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	Letko, Brosseau & Associates Montreal, Quebec, Canada	US$2.22億	-US$1002萬	8	2.47%	減碼
477	Country Trust Bank Bloomington, Illinois	US$2.22億	+US$1842萬	10	11.05%	增持
478	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	US$2.22億	+US$482萬	17	3.73%	增持
479	Oppenheimer & Co New York	US$2.18億	-US$1063萬	14	6.82%	減碼
480	Cardano Risk Management Rotterdam, Netherlands	US$2.18億	+US$2.27億	3	65.7%	新
481	Weitz Investment Management Omaha, Nebraska	US$2.18億	+US$2226萬	5	9.97%	增持
482	Vantage Investment Partners Kansas City, Missouri	US$2.17億	-US$1.14億	4	15.42%	減碼
483	PGGM Investments Zeist, Netherlands	US$2.17億	-US$9162萬	3	1.26%	減碼
484	Welch & Forbes Boston, Massachusetts	US$2.17億	+US$1397萬	9	6.11%	增持
485	Samlyn Capital New York	US$2.16億	+US$426萬	4	5.14%	增持
486	Bloom Tree Partners New York	US$2.16億	+US$6027萬	4	17.58%	增持
487	Oppenheimer Asset Management New York	US$2.16億	+US$477萬	17	5.35%	增持
488	BSN Capital Partners London, United Kingdom	US$2.15億	+US$2.24億	2	82.03%	新
489	Menora Mivtachim Holdings Ramat Gan, Israel	US$2.15億	-US$1441萬	4	6.2%	減碼
490	Nicholas Company Milwaukee, Wisconsin	US$2.14億	-US$2583萬	3	5.59%	減碼
491	Gofen & Glossberg Chicago, Illinois	US$2.14億	-US$211萬	7	8.46%	減碼
492	SRS Investment Management New York	US$2.12億	+US$2.07億	2	6.68%	增持
493	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	US$2.12億	+US$8.39萬	2	19.75%	增持
494	People's United Financial Bridgeport, Connecticut	US$2.09億	-US$404萬	15	7.26%	減碼
495	GVI Green Valley Investors Wilmington, Delaware	US$2.09億	+US$2412萬	1	12.01%	增持
496	Johnson Investment Counsel Cincinnati, Ohio	US$2.09億	+US$115萬	10	5.08%	增持
497	Senator Investment Group New York	US$2.07億	-US$2676萬	1	5.77%	減碼
498	TAM Tiverton Asset Management Wilimington, Delaware	US$2.07億	+US$1433萬	14	12.43%	增持
499	Harvest Fund Management Beijing, China	US$2.06億	+US$1294萬	9	43.15%	增持
500	AIA International Hong Kong	US$2.06億	+US$1043萬	1	72.73%	增持