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	Great Lakes Advisors Chicago, Illinois	US$2.08億	-US$4445萬	7	5.05%	減碼
627	Tairen Capital Hong Kong	US$2.08億	-US$1.67億	2	15.59%	減碼
628	Krane Funds Advisors New York	US$2.08億	-US$4876萬	3	12.45%	減碼
629	Abrams Capital Management Boston, Massachusetts	US$2.08億	US$0	1	6.71%	維持不變
630	Lakewood Capital Management New York	US$2.07億	-US$1.19億	3	8.89%	減碼
631	Clifford Swan Investment Counsel Pasadena, California	US$2.07億	-US$191萬	12	10.63%	減碼
632	Bridgewater Associates Westport, Connecticut	US$2.07億	+US$1.4億	4	3.46%	增持
633	CA Cornerstone Advisors Asheville, North Carolina	US$2.06億	+US$190萬	4	19.25%	增持
634	Motley Fool Wealth Management Alexandria, Virginia	US$2.05億	-US$122萬	4	11.67%	減碼
635	Trillium Asset Management Boston, Massachusetts	US$2.05億	-US$56萬	6	8.75%	減碼
636	Alta Capital Management Salt Lake City, Utah	US$2.04億	-US$744萬	6	7.15%	減碼
637	Aristotle Atlantic Partners Sarasota, Florida	US$2.04億	+US$5142萬	6	19.59%	增持
638	Braun Stacey Associates New York	US$2.03億	+US$308萬	5	11.72%	增持
639	Glenview Capital Management New York	US$2.03億	-US$5984萬	2	5.6%	減碼
640	Investment House LLC Redondo Beach, California	US$2.03億	+US$230萬	8	17.86%	增持
641	MCM McKinley Capital Management Anchorage, Alaska	US$2.03億	-US$1946萬	6	13.83%	減碼
642	Focused Investors Los Angeles, California	US$2.03億	-US$2229萬	1	9.1%	減碼
643	Meyer Handelman Company Rye Brook, New York	US$2.03億	-US$161萬	8	10.8%	減碼
644	Cresset Asset Management Chicago, Illinois	US$2.02億	+US$2935萬	12	4.44%	增持
645	SeaTown Holdings Singapore	US$2.01億	+US$8220萬	5	16.19%	增持
646	Capital Counsel New York	US$2.01億	+US$1062萬	6	14.57%	增持
647	Mirova US Boston, Massachusetts	US$2.01億	+US$2476萬	4	17.48%	增持
648	Salem Investment Counselors Winston Salem, North Carolina	US$2億	-US$71.8萬	14	16.98%	減碼
649	TenCore Partners New York	US$2億	+US$1286萬	4	49.47%	增持
650	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	US$2億	-US$913萬	8	3.99%	減碼