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
726	Gotham Asset Management New York	US$1.32億	-US$3362萬	10	3.67%	減碼
727	Capital Advisors Inc Tulsa, Oklahoma	US$1.32億	+US$641萬	6	7.16%	增持
728	Ingalls & Snyder LLC New York	US$1.32億	+US$639萬	9	8.87%	增持
729	Capital International Los Angeles, California	US$1.31億	-US$445萬	6	14.71%	減碼
730	Cooperman Leon G	US$1.31億	-US$6641萬	3	16.88%	減碼
731	Bridgeway Capital Management Houston, Texas	US$1.31億	-US$1250萬	11	3%	減碼
732	TA Trivest Advisors Hong Kong	US$1.31億	+US$1.14億	1	26.34%	增持
733	Varma Mutual Pension Insurance Co Helsinki, Finland	US$1.3億	+US$353萬	4	3.91%	增持
734	Saturna Capital Bellingham, Washington	US$1.3億	+US$123萬	5	4.2%	增持
735	JCM JS Capital Management New York	US$1.3億	+US$6069萬	3	16.3%	增持
736	AssetMark Inc Concord, California	US$1.29億	-US$722萬	14	1.1%	減碼
737	Gamble Jones Investment Counsel Pasadena, California	US$1.29億	+US$515萬	7	11.89%	增持
738	BPIH Broad Peak Investment Holdings Singapore	US$1.28億	-US$1954萬	1	14.91%	減碼
739	Voloridge Investment Management Jupiter, Florida	US$1.27億	-US$1.33億	10	3.66%	減碼
740	Raymond James Trust St. Petersburg, Florida	US$1.27億	+US$810萬	9	7.52%	增持
741	Aureus Asset Management Boston, Massachusetts	US$1.27億	+US$2983萬	6	17.59%	增持
742	Vaughan David Investments Peoria, Illinois	US$1.27億	-US$310萬	6	5.89%	減碼
743	Louisiana State Employees Retirement System Baton Rouge, Louisiana	US$1.26億	-US$1578萬	12	9.18%	減碼
744	Farr Miller & Washington Washington, District of Columbia	US$1.26億	+US$524萬	6	11.88%	增持
745	Glenview Trust Louisville, Kentucky	US$1.26億	+US$15.4萬	6	8.71%	增持
746	World Asset Management Detroit, Michigan	US$1.26億	-US$9597萬	12	11.12%	減碼
747	IP Interval Partners New York	US$1.25億	+US$7679萬	3	9.63%	增持
748	ArchPoint Investors Coral Gables, Florida	US$1.25億	-US$6665萬	4	49.26%	減碼
749	CPWM LLC Seattle, Washington	US$1.24億	+US$291萬	7	18.18%	增持
750	QCI Asset Management Pittsford, New York	US$1.24億	+US$2013萬	7	12.1%	增持