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
651	Synovus Financial Columbus, Georgia	US$1.37億	+US$391萬	13	2.32%	增持
652	TCTC Holdings Dallas, Texas	US$1.37億	+US$101萬	6	7.27%	增持
653	New Silk Road Investment Singapore	US$1.36億	-US$122萬	1	63.86%	減碼
654	Ithaka Group Arlington, Virginia	US$1.36億	+US$2506萬	4	22.86%	增持
655	JMH J.M. Hartwell New York	US$1.36億	+US$1760萬	5	25.42%	增持
656	Cambridge Trust Cambridge, Massachusetts	US$1.35億	-US$94.8萬	7	8.61%	減碼
657	Impax Asset Management Portsmouth, New Hampshire	US$1.34億	-US$526萬	7	7.73%	減碼
658	Capital International Inc Los Angeles, California	US$1.34億	-US$1924萬	7	19.35%	減碼
659	Criterion Capital Management San Francisco, California	US$1.34億	-US$1.1億	5	9.27%	減碼
660	Oakbrook Investments Lisle, Illinois	US$1.32億	+US$499萬	10	8.19%	增持
661	Northeast Investment Management Boston, Massachusetts	US$1.31億	-US$319萬	8	11.62%	減碼
662	General American Investors New York	US$1.31億	+US$519萬	5	12.45%	增持
663	Pinnacle Associates New York	US$1.31億	+US$357萬	14	2.57%	增持
664	Avalon Investment & Advisory Houston, Texas	US$1.3億	-US$1934萬	7	4.02%	減碼
665	UG Investment Advisers Taipei, Taiwan	US$1.3億	-US$4796萬	1	75.26%	減碼
666	Scout Investments Kansas City, Missouri	US$1.3億	+US$2260萬	1	3.12%	增持
667	SCM Somerset Capital Management London, United Kingdom	US$1.3億	-US$483萬	1	27.16%	減碼
668	ARK Investment Management St. Petersburg, Florida	US$1.29億	+US$873萬	6	6.41%	增持
669	SCM Suffolk Capital Management New York	US$1.28億	-US$551萬	7	18.17%	減碼
670	Nine Masts Capital Central, Hong Kong	US$1.28億	-US$2800萬	2	19.59%	減碼
671	Cincinnati Financial Corp Fairfield, Ohio	US$1.28億	+US$133萬	2	5.57%	增持
672	Close Asset Management London, United Kingdom	US$1.28億	+US$109萬	10	10.32%	增持
673	Investment House LLC Redondo Beach, California	US$1.27億	-US$242萬	8	15.45%	減碼
674	Nippon Life Global Investors Americas New York	US$1.27億	-US$295萬	4	10.42%	減碼
675	BBVA USA Bancshares Houston, Texas	US$1.26億	-US$153萬	8	8.15%	減碼