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	Oppenheimer Asset Management New York	US$2.29億	+US$149萬	14	5.61%	增持
502	Weitz Investment Management Omaha, Nebraska	US$2.29億	+US$287萬	6	9.75%	增持
503	Voloridge Investment Management Jupiter, Florida	US$2.29億	-US$7645萬	6	6.13%	減碼
504	Gofen & Glossberg Chicago, Illinois	US$2.29億	+US$60.3萬	7	8.48%	增持
505	People's United Financial Bridgeport, Connecticut	US$2.29億	-US$638萬	15	5.87%	減碼
506	GVI Green Valley Investors Wilmington, Delaware	US$2.29億	-US$1482萬	1	10.71%	減碼
507	Taconic Capital Advisors New York	US$2.28億	-US$1122萬	2	14.12%	減碼
508	Carillon Tower Advisers St. Petersburg, Florida	US$2.28億	+US$7396萬	7	1.8%	增持
509	PFM Health Sciences San Francisco, California	US$2.27億	-US$3937萬	4	3.56%	減碼
510	New Mexico Educational Retirement Board Santa Fe, New Mexico	US$2.27億	-US$782萬	11	8.92%	減碼
511	Adams Diversified Equity Fund Baltimore, Maryland	US$2.27億	-US$1438萬	5	12.08%	減碼
512	Crossmark Global Holdings Houston, Texas	US$2.25億	-US$1427萬	13	6.04%	減碼
513	TIAA FSB Jacksonville, Florida	US$2.23億	+US$1604萬	9	1.23%	增持
514	Johnson Investment Counsel Cincinnati, Ohio	US$2.23億	+US$357萬	10	5.46%	增持
515	HS Management Partners New York	US$2.23億	-US$2311萬	2	6.79%	減碼
516	Hexavest Montreal, Quebec, Canada	US$2.22億	-US$2億	5	2.87%	減碼
517	Altimeter Capital Management Boston, Massachusetts	US$2.22億	-US$896萬	6	10.45%	減碼
518	Advisor Group Phoenix, Arizona	US$2.21億	-US$42.8萬	24	3.04%	減碼
519	Montag & Caldwell Atlanta, Georgia	US$2.2億	-US$1.07億	4	8.77%	減碼
520	DF Dent & Co Baltimore, Maryland	US$2.2億	+US$165萬	6	4.95%	增持
521	SCGE Management Menlo Park, California	US$2.19億	+US$1817萬	3	22.55%	增持
522	Menora Mivtachim Holdings Ramat Gan, Israel	US$2.19億	-US$101萬	6	6.2%	減碼
523	Banco Santander Madrid, Spain	US$2.18億	-US$1454萬	9	2.54%	減碼
524	Varma Mutual Pension Insurance Co Helsinki, Finland	US$2.18億	+US$194萬	4	5.17%	增持
525	Driehaus Capital Management Chicago, Illinois	US$2.17億	+US$3029萬	8	7.33%	增持