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	LGT Capital Partners Pfaeffikon, Switzerland	US$2.18億	+US$1484萬	4	16.04%	增持
527	Moody National Bank Trust Division Galveston, Texas	US$2.15億	-US$202萬	7	6.09%	減碼
528	Johnson Investment Counsel Cincinnati, Ohio	US$2.14億	+US$408萬	8	4.44%	增持
529	RBC Europe London, United Kingdom	US$2.14億	+US$859萬	14	21.4%	增持
530	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	US$2.14億	+US$1.18億	4	1.63%	增持
531	American National Insurance Galveston, Texas	US$2.13億	-US$137萬	7	11.38%	減碼
532	Construction & Building Unions Superannuation Fund Melbourne, Australia	US$2.13億	+US$2151萬	4	25.62%	增持
533	Clal Insurance Tel-Aviv, Israel	US$2.13億	+US$842萬	4	4.89%	增持
534	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	US$2.12億	+US$3661萬	10	10.08%	增持
535	Bartlett & Co Wealth Management Cincinnati, Ohio	US$2.12億	-US$212萬	11	7.9%	減碼
536	Bartlett & Co Cincinnati, Ohio	US$2.12億	-US$212萬	11	7.9%	減碼
537	Sound Shore Management Greenwich, Connecticut	US$2.1億	-US$6563萬	2	4.08%	減碼
538	HP Hound Partners New York	US$2.1億	-US$7537萬	2	10.27%	減碼
539	Inverness Counsel New York	US$2.1億	-US$143萬	5	10.72%	減碼
540	Great Lakes Advisors Chicago, Illinois	US$2.08億	-US$684萬	8	4.54%	減碼
541	Riverbridge Partners Minneapolis, Minnesota	US$2.07億	-US$24.5萬	5	3.91%	減碼
542	Cannell & Co New York	US$2.06億	-US$374萬	7	7.81%	減碼
543	Personal Capital Advisors Redwood City, California	US$2.05億	+US$1352萬	8	2.09%	增持
544	Castleark Management Chicago, Illinois	US$2.05億	-US$2382萬	7	7.86%	減碼
545	Dorsal Capital Management Redwood City, California	US$2.04億	-US$7687萬	1	11.3%	減碼
546	World Asset Management Detroit, Michigan	US$2.04億	+US$468萬	14	9.96%	增持
547	D.A. Davidson & Co Great Falls, Montana	US$2.03億	-US$4671萬	13	3.78%	減碼
548	AAM Ardevora Asset Management London, United Kingdom	US$2.01億	+US$2001萬	6	4.91%	增持
549	Bridgeway Capital Management Houston, Texas	US$2億	-US$7186萬	11	2.56%	減碼
550	Fullerton Fund Management Singapore	US$2億	+US$1690萬	2	67.07%	增持