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	Haverford Trust Company Radnor, Pennsylvania	US$1.2億	+US$716萬	5	3.33%	增持
477	Livforsakringsbolaget Skandia Stockholm, Sweden	US$1.2億	-US$548萬	9	5.89%	減碼
478	Whale Rock Capital Management Boston, Massachusetts	US$1.19億	+US$3833萬	3	12.21%	增持
479	Bartlett & Co Cincinnati, Ohio	US$1.17億	+US$51.7萬	5	5.79%	增持
480	CAM Capstone Asset Management Houston, Texas	US$1.16億	+US$419萬	10	3.28%	增持
481	AG Artal Group Luxembourg	US$1.16億	+US$6154萬	3	5.35%	增持
482	Frontier Capital Management Boston, Massachusetts	US$1.16億	-US$873萬	3	0.84%	減碼
483	Curian Capital Denver, Colorado	US$1.16億	-US$43.2萬	8	1.93%	減碼
484	MUFG Americas New York	US$1.16億	+US$104萬	9	3.84%	增持
485	EverPoint Asset Management Stamford, Connecticut	US$1.15億	-US$3315萬	4	2.17%	減碼
486	Fir Tree Capital Management New York	US$1.13億	-US$1805萬	2	1.61%	減碼
487	Oakbrook Investments Lisle, Illinois	US$1.13億	-US$1014萬	7	6.1%	減碼
488	Oak Associates Akron, Ohio	US$1.12億	+US$62萬	7	13.53%	增持
489	Nan Shan Life Insurance Taipei City, Taiwan	US$1.12億	+US$441萬	4	7.93%	增持
490	JFB Holdings Corp Atlanta, Georgia	US$1.12億	+US$932萬	1	2.89%	增持
491	NM NWI Management New York	US$1.12億	+US$7102萬	2	13.99%	增持
492	Meyer Handelman Company Rye Brook, New York	US$1.12億	+US$120萬	4	5.05%	增持
493	Johnson Investment Counsel Cincinnati, Ohio	US$1.11億	+US$85.2萬	6	3.73%	增持
494	Sentinel Asset Management Montpelier, Vermont	US$1.11億	-US$4304萬	3	2.41%	減碼
495	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	US$1.1億	+US$38.2萬	8	2.77%	增持
496	Lakewood Capital Management New York	US$1.09億	+US$6869萬	3	5.61%	增持
497	Foresters Investment Management New York	US$1.09億	+US$72.5萬	3	2.11%	增持
498	Osterweis Capital Management San Francisco, California	US$1.09億	-US$74.6萬	1	3.49%	減碼
499	WestEnd Advisors Charlotte, North Carolina	US$1.09億	-US$195萬	1	4.91%	減碼
500	NorthCoast Asset Management Greenwich, Connecticut	US$1.09億	-US$2405萬	4	5.09%	減碼