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	Logan Capital Management Newtown Square, Pennsylvania	US$1.45億	-US$109萬	6	7.94%	減碼
702	Ossiam Paris, France	US$1.45億	-US$1628萬	7	11.06%	減碼
703	Beutel, Goodman & Co Toronto, Ontario, Canada	US$1.45億	+US$2373萬	2	0.83%	增持
704	Simplex Trading Chicago, Illinois	US$1.45億	+US$4480萬	16	0.32%	增持
705	Seizert Capital Partners Birmingham, Michigan	US$1.45億	-US$879萬	4	7.2%	減碼
706	Paloma Partners Greenwich, Connecticut	US$1.44億	+US$3762萬	19	2.17%	增持
707	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	US$1.44億	+US$84.3萬	5	5.35%	增持
708	Tremblant Capital Group West Palm Beach, Florida	US$1.43億	+US$1782萬	1	7.14%	增持
709	Peregrine Capital Management Minneapolis, Minnesota	US$1.43億	+US$594萬	4	3.64%	增持
710	LCM Lomas Capital Management New York	US$1.43億	+US$1097萬	2	14.06%	增持
711	GPCM Greenbrier Partners Capital Management Dallas, Texas	US$1.43億	-US$332萬	4	21.82%	減碼
712	Citizens Financial Group Providence, Rhode Island	US$1.42億	+US$12.1萬	13	9.5%	增持
713	Deccan Value Investors Greenwich, Connecticut	US$1.42億	+US$348萬	1	11.59%	增持
714	CK Cohen Klingenstein New York	US$1.41億	-US$234萬	8	8.22%	減碼
715	Zweig-DiMenna Associates New York	US$1.41億	-US$4294萬	7	14.08%	減碼
716	FDx Advisors Chicago, Illinois	US$1.41億	+US$4117萬	9	7.78%	增持
717	AMI Asset Management Los Angeles, California	US$1.4億	-US$295萬	2	6.91%	減碼
718	Covington Capital Management Los Angeles, California	US$1.4億	+US$159萬	13	7.36%	增持
719	Owl Creek Asset Management New York	US$1.4億	+US$6373萬	2	7.37%	增持
720	NWQ Investment Management Company Los Angeles, California	US$1.39億	+US$1913萬	4	3.47%	增持
721	Capstone Investment Advisors New York	US$1.39億	+US$7051萬	10	0.75%	增持
722	Lannebo Fonder Stockholm, Sweden	US$1.39億	+US$177萬	6	36.79%	增持
723	ArchPoint Investors Coral Gables, Florida	US$1.39億	+US$2305萬	5	42.41%	增持
724	Madison Asset Management Madison, Wisconsin	US$1.39億	+US$1.33億	5	2.13%	新
725	MC Maplelane Capital New York	US$1.38億	-US$1.29億	5	3.74%	減碼