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
5326	JCG John C. Goff	US$0	-US$106萬	0	–	已平倉
5327	Kalos Management Alpharetta, Georgia	US$0	-US$235萬	0	–	已平倉
5328	Kayak Investment Partners San Francisco, California	US$0	-US$1366萬	0	–	已平倉
5329	KSCM Key Square Capital Management Stamford, Connecticut	US$0	-US$389萬	0	–	已平倉
5330	Keywise Capital Management (HK) Hong Kong	US$0	-US$112萬	0	–	已平倉
5331	Lake Hills Wealth Management Austin, Texas	US$0	-US$100萬	0	–	已平倉
5332	Lancaster Investment Management London, United Kingdom	US$0	-US$24.4萬	0	–	已平倉
5333	Lyrical Asset Management New York	US$0	-US$2.22億	0	–	已平倉
5334	MPEM Marathon Partners Equity Management New York	US$0	-US$9.8萬	0	–	已平倉
5335	Meteora Capital Boca Raton, Florida	US$0	-US$109萬	0	–	已平倉
5336	Mizuho Securities USA New York	US$0	-US$143萬	0	–	已平倉
5337	MY.Alpha Management HK Advisors Hong Kong	US$0	-US$2244萬	0	–	已平倉
5338	Nan Fung Group Holdings Kai Tak, Hong Kong	US$0	-US$305萬	0	–	已平倉
5339	Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	US$0	-US$2137萬	0	–	已平倉
5340	Nepsis Inc Minneapolis, Minnesota	US$0	-US$1316萬	0	–	已平倉
5341	New South Capital Management Memphis, Tennessee	US$0	-US$21.2萬	0	–	已平倉
5342	Nitorum Capital New York	US$0	-US$1622萬	0	–	已平倉
5343	Nixon Capital Austin, Texas	US$0	-US$669萬	0	–	已平倉
5344	North Peak Capital Management New York	US$0	-US$1.15億	0	–	已平倉
5345	Odey Asset Management Group London, United Kingdom	US$0	-US$53.5萬	0	–	已平倉
5346	OCM Ogborne Capital Management San Francisco, California	US$0	-US$872萬	0	–	已平倉
5347	Orcam Financial Group Encinitas, California	US$0	-US$34萬	0	–	已平倉
5348	Paradice Investment Management Denver, Colorado	US$0	US$0	1	0%	維持不變
5349	Passive Capital Management Baltimore, Maryland	US$0	-US$27.9萬	0	–	已平倉
5350	Peconic Partners New York	US$0	-US$425萬	0	–	已平倉