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	MAI Marble Arch Investments New York	US$1億	+US$1億	1	7.05%	新
702	Stack Financial Management Whitefish, Montana	US$1億	-US$132萬	3	10.43%	減碼
703	HLC Hunt Lane Capital New York	US$1億	+US$5505萬	2	18.19%	增持
704	BTP Bloom Tree Partners New York	US$1億	-US$85.7萬	2	11.08%	減碼
705	Pinnacle Associates New York	US$1億	+US$676萬	11	1.92%	增持
706	OI Oakbrook Investments Lisle, Illinois	US$9922萬	-US$175萬	10	6.58%	減碼
707	Crawford Investment Counsel Atlanta, Georgia	US$9893萬	-US$318萬	6	3.4%	減碼
708	Logan Capital Management Newtown Square, Pennsylvania	US$9805萬	+US$28.5萬	6	7.32%	增持
709	General American Investors New York	US$9636萬	+US$914萬	4	9.76%	增持
710	Formuepleje A/S Aarhus C, Denmark	US$9575萬	+US$267萬	4	9.98%	增持
711	GLG LLC New York	US$9572萬	+US$932萬	8	5.88%	增持
712	Equity Investment Corp Atlanta, Georgia	US$9558萬	-US$922萬	1	3.27%	減碼
713	GCM Glynn Capital Management Menlo Park, California	US$9484萬	-US$457萬	4	25.51%	減碼
714	Chesley Taft & Associates Chicago, Illinois	US$9476萬	-US$26.8萬	6	8.56%	減碼
715	3CP 3G Capital Partners New York	US$9454萬	-US$1965萬	1	7.61%	減碼
716	RCM Riverhead Capital Management Wilmington, Delaware	US$9451萬	+US$938萬	12	4.69%	增持
717	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	US$9450萬	+US$2375萬	7	4.66%	增持
718	Curi RMB Capital Chicago, Illinois	US$9398萬	+US$2329萬	6	2.69%	增持
719	Westchester Capital Management (New York) Valhalla, New York	US$9385萬	-US$1331萬	1	2.81%	減碼
720	Oaktree Capital Management Los Angeles, California	US$9287萬	+US$50.9萬	2	1.52%	增持
721	Natixis Investment Managers International Paris, France	US$9284萬	+US$678萬	10	8.1%	增持
722	Jupiter Asset Management London, United Kingdom	US$9255萬	+US$3153萬	3	3.21%	增持
723	Salem Investment Counselors Winston Salem, North Carolina	US$9239萬	+US$1020萬	12	10.71%	增持
724	MI Markston International White Plains, New York	US$9234萬	-US$209萬	7	9%	減碼
725	Cookson Peirce & Co Pittsburgh, Pennsylvania	US$9234萬	+US$1610萬	4	10.41%	增持