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	Gotham Asset Management New York	US$2.61億	-US$2465萬	10	4.62%	減碼
477	DF Dent & Co Baltimore, Maryland	US$2.58億	+US$1524萬	6	4.63%	增持
478	Profund Advisors Bethesda, Maryland	US$2.57億	-US$3085萬	11	13.01%	減碼
479	Westwood Holdings Group Dallas, Texas	US$2.57億	-US$1203萬	7	2.84%	減碼
480	GMT Capital Atlanta, Georgia	US$2.57億	+US$609萬	3	9.49%	增持
481	Oppenheimer & Co New York	US$2.57億	-US$555萬	16	7.01%	減碼
482	DCP Darsana Capital Partners New York	US$2.56億	US$0	1	9.49%	維持不變
483	Sumitomo Mitsui DS Asset Management Tokyo, Japan	US$2.55億	+US$1555萬	15	9.51%	增持
484	Zevenbergen Capital Investments Edmonds, Washington	US$2.55億	-US$962萬	6	9.76%	減碼
485	Kornitzer Capital Management Shawnee Mission, Kansas	US$2.53億	-US$2909萬	10	4.61%	減碼
486	Prio Wealth Limited Partnership Boston, Massachusetts	US$2.48億	+US$1449萬	7	11.35%	增持
487	SC SRB Corp Boston, Massachusetts	US$2.45億	-US$44萬	3	21.52%	減碼
488	Douglass Winthrop Advisors New York	US$2.44億	+US$465萬	7	9.34%	增持
489	Martin Currie Edinburgh, United Kingdom	US$2.44億	+US$1282萬	4	15.64%	增持
490	Construction & Building Unions Superannuation Fund Melbourne, Australia	US$2.44億	+US$2451萬	5	27.59%	增持
491	Ferguson Wellman Capital Management Portland, Oregon	US$2.44億	+US$320萬	8	7.78%	增持
492	Zacks Investment Management Chicago, Illinois	US$2.44億	-US$172萬	6	4.89%	減碼
493	R.H. Bluestein & Co Birmingham, Michigan	US$2.44億	-US$501萬	6	13.69%	減碼
494	MC Maplelane Capital New York	US$2.44億	+US$1.14億	5	5.46%	增持
495	Allstate Corporation Northbrook, Illinois	US$2.43億	+US$396萬	10	4.19%	增持
496	GAM Holding Zurich, Switzerland	US$2.41億	+US$561萬	11	10.62%	增持
497	Letko, Brosseau & Associates Montreal, Quebec, Canada	US$2.4億	-US$785萬	8	2.45%	減碼
498	Marshall Wace Asia Central, Hong Kong	US$2.4億	-US$6404萬	7	5.69%	減碼
499	Shelton Capital Management Denver, Colorado	US$2.39億	+US$4272萬	11	14.13%	增持
500	JC Joho Capital New York	US$2.39億	+US$759萬	2	42.26%	增持