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
576	La Financiere de L'Echiquier Paris, France	US$2.08億	-US$3073萬	5	24.59%	減碼
577	Hexavest Montreal, Quebec, Canada	US$2.07億	-US$398萬	5	2.52%	減碼
578	Cooperman Leon G	US$2.06億	+US$671萬	3	10.97%	增持
579	Birch Hill Investment Advisors Boston, Massachusetts	US$2.05億	+US$185萬	6	13.56%	增持
580	Antipodes Partners Royal Exchange, Australia	US$2.05億	-US$190萬	2	9.24%	減碼
581	Steward Partners Investment Advisory New York	US$2.04億	+US$98.2萬	20	6.04%	增持
582	BOK Financial Tulsa, Oklahoma	US$2.02億	-US$99.3萬	10	4.56%	減碼
583	DCP Darsana Capital Partners New York	US$2.01億	-US$7743萬	1	6.84%	減碼
584	Weiss Multi-Strategy Advisers New York	US$2億	+US$1.02億	7	3.26%	增持
585	Marathon Trading Investment Management Radnor, Pennsylvania	US$1.99億	+US$1.74億	5	13.43%	增持
586	Crake Asset Management London, United Kingdom	US$1.99億	+US$1.89億	3	40.23%	新
587	Argent Capital Management St Louis, Missouri	US$1.99億	-US$294萬	4	6.81%	減碼
588	Intermede Investment Partners London, United Kingdom	US$1.98億	+US$294萬	2	10.04%	增持
589	Bloom Tree Partners New York	US$1.98億	-US$6296萬	4	16.64%	減碼
590	SQN Investors Menlo Park, California	US$1.98億	+US$5792萬	2	18.23%	增持
591	Tredje AP-fonden Se-111 91 Stockholm, Sweden	US$1.97億	-US$5387萬	11	9.98%	減碼
592	Wafra Inc New York	US$1.97億	+US$3984萬	4	12.08%	增持
593	HMI Capital Management San Francisco, California	US$1.97億	US$0	1	15.69%	維持不變
594	Nomura Holdings Tokyo, Japan	US$1.96億	-US$3.7億	13	0.73%	減碼
595	Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	US$1.95億	+US$1401萬	9	14.36%	增持
596	Regal Partners Sydney, NSW, Australia	US$1.94億	+US$853萬	1	15.33%	增持
597	AIA Investment Management Singapore	US$1.94億	+US$2061萬	8	40.57%	增持
598	Synovus Financial Columbus, Georgia	US$1.94億	+US$295萬	18	2.64%	增持
599	Disciplined Growth Investors Minneapolis, Minnesota	US$1.93億	+US$575萬	2	3.18%	增持
600	Taconic Capital Advisors New York	US$1.93億	-US$4471萬	2	7.8%	減碼