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	Coldstream Capital Management Bellevue, Washington	US$2.5億	-US$3663萬	8	9.72%	減碼
602	Matrix Capital Management Company Portsmouth, New Hampshire	US$2.49億	+US$3915萬	1	5.64%	增持
603	Meyer Handelman Company Rye Brook, New York	US$2.47億	+US$374萬	7	10.6%	增持
604	JC Joho Capital New York	US$2.45億	-US$3655萬	2	56.1%	減碼
605	Bridgewater Associates Westport, Connecticut	US$2.45億	-US$6.82億	16	1.04%	減碼
606	New Mexico Educational Retirement Board Santa Fe, New Mexico	US$2.45億	-US$1322萬	12	11.8%	減碼
607	GAM Holding Zurich, Switzerland	US$2.44億	-US$7539萬	10	16.26%	減碼
608	Gates Foundation Trust Kirkland, Washington	US$2.43億	US$0	1	1.37%	維持不變
609	Clifford Swan Investment Counsel Pasadena, California	US$2.42億	+US$352萬	13	10.48%	增持
610	HHLR Advisors Grand Cayman, Cayman Islands	US$2.4億	+US$2.04億	4	5.15%	增持
611	Schonfeld Strategic Advisors New York	US$2.4億	+US$1238萬	17	2.33%	增持
612	Saturna Capital Bellingham, Washington	US$2.4億	+US$17萬	5	5.68%	增持
613	RWWM Inc Rocklin, California	US$2.4億	-US$9049萬	3	31.92%	減碼
614	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	US$2.39億	+US$1179萬	5	14.16%	增持
615	Salem Investment Counselors Winston Salem, North Carolina	US$2.39億	+US$488萬	22	10.88%	增持
616	Cannell & Spears New York	US$2.38億	-US$1274萬	9	21.44%	減碼
617	Greenwoods Asset Management (HK) Hong Kong	US$2.38億	+US$4837萬	3	10.59%	增持
618	Select Equity Group New York	US$2.38億	+US$3447萬	2	0.76%	增持
619	Capitolis Advisors New York	US$2.37億	-US$1.01億	4	12.41%	減碼
620	Stock Yards Bank & Trust Louisville, Kentucky	US$2.36億	+US$9995萬	8	9.73%	增持
621	Inverness Counsel New York	US$2.36億	-US$829萬	7	13.24%	減碼
622	River Road Asset Management Louisville, Kentucky	US$2.34億	-US$3793萬	3	3.28%	減碼
623	Nippon Life Global Investors Americas New York	US$2.33億	-US$320萬	4	15.09%	減碼
624	Covington Capital Management Los Angeles, California	US$2.33億	+US$4656萬	17	9.45%	增持
625	Madison Asset Management Madison, Wisconsin	US$2.32億	+US$6052萬	7	3.63%	增持