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	HHLR Advisors Grand Cayman, Cayman Islands	US$2.58億	US$0	1	7.18%	維持不變
477	Oppenheimer Asset Management New York	US$2.57億	+US$440萬	17	5.78%	增持
478	Banco Santander Madrid, Spain	US$2.57億	-US$9326萬	9	2.9%	減碼
479	Cardano Risk Management Rotterdam, Netherlands	US$2.57億	+US$720萬	3	64.5%	增持
480	Saratoga Research & Investment Management Saratoga, California	US$2.55億	-US$845萬	5	17.42%	減碼
481	Suvretta Capital Management New York	US$2.52億	+US$1.52億	3	7.28%	增持
482	Gofen & Glossberg Chicago, Illinois	US$2.49億	+US$12.1萬	7	8.82%	增持
483	Profund Advisors Bethesda, Maryland	US$2.48億	+US$1761萬	12	11.93%	增持
484	SRS Investment Management New York	US$2.48億	US$0	2	5.59%	維持不變
485	GVI Green Valley Investors Wilmington, Delaware	US$2.48億	US$0	1	12.66%	維持不變
486	GMT Capital Atlanta, Georgia	US$2.46億	+US$1430萬	3	8.15%	增持
487	Nicholas Company Milwaukee, Wisconsin	US$2.46億	-US$187萬	3	5.83%	減碼
488	Eagle Asset Management St Petersburg, Florida	US$2.46億	+US$1717萬	11	1.31%	增持
489	SVB Wealth Boston, Massachusetts	US$2.46億	-US$1958萬	9	9.71%	減碼
490	Welch & Forbes Boston, Massachusetts	US$2.44億	-US$564萬	10	6.13%	減碼
491	Harvest Fund Management Beijing, China	US$2.44億	-US$1633萬	8	41.6%	減碼
492	Balyasny Asset Management Chicago, Illinois	US$2.44億	-US$1.29億	13	1.62%	減碼
493	DF Dent & Co Baltimore, Maryland	US$2.43億	+US$517萬	6	4.82%	增持
494	Whittier Trust South Pasadena, California	US$2.43億	+US$214萬	15	7.42%	增持
495	PGGM Investments Zeist, Netherlands	US$2.42億	-US$1801萬	3	1.24%	減碼
496	People's United Financial Bridgeport, Connecticut	US$2.42億	-US$299萬	15	7.5%	減碼
497	RA Rovida Advisors Fort Lauderdale, Florida	US$2.41億	+US$1148萬	3	16.37%	增持
498	First Foundation Advisors Irvine, California	US$2.4億	+US$1619萬	7	14.23%	增持
499	Antipodes Partners Royal Exchange, Australia	US$2.4億	-US$1.01億	3	11.85%	減碼
500	HS Management Partners New York	US$2.36億	-US$4338萬	2	7.98%	減碼