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	Bartlett & Co Cincinnati, Ohio	US$2.06億	-US$295萬	10	7.74%	減碼
552	MCM McKinley Capital Management Anchorage, Alaska	US$2.06億	-US$678萬	7	13.06%	減碼
553	TP Tesuji Partners Fort Lee, New Jersey	US$2.05億	US$0	1	11.88%	維持不變
554	NA Neuburgh Advisers Los Angeles, California	US$2.04億	-US$557萬	9	6.57%	減碼
555	Newbrook Capital Advisors New York	US$2.02億	-US$1.12億	3	14.88%	減碼
556	SC SRB Corp Boston, Massachusetts	US$2.02億	US$0	3	20.09%	維持不變
557	World Asset Management Detroit, Michigan	US$2.01億	-US$129萬	14	9.46%	減碼
558	Douglass Winthrop Advisors New York	US$2.01億	-US$1996萬	7	8.86%	減碼
559	Columbus Hill Capital Management Short Hills, New Jersey	US$2億	+US$7323萬	3	12.22%	增持
560	Ninety One North America New York	US$2億	-US$8643萬	8	17.14%	減碼
561	Dana Investment Advisors Waukesha, Wisconsin	US$2億	+US$3528萬	8	8.16%	增持
562	Riverbridge Partners Minneapolis, Minnesota	US$2億	-US$2792萬	5	3.34%	減碼
563	Parallax Volatility Advisers San Francisco, California	US$1.99億	+US$1552萬	17	0.24%	增持
564	RA Rovida Advisors Fort Lauderdale, Florida	US$1.99億	+US$527萬	2	14.52%	增持
565	Inverness Counsel New York	US$1.98億	+US$48.3萬	5	10.43%	增持
566	Birch Hill Investment Advisors Boston, Massachusetts	US$1.97億	-US$1389萬	6	14.39%	減碼
567	Tredje AP-fonden Se-111 91 Stockholm, Sweden	US$1.97億	-US$2358萬	9	9.47%	減碼
568	MUFG Americas New York	US$1.96億	+US$7.85萬	11	5.63%	增持
569	Miller Value Partners Sarasota, Florida	US$1.96億	-US$1362萬	4	6.32%	減碼
570	Castleark Management Chicago, Illinois	US$1.95億	-US$2598萬	7	5.61%	減碼
571	Honeywell International Charlotte, North Carolina	US$1.95億	-US$56.3萬	4	11.07%	減碼
572	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	US$1.94億	+US$2556萬	7	2.75%	增持
573	Foresters Investment Management New York	US$1.94億	+US$4908萬	9	3.06%	增持
574	Sentry Investment Management Stevens Point, Wisconsin	US$1.93億	+US$284萬	10	11.77%	增持
575	RBC Europe London, United Kingdom	US$1.92億	-US$69.7萬	16	21.33%	減碼