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	Banco Santander Madrid, Spain	US$2.42億	+US$77.8萬	8	2.76%	增持
502	MRG Milestone Resources Group Road Town Tortola, British Virgin Islands	US$2.41億	+US$416萬	2	20.03%	增持
503	Kayne Anderson Rudnick Investment Management Los Angeles, California	US$2.41億	-US$322萬	6	1.41%	減碼
504	Johnson Investment Counsel Cincinnati, Ohio	US$2.41億	-US$949萬	10	5.36%	減碼
505	Whittier Trust South Pasadena, California	US$2.41億	+US$117萬	15	7.52%	增持
506	Crossmark Global Holdings Houston, Texas	US$2.4億	-US$1268萬	13	6.1%	減碼
507	MC Maplelane Capital New York	US$2.4億	-US$2.23億	7	7.98%	減碼
508	DCP Darsana Capital Partners New York	US$2.39億	-US$5990萬	1	7.48%	減碼
509	Fairpointe Capital Chicago, Illinois	US$2.37億	-US$6699萬	4	6.1%	減碼
510	Prio Wealth Limited Partnership Boston, Massachusetts	US$2.37億	-US$140萬	7	10.78%	減碼
511	Arrowgrass Capital Partners (US) Dover, Delaware	US$2.36億	+US$6148萬	4	7.28%	增持
512	Morningstar Investment Services Chicago, Illinois	US$2.36億	-US$48.9萬	5	4.25%	減碼
513	Great Lakes Advisors Chicago, Illinois	US$2.36億	+US$1388萬	9	5.2%	增持
514	Welch & Forbes Boston, Massachusetts	US$2.35億	-US$281萬	10	5.61%	減碼
515	Harvest Fund Management Beijing, China	US$2.35億	-US$793萬	9	40.38%	減碼
516	Zacks Investment Management Chicago, Illinois	US$2.35億	-US$863萬	8	4.9%	減碼
517	WMC Westwood Management Corporation Chicago, Illinois	US$2.34億	-US$224萬	5	28.81%	減碼
518	AIA International Hong Kong	US$2.34億	+US$1203萬	1	68.17%	增持
519	Montag & Caldwell Atlanta, Georgia	US$2.34億	-US$1206萬	4	9.11%	減碼
520	TAM Tiverton Asset Management Wilimington, Delaware	US$2.33億	+US$869萬	11	11.46%	增持
521	HHR Asset Management Berkeley Heights, New Jersey	US$2.33億	-US$1698萬	3	13.45%	減碼
522	Cincinnati Insurance Fairfield, Ohio	US$2.32億	US$0	2	6.5%	維持不變
523	Elliott Management New York	US$2.3億	-US$4393萬	2	1.01%	減碼
524	Daiwa Securities Group Tokyo, Japan	US$2.29億	+US$219萬	13	1.92%	增持
525	D.A. Davidson & Co Great Falls, Montana	US$2.28億	+US$243萬	15	4.06%	增持