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	Brighton Jones LLC Seattle, Washington	US$2.39億	+US$2133萬	9	27.89%	增持
502	Tredje AP-fonden Se-111 91 Stockholm, Sweden	US$2.34億	-US$135萬	11	11.17%	減碼
503	Bloom Tree Partners New York	US$2.32億	+US$3399萬	4	22.1%	增持
504	Confluence Investment Management St. Louis, Missouri	US$2.31億	-US$102萬	7	3.6%	減碼
505	Crestwood Advisors Group Boston, Massachusetts	US$2.31億	-US$56.9萬	8	10.14%	減碼
506	MUFG Americas New York	US$2.31億	+US$103萬	12	6.41%	增持
507	Adams Diversified Equity Fund Baltimore, Maryland	US$2.3億	-US$483萬	5	12.28%	減碼
508	Bridges Investment Management Omaha, Nebraska	US$2.3億	+US$274萬	8	8.78%	增持
509	Oppenheimer Asset Management New York	US$2.29億	-US$2681萬	18	5.08%	減碼
510	Meag Munich Ergo Munich, Germany	US$2.28億	+US$8131萬	12	11.76%	增持
511	SVB Wealth Boston, Massachusetts	US$2.27億	-US$874萬	8	4.53%	減碼
512	Brilliance Asset Management Admiralty, Hong Kong, Hong Kong	US$2.27億	+US$9777萬	1	55.67%	增持
513	Eagle Asset Management St Petersburg, Florida	US$2.27億	-US$3968萬	9	1.17%	減碼
514	Fullerton Fund Management Singapore	US$2.27億	+US$2907萬	3	69.07%	增持
515	People's United Financial Bridgeport, Connecticut	US$2.26億	-US$1959萬	12	6.44%	減碼
516	WMC Westwood Management Corporation Chicago, Illinois	US$2.26億	-US$159萬	5	29.96%	減碼
517	Personal Capital Advisors Redwood City, California	US$2.26億	+US$1790萬	10	2.16%	增持
518	Johnson Investment Counsel Cincinnati, Ohio	US$2.26億	-US$64萬	8	4.5%	減碼
519	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	US$2.24億	+US$2.17億	1	11.22%	新
520	Southeastern Asset Management Memphis, Tennessee	US$2.23億	-US$2370萬	1	3.88%	減碼
521	Clal Insurance Tel-Aviv, Israel	US$2.21億	-US$330萬	4	5.38%	減碼
522	RBC Europe London, United Kingdom	US$2.2億	+US$843萬	14	21.79%	增持
523	RIM Redpoint Investment Management Sydney, NSW, Australia	US$2.2億	-US$168萬	12	11.64%	減碼
524	Sound Shore Management Greenwich, Connecticut	US$2.2億	-US$799萬	2	4.56%	減碼
525	NM NWI Management New York	US$2.19億	+US$8389萬	4	13.67%	增持