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	Gabelli Funds Rye, New York	US$2.6億	+US$1650萬	10	1.54%	增持
477	ROIC Route One Investment Company San Francisco, California	US$2.57億	+US$1371萬	3	9.92%	增持
478	Nicholas Company Milwaukee, Wisconsin	US$2.57億	-US$1375萬	4	6.01%	減碼
479	Jana Partners New York	US$2.56億	+US$2.59億	4	6.79%	新
480	Marshall Wace London, United Kingdom	US$2.56億	+US$5662萬	12	3.83%	增持
481	Saratoga Research & Investment Management Saratoga, California	US$2.55億	+US$1558萬	5	18.29%	增持
482	Discovery Capital Management South Norwalk, Connecticut	US$2.54億	-US$5556萬	5	13.76%	減碼
483	Envestnet Asset Management Chicago, Illinois	US$2.53億	+US$7684萬	16	0.58%	增持
484	Harvest Fund Management Beijing, China	US$2.53億	-US$1206萬	7	40.16%	減碼
485	Securian Asset Management St Paul, Minnesota	US$2.52億	-US$2,240	11	6.25%	減碼
486	AIA International Hong Kong	US$2.52億	+US$593萬	1	68.62%	增持
487	SVB Wealth Boston, Massachusetts	US$2.51億	+US$518萬	9	9.64%	增持
488	Hitchwood Capital Management New York	US$2.5億	-US$862萬	4	7.85%	減碼
489	Truist Financial Charlotte, North Carolina	US$2.49億	-US$90萬	11	4.73%	減碼
490	GAM Holding Zurich, Switzerland	US$2.47億	+US$1191萬	13	8.58%	增持
491	Oppenheimer & Co New York	US$2.44億	-US$1213萬	14	6.62%	減碼
492	Fiduciary Trust Boston, Massachusetts	US$2.43億	-US$363萬	9	7.35%	減碼
493	HHR Asset Management Berkeley Heights, New Jersey	US$2.4億	+US$661萬	3	12.86%	增持
494	Country Trust Bank Bloomington, Illinois	US$2.4億	+US$1960萬	10	10.31%	增持
495	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	US$2.39億	-US$854萬	19	3.57%	減碼
496	Kayne Anderson Rudnick Investment Management Los Angeles, California	US$2.36億	+US$236萬	6	1.51%	增持
497	GMT Capital Atlanta, Georgia	US$2.35億	-US$6184萬	3	5.6%	減碼
498	Migdal Insurance & Financial Holdings Petach Tikva, Israel	US$2.34億	+US$2537萬	12	5.57%	增持
499	Haverford Trust Company Radnor, Pennsylvania	US$2.33億	-US$628萬	7	4.61%	減碼
500	Corvex Management New York	US$2.32億	-US$1796萬	3	11.13%	減碼