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
626	JFB Holdings Corp Atlanta, Georgia	US$9381萬	-US$260萬	1	2.92%	減碼
627	Voloridge Investment Management Jupiter, Florida	US$9366萬	-US$1.62億	3	2.68%	減碼
628	JC Joho Capital New York	US$9320萬	-US$1647萬	2	25.37%	減碼
629	Disciplined Growth Investors Minneapolis, Minnesota	US$9310萬	+US$124萬	1	2.34%	增持
630	Southpoint Capital Advisors New York	US$9303萬	+US$5412萬	1	4.97%	增持
631	Washington Trust Westerly, Rhode Island	US$9234萬	-US$119萬	8	6.24%	減碼
632	Weitz Investment Management Omaha, Nebraska	US$9233萬	+US$257萬	4	3.4%	增持
633	GLG LLC New York	US$9230萬	-US$1195萬	8	6.94%	減碼
634	Louisiana State Employees Retirement System Baton Rouge, Louisiana	US$9203萬	-US$212萬	10	4.84%	減碼
635	Shelton Capital Management Denver, Colorado	US$9195萬	+US$1003萬	9	8.1%	增持
636	Kayne Anderson Rudnick Investment Management Los Angeles, California	US$9194萬	+US$1615萬	6	1.39%	增持
637	Barings Charlotte, North Carolina	US$9186萬	-US$1170萬	10	2.37%	減碼
638	Conning Inc Hartford, Connecticut	US$9144萬	-US$384萬	8	3.78%	減碼
639	KCM Kingstown Capital Management New York	US$9135萬	US$0	1	10.36%	維持不變
640	CPIM Columbia Partners Investment Management Alexandria, Virginia	US$9130萬	-US$1354萬	8	6.78%	減碼
641	PC PM Capital Sydney, Australia	US$9097萬	-US$208萬	2	15.25%	減碼
642	Cambridge Trust Cambridge, Massachusetts	US$9091萬	+US$456萬	6	6.96%	增持
643	TCM Tekne Capital Management New York	US$9078萬	+US$633萬	3	24.58%	增持
644	R.H. Bluestein & Co Birmingham, Michigan	US$9075萬	-US$228萬	5	6.95%	減碼
645	Synovus Financial Columbus, Georgia	US$9029萬	+US$611萬	10	2.08%	增持
646	WestEnd Advisors Charlotte, North Carolina	US$9029萬	-US$349萬	1	4.79%	減碼
647	SC SRB Corp Boston, Massachusetts	US$8991萬	+US$6,254	2	13.77%	增持
648	Logan Capital Management Newtown Square, Pennsylvania	US$8981萬	-US$493萬	6	7.58%	減碼
649	Zweig-DiMenna Associates New York	US$8967萬	-US$783萬	3	9.16%	減碼
650	Castleark Management Chicago, Illinois	US$8955萬	-US$2491萬	5	2.86%	減碼