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
501	Tremblant Capital Group West Palm Beach, Florida	US$1.1億	+US$1465萬	1	3.92%	增持
502	SCM Steadfast Capital Management New York	US$1.1億	+US$1.11億	1	1.85%	新
503	Odey Asset Management Group London, United Kingdom	US$1.1億	-US$1981萬	3	3.85%	減碼
504	Passport Capital San Francisco, California	US$1.08億	+US$2372萬	2	1.52%	增持
505	Ivory Investment Management New York	US$1.08億	+US$3368萬	1	3.55%	增持
506	Zweig-DiMenna Associates New York	US$1.07億	+US$4667萬	5	4.7%	增持
507	Avalon Investment & Advisory Houston, Texas	US$1.07億	+US$178萬	5	5.4%	增持
508	Cullen Capital Management New York	US$1.07億	-US$2901萬	2	2.93%	減碼
509	Highbridge Capital Management New York	US$1.07億	+US$1318萬	6	1.41%	增持
510	Eton Park Capital Management New York	US$1.07億	+US$1.08億	1	1.26%	新
511	CAM Capstone Asset Management Houston, Texas	US$1.06億	+US$78.3萬	9	3.61%	增持
512	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	US$1.06億	-US$6264萬	6	0.85%	減碼
513	Profund Advisors Bethesda, Maryland	US$1.05億	+US$1116萬	8	4.93%	增持
514	Cincinnati Insurance Fairfield, Ohio	US$1.05億	US$0	2	3.78%	維持不變
515	BB&T Securities Richmond, Virginia	US$1.05億	+US$328萬	8	2.46%	增持
516	Colrain Capital Boston, Massachusetts	US$1.05億	+US$1095萬	4	7.82%	增持
517	Securian Asset Management St Paul, Minnesota	US$1.03億	+US$142萬	8	3.5%	增持
518	People's United Financial Bridgeport, Connecticut	US$1.03億	-US$93.4萬	10	5.48%	減碼
519	Veritable Wilmington, Delaware	US$1.03億	+US$3255萬	9	2.19%	增持
520	NM Nokota Management New York	US$1.02億	+US$4563萬	3	3.08%	增持
521	EARNEST Partners Atlanta, Georgia	US$1.02億	-US$341萬	2	0.85%	減碼
522	Capital International Los Angeles, California	US$1.01億	+US$2292萬	7	6.29%	增持
523	MI Markston International White Plains, New York	US$1.01億	+US$76.2萬	5	6.17%	增持
524	Caledonia Investments (Australia) Sydney NSW, Australia	US$1億	-US$2135萬	1	6.24%	減碼
525	Nan Shan Life Insurance Taipei City, Taiwan	US$10000萬	-US$510萬	3	12.8%	減碼