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	Weitz Investment Management Omaha, Nebraska	US$1.97億	+US$3185萬	5	8.12%	增持
502	Profund Advisors Bethesda, Maryland	US$1.96億	+US$845萬	12	8.16%	增持
503	Truist Financial Charlotte, North Carolina	US$1.96億	-US$189萬	11	3.8%	減碼
504	Veritas Investment Management London, United Kingdom	US$1.95億	-US$227萬	5	26.4%	減碼
505	Prio Wealth Limited Partnership Boston, Massachusetts	US$1.94億	-US$318萬	6	9.51%	減碼
506	Kayne Anderson Rudnick Investment Management Los Angeles, California	US$1.94億	-US$1312萬	6	1.75%	減碼
507	Oppenheimer & Co New York	US$1.94億	+US$543萬	14	5.19%	增持
508	Fiduciary Trust Boston, Massachusetts	US$1.92億	-US$162萬	8	5.9%	減碼
509	Securian Asset Management St Paul, Minnesota	US$1.91億	+US$123萬	11	4.96%	增持
510	People's United Financial Bridgeport, Connecticut	US$1.91億	-US$153萬	9	6.39%	減碼
511	Focused Investors Los Angeles, California	US$1.9億	-US$555萬	2	8.07%	減碼
512	Oppenheimer Asset Management New York	US$1.9億	-US$593萬	14	4.94%	減碼
513	Intermede Investment Partners London, United Kingdom	US$1.89億	-US$87.8萬	3	17.29%	減碼
514	Brahman Capital New York	US$1.87億	+US$7319萬	1	6.36%	增持
515	Jana Partners New York	US$1.86億	-US$1.09億	2	3.81%	減碼
516	Gofen & Glossberg Chicago, Illinois	US$1.86億	+US$339萬	7	6.89%	增持
517	Segall Bryant & Hamill Chicago, Illinois	US$1.85億	+US$72.6萬	8	4.3%	增持
518	Welch & Forbes Boston, Massachusetts	US$1.85億	-US$567萬	8	4.86%	減碼
519	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	US$1.84億	+US$1001萬	15	1.32%	增持
520	Johnson Investment Counsel Cincinnati, Ohio	US$1.82億	+US$930萬	9	4.82%	增持
521	Adams Diversified Equity Fund Baltimore, Maryland	US$1.81億	-US$376萬	6	9.85%	減碼
522	R.H. Bluestein & Co Birmingham, Michigan	US$1.8億	-US$953萬	6	9.87%	減碼
523	Driehaus Capital Management Chicago, Illinois	US$1.8億	-US$3151萬	6	7%	減碼
524	Madison Investment Holdings Madison, Wisconsin	US$1.79億	-US$818萬	5	3.21%	減碼
525	PineBridge Investments New York	US$1.79億	+US$2299萬	11	4.31%	增持