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	Voleon Capital Management Berkeley, California	US$2.13億	-US$2238萬	5	34.27%	減碼
527	Great Lakes Advisors Chicago, Illinois	US$2.11億	-US$2346萬	8	4.7%	減碼
528	Driehaus Capital Management Chicago, Illinois	US$2.11億	+US$2500萬	9	7.92%	增持
529	Confluence Investment Management St. Louis, Missouri	US$2.09億	-US$1069萬	7	3.53%	減碼
530	Brighton Jones LLC Seattle, Washington	US$2.09億	-US$114萬	9	25.25%	減碼
531	SC SRB Corp Boston, Massachusetts	US$2.08億	+US$27.9萬	3	19.61%	增持
532	MUFG Americas New York	US$2.08億	-US$1223萬	13	5.98%	減碼
533	Moody National Bank Trust Division Galveston, Texas	US$2.08億	+US$95萬	12	5.71%	增持
534	American National Insurance Galveston, Texas	US$2.06億	US$0	7	10.84%	維持不變
535	Hexavest Montreal, Quebec, Canada	US$2.06億	-US$3007萬	3	2.61%	減碼
536	Tredje AP-fonden Se-111 91 Stockholm, Sweden	US$2.06億	+US$969萬	11	10.67%	增持
537	Bartlett & Co Wealth Management Cincinnati, Ohio	US$2.06億	-US$78.3萬	11	7.88%	減碼
538	Bartlett & Co Cincinnati, Ohio	US$2.06億	-US$78.3萬	11	7.89%	減碼
539	MML Investors Services Springfield, Massachusetts	US$2.06億	+US$1238萬	17	3.18%	增持
540	Johnson Investment Counsel Cincinnati, Ohio	US$2.05億	-US$3484萬	10	4.39%	減碼
541	DCP Darsana Capital Partners New York	US$2.05億	US$0	1	7.69%	維持不變
542	Newport Asia San Francisco, California	US$2.05億	-US$335萬	1	47.4%	減碼
543	Bridges Investment Management Omaha, Nebraska	US$2.04億	+US$881萬	8	8.33%	增持
544	Allstate Corporation Northbrook, Illinois	US$2.03億	+US$1324萬	9	5.48%	增持
545	Krane Funds Advisors New York	US$2.03億	+US$1111萬	3	11.97%	增持
546	Avalon Investment & Advisory Houston, Texas	US$2.02億	-US$44.8萬	9	4.59%	減碼
547	Inverness Counsel New York	US$2.02億	+US$269萬	5	10.99%	增持
548	Clal Insurance Tel-Aviv, Israel	US$2.02億	+US$7511萬	3	4.94%	增持
549	Cannell & Co New York	US$2.02億	+US$220萬	7	7.8%	增持
550	Frontier Capital Management Boston, Massachusetts	US$2億	-US$1666萬	3	1.42%	減碼