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	Ilmarinen Mutual Pension Insurance Helsinki, Finland	US$2.64億	+US$5715萬	8	4.42%	增持
502	Prio Wealth Limited Partnership Boston, Massachusetts	US$2.62億	-US$437萬	7	11.1%	減碼
503	Zacks Investment Management Chicago, Illinois	US$2.61億	-US$572萬	7	4.9%	減碼
504	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	US$2.61億	+US$1419萬	1	13.57%	增持
505	AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	US$2.6億	-US$5546萬	3	31.12%	減碼
506	Adams Diversified Equity Fund Baltimore, Maryland	US$2.6億	+US$645萬	5	13.39%	增持
507	Bridges Investment Management Omaha, Nebraska	US$2.58億	+US$648萬	7	9.58%	增持
508	Zevenbergen Capital Investments Edmonds, Washington	US$2.57億	-US$2753萬	6	9.52%	減碼
509	Ninety One North America New York	US$2.57億	+US$112萬	6	20.91%	增持
510	RBC Europe London, United Kingdom	US$2.55億	+US$1336萬	14	22.57%	增持
511	Johnson Investment Counsel Cincinnati, Ohio	US$2.53億	+US$574萬	8	4.77%	增持
512	MUFG Americas New York	US$2.52億	-US$172萬	12	6.51%	減碼
513	Cederberg Capital London, United Kingdom	US$2.51億	+US$1232萬	1	35.22%	增持
514	Crestwood Advisors Group Boston, Massachusetts	US$2.51億	-US$161萬	8	9.94%	減碼
515	Rheos Capital Works Tokyo, Japan	US$2.5億	+US$1235萬	3	25.71%	增持
516	WMC Westwood Management Corporation Chicago, Illinois	US$2.49億	-US$379萬	5	29.57%	減碼
517	Origin Asset Management London, United Kingdom	US$2.48億	+US$2879萬	4	20.65%	增持
518	Formuepleje A/S Aarhus C, Denmark	US$2.48億	+US$903萬	5	16.01%	增持
519	Daiwa Securities Group Tokyo, Japan	US$2.47億	+US$622萬	14	2.04%	增持
520	Oppenheimer Asset Management New York	US$2.47億	-US$237萬	18	5.22%	減碼
521	Allstate Corporation Northbrook, Illinois	US$2.45億	-US$1973萬	8	4.44%	減碼
522	BG Bollard Group Boston, Massachusetts	US$2.45億	-US$8.99萬	11	7.94%	減碼
523	Eagle Asset Management St Petersburg, Florida	US$2.45億	-US$419萬	9	1.18%	減碼
524	NM NWI Management New York	US$2.44億	+US$234萬	3	10.01%	增持
525	AKO Capital London, United Kingdom	US$2.44億	+US$4412萬	1	5.24%	增持