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
476	Hudson Bay Capital Management Stamford, Connecticut	US$1.25億	+US$1.24億	3	2.91%	新
477	Capital International Inc Los Angeles, California	US$1.25億	-US$939萬	7	8.57%	減碼
478	WCM Investment Management Laguna Beach, California	US$1.25億	+US$87.8萬	3	3.61%	增持
479	JC Joho Capital New York	US$1.25億	+US$2029萬	1	23.96%	增持
480	Oakbrook Investments Lisle, Illinois	US$1.24億	+US$177萬	7	6.7%	增持
481	Renaissance Group Covington, Kentucky	US$1.24億	-US$510萬	5	4.84%	減碼
482	Curian Capital Denver, Colorado	US$1.24億	+US$1042萬	9	2.09%	增持
483	Capital International Los Angeles, California	US$1.24億	+US$2182萬	7	7.53%	增持
484	Douglas C. Lane & Associates New York	US$1.22億	+US$396萬	5	3.3%	增持
485	SAS Sarbit Advisory Services Winnipeg, Manitoba, Canada	US$1.22億	-US$84.5萬	1	13.98%	減碼
486	Jericho Capital Asset Management New York	US$1.21億	+US$2826萬	2	7.87%	增持
487	Haverford Trust Company Radnor, Pennsylvania	US$1.21億	-US$5378萬	4	3.39%	減碼
488	Alkeon Capital Management New York	US$1.21億	-US$5127萬	2	2.36%	減碼
489	Bartlett & Co Cincinnati, Ohio	US$1.2億	-US$446萬	5	5.78%	減碼
490	MUFG Americas New York	US$1.2億	-US$61萬	9	3.98%	減碼
491	Janney Montgomery Scott Philadelphia, Pennsylvania	US$1.19億	+US$522萬	10	2.39%	增持
492	CEP Chicago Equity Partners Chicago, Illinois	US$1.19億	-US$364萬	3	3.21%	減碼
493	JFB Holdings Corp Atlanta, Georgia	US$1.18億	-US$2105萬	1	3.13%	減碼
494	CAM Capstone Asset Management Houston, Texas	US$1.17億	+US$1293萬	10	3.4%	增持
495	Foresters Investment Management New York	US$1.16億	+US$31.4萬	3	2.32%	增持
496	VanEck Associates New York	US$1.16億	+US$3388萬	7	0.72%	增持
497	Johnson Investment Counsel Cincinnati, Ohio	US$1.16億	-US$453萬	6	3.82%	減碼
498	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	US$1.16億	-US$220萬	8	2.97%	減碼
499	WestEnd Advisors Charlotte, North Carolina	US$1.16億	+US$56.3萬	1	5.29%	增持
500	Indus Capital Partners New York	US$1.16億	-US$1.27億	2	15.26%	減碼