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	Mizuho Markets Cayman Grand Cayman, Cayman Islands	US$2.29億	+US$1.55億	4	37.54%	增持
627	Cincinnati Financial Corp Fairfield, Ohio	US$2.28億	-US$167萬	2	6.96%	減碼
628	BAM Barrett Asset Management New York	US$2.28億	-US$52.3萬	8	13.43%	減碼
629	Baupost Group Boston, Massachusetts	US$2.27億	-US$9170萬	1	2.46%	減碼
630	RG Riverstone Group Richmond, Virginia	US$2.26億	US$0	1	43.96%	維持不變
631	Investment House LLC Redondo Beach, California	US$2.25億	+US$155萬	9	17.62%	增持
632	Hancock Whitney Gulfport, Mississippi	US$2.24億	-US$223萬	9	8.27%	減碼
633	Montag & Caldwell Atlanta, Georgia	US$2.24億	-US$1895萬	5	13.6%	減碼
634	SQN Investors Menlo Park, California	US$2.22億	-US$1080萬	2	15.47%	減碼
635	Aristotle Atlantic Partners Sarasota, Florida	US$2.21億	+US$243萬	6	19.49%	增持
636	Great Lakes Advisors Chicago, Illinois	US$2.2億	+US$118萬	7	4.67%	增持
637	Castleark Management Chicago, Illinois	US$2.19億	-US$9718萬	6	8.59%	減碼
638	Lannebo Fonder Stockholm, Sweden	US$2.19億	+US$2225萬	6	31.15%	增持
639	Busey Bank Urbana, Illinois	US$2.18億	-US$905萬	7	13.92%	減碼
640	TenCore Partners New York	US$2.18億	-US$516萬	4	48.08%	減碼
641	Salem Investment Counselors Winston Salem, North Carolina	US$2.18億	+US$61.2萬	14	16.64%	增持
642	WCM Investment Management Laguna Beach, California	US$2.17億	+US$1080萬	3	0.76%	增持
643	BPIH Broad Peak Investment Holdings Singapore	US$2.16億	US$0	1	14.95%	維持不變
644	CPWM LLC Seattle, Washington	US$2.15億	+US$50.7萬	9	22.64%	增持
645	Braun Stacey Associates New York	US$2.15億	-US$228萬	5	11.5%	減碼
646	Coldstream Capital Management Bellevue, Washington	US$2.15億	-US$295萬	7	17.9%	減碼
647	Abrams Capital Management Boston, Massachusetts	US$2.15億	US$0	1	6.78%	維持不變
648	Gotham Asset Management New York	US$2.14億	-US$2957萬	11	6.87%	減碼
649	Clifford Swan Investment Counsel Pasadena, California	US$2.13億	-US$264萬	12	10.23%	減碼
650	Cannell & Spears New York	US$2.12億	-US$79.3萬	7	20.23%	減碼