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	Kestra Private Wealth Services Austin, Texas	US$2.28億	+US$2485萬	17	7.18%	增持
727	Weitz Investment Management Omaha, Nebraska	US$2.28億	-US$1087萬	4	12.56%	減碼
728	Harvard Management Company Boston, Massachusetts	US$2.28億	-US$8702萬	1	25.69%	減碼
729	LMR Partners London, United Kingdom	US$2.27億	+US$8067萬	10	2.56%	增持
730	Homestead Advisers Arlington, Virginia	US$2.26億	-US$5155萬	2	6.27%	減碼
731	SCM Steadfast Capital Management New York	US$2.25億	+US$1.36億	2	6.04%	增持
732	Eastern Bank Boston, Massachusetts	US$2.25億	-US$246萬	6	11.17%	減碼
733	Advisory Services Network Atlanta, Georgia	US$2.23億	+US$1306萬	15	6%	增持
734	PGGM Investments Zeist, Netherlands	US$2.23億	+US$1940萬	8	3.84%	增持
735	Quantinno Capital Management New York	US$2.21億	+US$4761萬	17	10.07%	增持
736	Bain Capital Public Equity Management II Boston, Massachusetts	US$2.21億	+US$8963萬	2	10.64%	增持
737	WesBanco Bank Wheeling, West Virginia	US$2.21億	+US$328萬	10	9.64%	增持
738	Prime Capital Investment Advisors Overland Park, Kansas	US$2.21億	+US$401萬	11	4.52%	增持
739	Freestone Capital Holdings Seattle, Washington	US$2.2億	-US$835萬	10	11.66%	減碼
740	Maj Invest Holding A/S Copenhagen K, Denmark	US$2.2億	-US$1209萬	1	5.86%	減碼
741	JC Joho Capital New York	US$2.2億	+US$1287萬	2	49.42%	增持
742	Metropolitan Life Insurance Company (MetLife) New York	US$2.19億	-US$1146萬	16	11.4%	減碼
743	WMC Westwood Management Corporation Chicago, Illinois	US$2.18億	-US$2247萬	5	31.39%	減碼
744	SeaTown Holdings Singapore	US$2.18億	+US$1.07億	3	17.73%	增持
745	GAM Holding Zurich, Switzerland	US$2.18億	-US$721萬	11	16.07%	減碼
746	GW&K Investment Management Boston, Massachusetts	US$2.17億	-US$518萬	12	2.18%	減碼
747	HS Management Partners New York	US$2.17億	+US$2382萬	2	10.31%	增持
748	Lannebo Fonder Stockholm, Sweden	US$2.17億	US$0	5	32.17%	維持不變
749	Avenir Corporation Alexandria, Virginia	US$2.16億	-US$175萬	3	20.19%	減碼
750	AMI Asset Management Los Angeles, California	US$2.16億	-US$1248萬	3	13.36%	減碼