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
601	Squarepoint New York	US$2.43億	+US$8747萬	17	3.28%	增持
602	NS Partners London, United Kingdom	US$2.43億	-US$2039萬	5	16%	減碼
603	Cambiar Investors Denver, Colorado	US$2.41億	-US$1964萬	4	10.99%	減碼
604	SC Serenity Capital Palo Alto, California	US$2.41億	-US$5006萬	1	44.28%	減碼
605	Nippon Life Global Investors Americas New York	US$2.4億	-US$78.1萬	3	15.83%	減碼
606	GAM Holding Zurich, Switzerland	US$2.4億	-US$9214萬	12	14.44%	減碼
607	TimesSquare Capital Management New York	US$2.39億	+US$5486萬	4	2.23%	增持
608	Kentucky Retirement Systems Frankfort, Kentucky	US$2.38億	+US$1198萬	10	14.68%	增持
609	Wealthfront Advisers Palo Alto, California	US$2.37億	-US$272萬	9	1.7%	減碼
610	Mercer Global Advisors Denver, Colorado	US$2.36億	+US$2267萬	15	3.55%	增持
611	Confluence Investment Management St. Louis, Missouri	US$2.36億	-US$5766萬	7	3.84%	減碼
612	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	US$2.36億	-US$177萬	8	3.62%	減碼
613	Northeast Investment Management Boston, Massachusetts	US$2.34億	+US$145萬	8	15.58%	增持
614	HMI Capital Management San Francisco, California	US$2.34億	-US$305萬	1	9.7%	減碼
615	Penserra Capital Management Orinda, California	US$2.34億	+US$5622萬	19	8.9%	增持
616	Newbrook Capital Advisors New York	US$2.34億	-US$1.86億	2	16.27%	減碼
617	Motley Fool Wealth Management Alexandria, Virginia	US$2.33億	+US$479萬	4	12.14%	增持
618	AssetMark Inc Concord, California	US$2.33億	+US$7467萬	12	1.5%	增持
619	Cresset Asset Management Chicago, Illinois	US$2.33億	+US$1696萬	14	4.35%	增持
620	CM Conifer Management New York	US$2.32億	-US$1.11億	2	16.22%	減碼
621	TA Trivest Advisors Hong Kong	US$2.32億	+US$8371萬	2	35.52%	增持
622	Cambridge Trust Cambridge, Massachusetts	US$2.31億	-US$1208萬	7	11.92%	減碼
623	NAYA Capital Management (UK) London, United Kingdom	US$2.3億	-US$4960萬	1	15.61%	減碼
624	Letko, Brosseau & Associates Montreal, Quebec, Canada	US$2.3億	-US$360萬	7	3.58%	減碼
625	Harvard Management Company Boston, Massachusetts	US$2.29億	+US$1.42億	1	12.62%	增持