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
551	MC Maplelane Capital New York	US$1.34億	-US$3680萬	5	7.04%	減碼
552	BAMCO Inc New York	US$1.33億	+US$940萬	5	0.62%	增持
553	Artemis Investment Management Edinburgh, United Kingdom	US$1.33億	+US$475萬	4	3.33%	增持
554	MUFG Americas New York	US$1.33億	-US$433萬	12	4.78%	減碼
555	Cincinnati Insurance Fairfield, Ohio	US$1.31億	US$0	2	4.79%	維持不變
556	Bartlett & Co Cincinnati, Ohio	US$1.31億	+US$224萬	9	6.78%	增持
557	Birch Hill Investment Advisors Boston, Massachusetts	US$1.31億	-US$539萬	6	13.66%	減碼
558	Picton Mahoney Asset Management Toronto, Ontario, Canada	US$1.31億	+US$2606萬	4	7.81%	增持
559	Oppenheimer & Co New York	US$1.3億	+US$1535萬	11	3.88%	增持
560	Miller Howard Investments Kingston, New York	US$1.3億	-US$1339萬	1	2.34%	減碼
561	Riverbridge Partners Minneapolis, Minnesota	US$1.29億	-US$1215萬	4	2.65%	減碼
562	Haverford Trust Company Radnor, Pennsylvania	US$1.28億	-US$30.8萬	6	3.44%	減碼
563	ACR Alpine Capital Research St. Louis, Missouri	US$1.27億	-US$164萬	1	12.66%	減碼
564	MICM Matthews International Capital Management San Francisco, California	US$1.26億	-US$1800萬	1	5.63%	減碼
565	Gotham Asset Management New York	US$1.26億	+US$3558萬	8	1.36%	增持
566	DVI Deccan Value Investors Greenwich, Connecticut	US$1.25億	US$0	1	16.37%	維持不變
567	Meyer Handelman Company Rye Brook, New York	US$1.25億	+US$618萬	6	5.93%	增持
568	Swiss Life Asset Management Zurich,	US$1.25億	+US$207萬	7	5.56%	增持
569	Bridgewater Associates Westport, Connecticut	US$1.25億	+US$2410萬	7	1.62%	增持
570	Advisors Asset Management Monument, Colorado	US$1.23億	+US$3051萬	12	1.95%	增持
571	Brighton Jones LLC Seattle, Washington	US$1.23億	+US$4.45萬	6	23.99%	增持
572	Capital International Inc Los Angeles, California	US$1.2億	+US$2662萬	8	10.68%	增持
573	O'Shaughnessy Asset Management Stamford, Connecticut	US$1.2億	-US$884萬	3	2.97%	減碼
574	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	US$1.2億	+US$7794萬	10	2.53%	增持
575	Samlyn Capital New York	US$1.2億	+US$1705萬	1	2.48%	增持