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
526	Baupost Group Boston, Massachusetts	US$7917萬	US$0	1	2.26%	維持不變
527	Cohen & Steers New York	US$7895萬	-US$5470萬	4	0.25%	減碼
528	Boston Private Bank & Trust Boston, Massachusetts	US$7889萬	-US$119萬	9	4.38%	減碼
529	Conatus Capital Management Greenwich, Connecticut	US$7868萬	-US$8651萬	1	3.32%	減碼
530	American National Insurance Galveston, Texas	US$7864萬	-US$41.8萬	6	5.61%	減碼
531	ALA Atherton Lane Advisers Menlo Park, California	US$7855萬	+US$2100萬	7	5.38%	增持
532	Timber Hill Greenwich, Connecticut	US$7833萬	+US$4858萬	7	0.28%	增持
533	Zweig-DiMenna Associates New York	US$7820萬	-US$726萬	3	3.17%	減碼
534	Onex Canada Asset Management Toronto, Ontario, Canada	US$7781萬	+US$2959萬	2	4.9%	增持
535	Valiant Capital Management San Francisco, California	US$7686萬	US$0	1	6.6%	維持不變
536	Cannell & Spears New York	US$7685萬	-US$876萬	4	10.01%	減碼
537	Colrain Capital Boston, Massachusetts	US$7657萬	-US$1081萬	4	5.71%	減碼
538	Jupiter Asset Management London, United Kingdom	US$7650萬	+US$164萬	5	3.37%	增持
539	ZWJ Investment Counsel Atlanta, Georgia	US$7617萬	+US$1129萬	6	9.78%	增持
540	Cullen/Frost Bankers San Antonio, Texas	US$7593萬	-US$1146萬	7	3.72%	減碼
541	CAM Centre Asset Management New York	US$7583萬	-US$1045萬	6	12.05%	減碼
542	Ivory Investment Management New York	US$7552萬	+US$6273萬	4	3.58%	增持
543	Braun Stacey Associates New York	US$7548萬	-US$277萬	5	4.64%	減碼
544	Winton Capital Management London, United Kingdom	US$7516萬	-US$710萬	5	0.91%	減碼
545	Vaughan David Investments Peoria, Illinois	US$7509萬	+US$118萬	3	5.22%	增持
546	Numeric Investors Boston, Massachusetts	US$7508萬	-US$290萬	4	1.39%	減碼
547	LMCG Investments Boston, Massachusetts	US$7476萬	-US$394萬	8	1.81%	減碼
548	Clifford Swan Investment Counsel Pasadena, California	US$7420萬	+US$108萬	5	5.92%	增持
549	Bank of Nova Scotia Toronto, Ontario, Canada	US$7419萬	-US$1.78億	6	0.38%	減碼
550	Congress Asset Management Boston, Massachusetts	US$7366萬	-US$7202萬	4	2.06%	減碼