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	Select Equity Group New York	US$2.76億	-US$1940萬	3	0.97%	減碼
727	Eastern Bank Boston, Massachusetts	US$2.75億	-US$772萬	6	11.45%	減碼
728	JC Joho Capital New York	US$2.74億	US$0	1	38.03%	維持不變
729	TCIM TOMS Capital Investment Management New York	US$2.74億	+US$1.28億	2	11.47%	增持
730	TPG GP A Fort Worth, Texas	US$2.74億	-US$1.15億	3	5.25%	減碼
731	Investment House LLC Redondo Beach, California	US$2.72億	+US$3153萬	9	16%	增持
732	Banque Cantonale Vaudoise Lausanne, Switzerland	US$2.71億	+US$728萬	22	10.6%	增持
733	Kinetic Partners Management Miami, Florida	US$2.68億	-US$8070萬	4	18.68%	減碼
734	Styrax Capital New York	US$2.68億	US$0	2	19.25%	維持不變
735	Senator Investment Group New York	US$2.68億	-US$1848萬	3	12.18%	減碼
736	Sculptor Capital New York	US$2.68億	-US$1.17億	2	5.21%	減碼
737	Washington Trust Westerly, Rhode Island	US$2.66億	-US$92.7萬	13	9.79%	減碼
738	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	US$2.66億	-US$2047萬	7	13.23%	減碼
739	GMT Capital Atlanta, Georgia	US$2.65億	-US$1078萬	4	10.43%	減碼
740	KCM Investment Advisors Greenbrae, California	US$2.65億	+US$186萬	6	9.78%	增持
741	Vinva Investment Management Sydney, Australia	US$2.65億	+US$1703萬	12	14.86%	增持
742	Avenir Corporation Alexandria, Virginia	US$2.65億	-US$1502萬	3	22.64%	減碼
743	Nellore Capital Management Redwood City, California	US$2.64億	-US$1508萬	4	40.72%	減碼
744	Chesley Taft & Associates Chicago, Illinois	US$2.63億	+US$95萬	6	13.46%	增持
745	J.L. Bainbridge & Co Sarasota, Florida	US$2.62億	-US$223萬	4	27.92%	減碼
746	Ariel Investments Chicago, Illinois	US$2.62億	+US$828萬	4	2.58%	增持
747	Integrated Wealth Concepts Waltham, Massachusetts	US$2.61億	+US$1348萬	18	3.78%	增持
748	ExodusPoint Capital Management New York	US$2.61億	-US$5791萬	18	1.99%	減碼
749	Chartwell Investment Partners Berywn, Pennsylvania	US$2.61億	+US$249萬	10	9.01%	增持
750	HC Henshaw Capital Woburn, Massachusetts	US$2.6億	+US$46.2萬	6	12.19%	增持