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	Intermede Investment Partners London, United Kingdom	US$1.98億	+US$536萬	3	15.69%	增持
552	Martin Currie Edinburgh, United Kingdom	US$1.98億	+US$372萬	4	13.85%	增持
553	Pacer Advisors Malvern, Pennsylvania	US$1.98億	+US$2755萬	11	8.96%	增持
554	Ferguson Wellman Capital Management Portland, Oregon	US$1.98億	+US$180萬	7	6.92%	增持
555	Daiwa Securities Group Tokyo, Japan	US$1.97億	+US$1820萬	13	1.55%	增持
556	Great Lakes Advisors Chicago, Illinois	US$1.96億	-US$2440萬	9	4.59%	減碼
557	Tredje AP-fonden Se-111 91 Stockholm, Sweden	US$1.95億	-US$2192萬	8	6.78%	減碼
558	QS Investors New York	US$1.94億	-US$1479萬	16	1.92%	減碼
559	Fir Tree Capital Management New York	US$1.94億	-US$2960萬	2	8.65%	減碼
560	Coronation Fund Managers Cape Town, South Africa	US$1.94億	+US$2584萬	4	7.56%	增持
561	CAM Contour Asset Management New York	US$1.93億	+US$3480萬	3	7.97%	增持
562	Cramer Rosenthal McGlynn Stamford, Connecticut	US$1.93億	-US$147萬	3	3.46%	減碼
563	Cannell & Co New York	US$1.93億	-US$58.9萬	7	7.21%	減碼
564	Brighton Jones LLC Seattle, Washington	US$1.93億	-US$84.3萬	8	24.81%	減碼
565	Castleark Management Chicago, Illinois	US$1.93億	-US$2040萬	10	5.93%	減碼
566	TP Tesuji Partners Fort Lee, New Jersey	US$1.93億	US$0	1	10.75%	維持不變
567	RIM Redpoint Investment Management Sydney, NSW, Australia	US$1.92億	+US$140萬	12	10.42%	增持
568	American National Insurance Galveston, Texas	US$1.91億	US$0	7	9.46%	維持不變
569	Broad Run Investment Management Arlington, Virginia	US$1.91億	-US$4993萬	2	6.49%	減碼
570	Cornerstone Investment Partners Atlanta, Georgia	US$1.9億	-US$811萬	5	8.6%	減碼
571	Dragoneer Investment Group San Francisco, California	US$1.89億	-US$1084萬	2	16.56%	減碼
572	NA Neuburgh Advisers Los Angeles, California	US$1.87億	-US$960萬	9	6.24%	減碼
573	Bartlett & Co Wealth Management Cincinnati, Ohio	US$1.87億	-US$320萬	10	7.59%	減碼
574	Bartlett & Co Cincinnati, Ohio	US$1.87億	-US$320萬	10	7.59%	減碼
575	Birch Hill Investment Advisors Boston, Massachusetts	US$1.86億	-US$452萬	6	14.79%	減碼