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	NM Nokota Management New York	US$1.89億	+US$1.31億	3	6.09%	增持
527	RIM Redpoint Investment Management Sydney, NSW, Australia	US$1.89億	+US$898萬	12	11.03%	增持
528	WMC Westwood Management Corporation Chicago, Illinois	US$1.89億	-US$461萬	5	29.94%	減碼
529	Stockbridge Partners Boston, Massachusetts	US$1.88億	+US$5174萬	1	8.49%	增持
530	British Airways Pensions Investment Management London, United Kingdom	US$1.87億	+US$411萬	6	8.03%	增持
531	RA Rovida Advisors Fort Lauderdale, Florida	US$1.85億	+US$3295萬	2	15.33%	增持
532	GAM Holding Zurich, Switzerland	US$1.82億	-US$709萬	13	9.22%	減碼
533	DCP Darsana Capital Partners New York	US$1.81億	-US$2676萬	1	7.58%	減碼
534	Harvard Management Company Boston, Massachusetts	US$1.8億	+US$4573萬	2	37.84%	增持
535	SC SRB Corp Boston, Massachusetts	US$1.79億	+US$28.6萬	3	19%	增持
536	Bartlett & Co Wealth Management Cincinnati, Ohio	US$1.79億	-US$76.6萬	10	7.61%	減碼
537	Bartlett & Co Cincinnati, Ohio	US$1.79億	-US$76.6萬	10	7.62%	減碼
538	Castleark Management Chicago, Illinois	US$1.79億	+US$1551萬	5	7.61%	增持
539	Douglass Winthrop Advisors New York	US$1.78億	+US$499萬	7	8.86%	增持
540	Brighton Jones LLC Seattle, Washington	US$1.78億	+US$462萬	8	25.69%	增持
541	Credit Agricole Montrouge Cedex, France	US$1.77億	+US$2865萬	9	10.05%	增持
542	American National Insurance Galveston, Texas	US$1.77億	+US$107萬	7	10.35%	增持
543	Moody National Bank Trust Division Galveston, Texas	US$1.77億	+US$384萬	11	5.03%	增持
544	Fairpointe Capital Chicago, Illinois	US$1.76億	-US$3051萬	4	6.06%	減碼
545	Honeywell International Charlotte, North Carolina	US$1.76億	+US$1439萬	4	11.62%	增持
546	Avalon Investment & Advisory Houston, Texas	US$1.74億	+US$3693萬	9	4.49%	增持
547	Cannell & Co New York	US$1.73億	-US$1088萬	7	7.59%	減碼
548	Montag & Caldwell Atlanta, Georgia	US$1.73億	-US$3350萬	4	9.45%	減碼
549	PCM Prime Capital Management Hong Kong	US$1.73億	+US$4162萬	1	47.59%	增持
550	Daiwa Securities Group Tokyo, Japan	US$1.72億	-US$1239萬	12	1.65%	減碼