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	Ariel Investments Chicago, Illinois	US$2.57億	+US$610萬	3	2.9%	增持
452	Sarasin & Partners London, United Kingdom	US$2.56億	-US$7433萬	3	4.98%	減碼
453	DCM Dupont Capital Management Wilmington, Delaware	US$2.56億	+US$691萬	12	5.86%	增持
454	Greenwoods Asset Management Grand Cayman, Cayman Islands	US$2.55億	+US$1.54億	1	21.35%	增持
455	Atlanta Capital Management Atlanta, Georgia	US$2.55億	-US$2461萬	2	1.34%	減碼
456	BWA Brave Warrior Advisors New York	US$2.54億	+US$2.49億	1	10.84%	新
457	Edmond de Rothschild Holding Chambesy, Switzerland	US$2.52億	-US$55.2萬	14	7.22%	減碼
458	Beck Mack & Oliver New York	US$2.52億	-US$683萬	6	8.25%	減碼
459	Lakewood Capital Management New York	US$2.48億	+US$6214萬	2	8.64%	增持
460	Brighton Jones LLC Seattle, Washington	US$2.47億	-US$1636萬	10	29.96%	減碼
461	Great Lakes Advisors Chicago, Illinois	US$2.47億	-US$3064萬	9	5.43%	減碼
462	Nikko Asset Management Americas New York	US$2.44億	+US$9380萬	8	6.36%	增持
463	GAM Holding Zurich, Switzerland	US$2.44億	+US$905萬	14	7.48%	增持
464	Nicholas Company Milwaukee, Wisconsin	US$2.43億	-US$3203萬	4	5.29%	減碼
465	Rathbones Group Liverpool, United Kingdom	US$2.41億	+US$659萬	7	9.82%	增持
466	EC EMS Capital New York	US$2.41億	-US$660萬	5	21.62%	減碼
467	Crossmark Global Holdings Houston, Texas	US$2.37億	+US$1448萬	13	5.71%	增持
468	Markel Group Glen Allen, Virginia	US$2.37億	US$0	5	4.48%	維持不變
469	Cornerstone Investment Partners Atlanta, Georgia	US$2.36億	-US$845萬	5	10.27%	減碼
470	Coronation Fund Managers Cape Town, South Africa	US$2.36億	-US$321萬	5	7.45%	減碼
471	Arrowgrass Capital Partners (US) Dover, Delaware	US$2.36億	+US$5033萬	5	2.28%	增持
472	State of Alaska Department of Revenue Juneau, Alaska	US$2.35億	+US$1.92億	12	5.61%	增持
473	Bradley Foster & Sargent Hartford, Connecticut	US$2.35億	-US$243萬	8	8.51%	減碼
474	Newbrook Capital Advisors New York	US$2.34億	+US$1808萬	3	15.78%	增持
475	E. Ohman J:or Asset Management Stockholm, Sweden	US$2.33億	+US$317萬	12	18.99%	增持