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	NM Nokota Management New York	US$1.09億	US$0	2	3.03%	維持不變
502	Axon Capital New York	US$1.08億	+US$1.06億	1	7.61%	新
503	IronBridge Capital Management Oakbrook Terrace, Illinois	US$1.08億	-US$26.2萬	3	3.07%	減碼
504	Piedmont Investment Advisors Durham, North Carolina	US$1.07億	-US$2344萬	5	6.58%	減碼
505	Rainier Investment Management Seattle, Washington	US$1.07億	-US$1.15億	2	2.14%	減碼
506	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	US$1.07億	-US$3605萬	2	3.25%	減碼
507	Commonwealth Bank of Australia Sydney, NSW, Australia	US$1.06億	+US$934萬	9	1.44%	增持
508	Zweig-DiMenna Associates New York	US$1.05億	+US$2544萬	6	4.41%	增持
509	Fiduciary Trust Boston, Massachusetts	US$1.05億	-US$531萬	8	4.34%	減碼
510	EARNEST Partners Atlanta, Georgia	US$1.05億	-US$412萬	2	0.9%	減碼
511	Coronation Asset Management Cape Town, South Africa	US$1.05億	+US$423萬	3	5.41%	增持
512	Jane Street New York	US$1.04億	+US$5389萬	9	0.81%	增持
513	Securian Asset Management St Paul, Minnesota	US$1.03億	+US$303萬	8	3.02%	增持
514	Adams Diversified Equity Fund Baltimore, Maryland	US$1.03億	US$0	5	6.78%	維持不變
515	Bain Capital Public Equity Management Boston, Massachusetts	US$1.03億	+US$1.01億	1	2.56%	新
516	Veritas Investment Management London, United Kingdom	US$1.03億	+US$1.05億	4	34.24%	增持
517	Findlay Park Partners London, United Kingdom	US$1.03億	+US$964萬	1	1.07%	增持
518	Capital International Los Angeles, California	US$1.02億	-US$1561萬	6	6.21%	減碼
519	Profund Advisors Bethesda, Maryland	US$1.01億	-US$140萬	9	3.94%	減碼
520	Riverbridge Partners Minneapolis, Minnesota	US$1.01億	-US$179萬	5	1.82%	減碼
521	People's United Financial Bridgeport, Connecticut	US$1億	+US$232萬	10	5.08%	增持
522	Check Capital Management Costa Mesa, California	US$9977萬	+US$567萬	4	8.49%	增持
523	Becker Capital Management Portland, Oregon	US$9956萬	+US$653萬	5	3.88%	增持
524	Oppenheimer & Co New York	US$9918萬	-US$365萬	10	2.7%	減碼
525	Segall Bryant & Hamill Chicago, Illinois	US$9853萬	-US$399萬	5	2.22%	減碼