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	Chilton Investment Company Stamford, Connecticut	US$2.94億	-US$220萬	4	7.25%	減碼
627	Disciplined Growth Investors Minneapolis, Minnesota	US$2.93億	-US$465萬	4	5.81%	減碼
628	Cetera Investment Advisers Schaumburg, Illinois	US$2.93億	+US$4.17萬	18	4.66%	增持
629	Salem Investment Counselors Winston Salem, North Carolina	US$2.92億	+US$160萬	18	15.96%	增持
630	Mizuho Securities Tokyo, Japan	US$2.91億	-US$451萬	10	84.49%	減碼
631	CK Cohen Klingenstein New York	US$2.91億	-US$768萬	8	12.71%	減碼
632	Northeast Investment Management Boston, Massachusetts	US$2.89億	-US$408萬	8	15.46%	減碼
633	Cannell & Spears New York	US$2.89億	+US$1075萬	9	20.91%	增持
634	KG Funds Management New York	US$2.88億	-US$278萬	4	33.69%	減碼
635	HRT Financial New York	US$2.87億	+US$1.05億	12	1.75%	增持
636	AH Equity Partners III (Parallel) Menlo Park, California	US$2.86億	-US$7578萬	1	99.24%	減碼
637	Black Creek Investment Management Toronto, Ontario, Canada	US$2.85億	-US$5667萬	1	8.26%	減碼
638	BAM Barrett Asset Management New York	US$2.84億	-US$1423萬	9	13.03%	減碼
639	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	US$2.82億	-US$314萬	6	15.14%	減碼
640	EP Wealth Advisors Torrance, California	US$2.81億	+US$488萬	12	7.71%	增持
641	Saturna Capital Bellingham, Washington	US$2.81億	+US$15.5萬	5	5.64%	增持
642	Bailard Foster City, California	US$2.81億	+US$117萬	10	9.59%	增持
643	Spire Wealth Management Mclean, Virginia	US$2.8億	+US$404萬	25	7.42%	增持
644	Atria Investments Charlotte, North Carolina	US$2.8億	+US$1838萬	11	5.05%	增持
645	Stephens Inc Little Rock, Arkansas	US$2.79億	-US$2368萬	11	4.32%	減碼
646	CA Cornerstone Advisors Asheville, North Carolina	US$2.78億	+US$11.9萬	4	16.15%	增持
647	PEAK6 Investments Chicago, Illinois	US$2.78億	+US$2.15億	18	0.62%	增持
648	Crawford Investment Counsel Atlanta, Georgia	US$2.78億	+US$84.2萬	6	5.67%	增持
649	Avalon Investment & Advisory Houston, Texas	US$2.78億	+US$858萬	8	6.43%	增持
650	Cooperman Leon G	US$2.77億	US$0	4	14.7%	維持不變