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	Chesley Taft & Associates Chicago, Illinois	US$2.94億	+US$52.2萬	6	14.76%	增持
727	Formuepleje A/S Aarhus C, Denmark	US$2.94億	+US$4034萬	4	16.26%	增持
728	HC Henshaw Capital Woburn, Massachusetts	US$2.92億	-US$3.07萬	6	13.17%	減碼
729	JC Joho Capital New York	US$2.91億	US$0	1	41.21%	維持不變
730	Bowie Capital Management Richardson, Texas	US$2.91億	+US$4779萬	3	17.8%	增持
731	Covea Finance Paris, France	US$2.91億	+US$2342萬	3	13.34%	增持
732	KCM Investment Advisors Greenbrae, California	US$2.91億	-US$28.3萬	6	10.44%	減碼
733	Martingale Asset Management Boston, Massachusetts	US$2.91億	-US$2087萬	10	6.29%	減碼
734	J.L. Bainbridge & Co Sarasota, Florida	US$2.9億	-US$9.28萬	4	28.78%	減碼
735	Platinum Investment Management Sydney Australia 2000, Australia	US$2.89億	+US$1.11億	7	11.69%	增持
736	Meiji Yasuda Asset Management Tokyo, Japan	US$2.88億	+US$921萬	13	11.72%	增持
737	Harvard Management Company Boston, Massachusetts	US$2.88億	-US$3.18億	1	17.35%	減碼
738	Nellore Capital Management Redwood City, California	US$2.86億	-US$195萬	4	43.13%	減碼
739	Styrax Capital New York	US$2.86億	US$0	2	21.86%	維持不變
740	Avalon Trust Santa Fe, New Mexico	US$2.84億	-US$94.3萬	7	22.5%	減碼
741	Patient Capital Management Baltimore, Maryland	US$2.84億	+US$485萬	3	15.08%	增持
742	Perigon Wealth Management San Francisco, California	US$2.83億	-US$255萬	17	8.21%	減碼
743	Martin Currie Edinburgh, United Kingdom	US$2.83億	-US$4886萬	3	10.16%	減碼
744	Davidson Investment Advisors Great Falls, Montana	US$2.83億	-US$552萬	5	14.58%	減碼
745	Washington Trust Westerly, Rhode Island	US$2.83億	-US$722萬	13	10.36%	減碼
746	NorthCrest Asset Manangement Plymouth, Minnesota	US$2.83億	+US$409萬	8	9.39%	增持
747	Argent Trust Co Nashville, Tennessee	US$2.83億	+US$569萬	8	12.45%	增持
748	Alta Capital Management Salt Lake City, Utah	US$2.83億	+US$842萬	4	17.77%	增持
749	Ninety One North America New York	US$2.82億	-US$3780萬	2	14.24%	減碼
750	ARGA Investment Management Stamford, Connecticut	US$2.82億	+US$2525萬	1	9.89%	增持