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	Capital Counsel New York	US$2.72億	+US$40萬	6	15.14%	增持
627	Trillium Asset Management Boston, Massachusetts	US$2.71億	+US$1902萬	6	8.57%	增持
628	Great Lakes Advisors Chicago, Illinois	US$2.69億	+US$2469萬	7	4.35%	增持
629	GAM Holding Zurich, Switzerland	US$2.69億	+US$920萬	9	12.49%	增持
630	Oakmont Corp Los Angeles, California	US$2.69億	US$0	4	23.6%	維持不變
631	KG Funds Management New York	US$2.68億	+US$3548萬	4	31.17%	增持
632	Davidson Kempner Capital Management New York	US$2.68億	-US$7357萬	4	2.67%	減碼
633	TenCore Partners New York	US$2.67億	+US$109萬	4	47.65%	增持
634	Disciplined Growth Investors Minneapolis, Minnesota	US$2.66億	+US$1363萬	2	5.39%	增持
635	Center Lake Capital Management West Palm Beach, Florida	US$2.65億	+US$1.35億	8	49.09%	增持
636	Cresset Asset Management Chicago, Illinois	US$2.64億	+US$2111萬	15	4.17%	增持
637	Athanor Capital New York	US$2.64億	-US$1.46億	11	6.11%	減碼
638	TRG Investments Richmond, Virginia	US$2.62億	-US$1.49億	1	100%	減碼
639	Smith Group Asset Management Dallas, Texas	US$2.62億	-US$1393萬	5	13.87%	減碼
640	Motley Fool Wealth Management Alexandria, Virginia	US$2.6億	+US$4.39萬	4	11.69%	增持
641	Northeast Investment Management Boston, Massachusetts	US$2.57億	-US$403萬	8	15.18%	減碼
642	CK Cohen Klingenstein New York	US$2.57億	+US$4055萬	8	11.84%	增持
643	Lakewood Capital Management New York	US$2.56億	+US$5359萬	2	10.85%	增持
644	BAM Barrett Asset Management New York	US$2.55億	-US$260萬	9	12.69%	減碼
645	Busey Bank Urbana, Illinois	US$2.55億	+US$871萬	7	12.81%	增持
646	Cincinnati Financial Corp Fairfield, Ohio	US$2.55億	US$0	2	6.62%	維持不變
647	GW&K Investment Management Boston, Massachusetts	US$2.54億	+US$1061萬	4	2.34%	增持
648	Clifford Swan Investment Counsel Pasadena, California	US$2.52億	+US$158萬	12	10.35%	增持
649	Platinum Investment Management Sydney Australia 2000, Australia	US$2.5億	-US$3077萬	7	5.59%	減碼
650	Salem Investment Counselors Winston Salem, North Carolina	US$2.5億	+US$269萬	15	15.28%	增持