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
701	PCM Palestra Capital Management New York	US$5576萬	+US$1488萬	1	4.87%	增持
702	Douglass Winthrop Advisors New York	US$5562萬	-US$1512萬	5	4.96%	減碼
703	TGI Tradewinds Global Investors Los Angeles, California	US$5558萬	+US$499萬	1	2.26%	增持
704	EC Everest Capital Miami, Florida	US$5557萬	-US$423萬	1	8.56%	減碼
705	Avenir Corporation Alexandria, Virginia	US$5513萬	-US$59.2萬	1	4.17%	減碼
706	Hikari Tsushin Inc Tokyo, Japan	US$5509萬	-US$25.9萬	3	10.16%	減碼
707	Farr Miller & Washington Washington, District of Columbia	US$5488萬	+US$206萬	4	6.39%	增持
708	Davidson Kempner Capital Management New York	US$5477萬	-US$385萬	1	1.02%	減碼
709	Jag Capital Management St Louis, Missouri	US$5455萬	-US$515萬	6	10.02%	減碼
710	Clal Insurance Tel-Aviv, Israel	US$5448萬	+US$5546萬	1	1.3%	新
711	CAM Contour Asset Management New York	US$5438萬	+US$736萬	2	3.14%	增持
712	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	US$5403萬	+US$882萬	10	1.67%	增持
713	New Mountain Vantage Advisers New York	US$5397萬	+US$646萬	1	2.34%	增持
714	Mogy Joel R Investment Counsel Beverly Hills, California	US$5390萬	-US$29.7萬	5	10.21%	減碼
715	Braun Stacey Associates New York	US$5356萬	-US$340萬	3	3.26%	減碼
716	Nippon Life Insurance Tokyo, Japan	US$5354萬	-US$199萬	7	1.31%	減碼
717	Estabrook Capital Management New York	US$5337萬	-US$241萬	5	5.88%	減碼
718	Osborne Partners Capital Management San Francisco, California	US$5321萬	+US$4.02萬	5	6.44%	增持
719	Shelton Capital Management Denver, Colorado	US$5320萬	+US$1048萬	8	6.2%	增持
720	Ferguson Wellman Capital Management Portland, Oregon	US$5315萬	-US$355萬	5	2.14%	減碼
721	Jane Street New York	US$5298萬	+US$1184萬	9	0.4%	增持
722	Glenview Trust Louisville, Kentucky	US$5265萬	+US$5395萬	5	5.61%	新
723	Palladium Partners Norfolk, Virginia	US$5247萬	-US$960萬	4	4.55%	減碼
724	Ascend Capital Orinda, California	US$5214萬	-US$6067萬	1	2%	減碼
725	Salem Investment Counselors Winston Salem, North Carolina	US$5198萬	+US$85.6萬	6	6.19%	增持