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	GW&K Investment Management Boston, Massachusetts	US$2.48億	-US$741萬	11	2.32%	減碼
727	Metropolitan Life Insurance Company (MetLife) New York	US$2.48億	-US$432萬	14	11.65%	減碼
728	Hancock Whitney Gulfport, Mississippi	US$2.46億	-US$82.6萬	7	9.14%	減碼
729	AMI Asset Management Los Angeles, California	US$2.46億	-US$185萬	3	13.45%	減碼
730	FJ Investments Salt Lake City, Utah	US$2.46億	+US$2.32億	8	11.68%	新
731	Avenir Corporation Alexandria, Virginia	US$2.46億	-US$1080萬	3	21.24%	減碼
732	JC Joho Capital New York	US$2.45億	-US$1133萬	1	44.42%	減碼
733	Mondrian Investment Partners London, United Kingdom	US$2.45億	-US$5725萬	4	3.87%	減碼
734	Rheos Capital Works Tokyo, Japan	US$2.45億	+US$3665萬	4	13.5%	增持
735	Nellore Capital Management Redwood City, California	US$2.44億	-US$2579萬	4	44.85%	減碼
736	Virtu Financial New York	US$2.44億	+US$6704萬	10	19.28%	增持
737	Lannebo Fonder Stockholm, Sweden	US$2.43億	+US$21.2萬	5	32.13%	增持
738	Meritage Group San Francisco, California	US$2.43億	-US$5133萬	3	5.6%	減碼
739	Caxton Associates (New York) New York	US$2.43億	+US$1.4億	9	12.49%	增持
740	Ninety One North America New York	US$2.42億	-US$2655萬	2	11.83%	減碼
741	Homestead Advisers Arlington, Virginia	US$2.42億	-US$921萬	3	6.18%	減碼
742	Woodline Partners San Francisco, California	US$2.4億	+US$3652萬	8	2.62%	增持
743	Chilton Capital Management Houston, Texas	US$2.4億	-US$265萬	7	12.19%	減碼
744	Washington Trust Westerly, Rhode Island	US$2.4億	-US$51萬	13	9.48%	減碼
745	Capitolis Liquid Global Markets New York	US$2.39億	+US$2.24億	4	9.84%	新
746	Strategy Capital Los Altos, California	US$2.39億	-US$1433萬	2	25.98%	減碼
747	Avantax Advisory Services Dallas, Texas	US$2.39億	+US$1944萬	15	2.37%	增持
748	Patient Capital Management Baltimore, Maryland	US$2.38億	-US$4164萬	3	12.62%	減碼
749	Martingale Asset Management Boston, Massachusetts	US$2.38億	-US$4494萬	9	4.85%	減碼
750	J.L. Bainbridge & Co Sarasota, Florida	US$2.37億	-US$446萬	4	28.98%	減碼