	US$1.26億	+US$23.8萬	9	5.1%	增持
471	Placemark Investments Chicago, Illinois	US$1.26億	+US$568萬	9	2.33%	增持
472	MUFG Americas New York	US$1.26億	-US$59萬	9	4.22%	減碼
473	Douglas C. Lane & Associates New York	US$1.25億	+US$341萬	5	3.72%	增持
474	Oakbrook Investments Lisle, Illinois	US$1.24億	-US$7595萬	7	6.68%	減碼
475	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	US$1.24億	+US$273萬	8	3.34%	增持