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	Advisor Group Phoenix, Arizona	US$2.03億	-US$46.8萬	23	2.79%	減碼
527	Prio Wealth Limited Partnership Boston, Massachusetts	US$2.03億	-US$1239萬	7	10.09%	減碼
528	MIS Morningstar Investment Services Chicago, Illinois	US$2.02億	+US$1741萬	5	3.93%	增持
529	Altimeter Capital Management Boston, Massachusetts	US$2.02億	+US$1580萬	7	10%	增持
530	Varma Mutual Pension Insurance Co Helsinki, Finland	US$2.01億	+US$5144萬	4	3.03%	增持
531	Mizuho Securities USA New York	US$2億	+US$1.92億	4	12.49%	增持
532	Cincinnati Insurance Fairfield, Ohio	US$2億	+US$133萬	2	6.03%	增持
533	Whittier Trust South Pasadena, California	US$2億	+US$236萬	15	6.71%	增持
534	CI Global Investments Oakland, California	US$1.99億	-US$3.25億	3	3.43%	減碼
535	NA Newport Asia San Francisco, California	US$1.99億	-US$480萬	1	30.8%	減碼
536	NWQ Investment Management Company Los Angeles, California	US$1.99億	-US$243萬	3	3.21%	減碼
537	Great Lakes Advisors Chicago, Illinois	US$1.97億	-US$4242萬	9	4.7%	減碼
538	RA Rovida Advisors Fort Lauderdale, Florida	US$1.97億	+US$2961萬	2	18.46%	增持
539	Walleye Trading New York	US$1.96億	+US$7847萬	16	1.13%	增持
540	WMC Westwood Management Corporation Chicago, Illinois	US$1.96億	-US$42.4萬	5	28.1%	減碼
541	DF Dent & Co Baltimore, Maryland	US$1.94億	+US$1047萬	5	4.5%	增持
542	QS Investors New York	US$1.94億	+US$393萬	15	1.99%	增持
543	Frontier Capital Management Boston, Massachusetts	US$1.94億	+US$874萬	4	1.41%	增持
544	Cramer Rosenthal McGlynn Stamford, Connecticut	US$1.93億	+US$3123萬	4	3.16%	增持
545	Cornerstone Investment Partners Atlanta, Georgia	US$1.93億	-US$4200萬	5	8.43%	減碼
546	TIAA FSB Jacksonville, Florida	US$1.92億	-US$801萬	8	1.1%	減碼
547	Castleark Management Chicago, Illinois	US$1.91億	-US$2250萬	9	6.06%	減碼
548	Confluence Investment Management St. Louis, Missouri	US$1.91億	+US$2859萬	4	3.53%	增持
549	Trilogy Global Advisors Winter Park, Florida	US$1.91億	-US$8685萬	1	17.6%	減碼
550	D.A. Davidson & Co Great Falls, Montana	US$1.9億	+US$228萬	13	3.93%	增持