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
751	Eminence Capital New York	US$2.37億	-US$3094萬	2	3.56%	減碼
752	Becker Capital Management Portland, Oregon	US$2.36億	-US$150萬	6	8.53%	減碼
753	Banque Cantonale Vaudoise Lausanne, Switzerland	US$2.36億	-US$622萬	21	10.23%	減碼
754	Capital International Los Angeles, California	US$2.35億	+US$451萬	5	12.05%	增持
755	APG Asset Management US New York	US$2.35億	+US$2.24億	9	1.44%	新
756	EARNEST Partners Atlanta, Georgia	US$2.34億	+US$1777萬	6	1.17%	增持
757	Two Sigma Securities New York	US$2.34億	-US$3131萬	19	2.26%	減碼
758	KCM Investment Advisors Greenbrae, California	US$2.34億	-US$408萬	6	9.31%	減碼
759	Chesley Taft & Associates Chicago, Illinois	US$2.34億	+US$596萬	6	13.11%	增持
760	Sit Investment Associates Minneapolis, Minnesota	US$2.31億	-US$1119萬	7	5.67%	減碼
761	Davidson Investment Advisors Great Falls, Montana	US$2.31億	+US$6.94萬	5	13.24%	增持
762	HC Henshaw Capital Woburn, Massachusetts	US$2.3億	US$0	5	11.95%	維持不變
763	Styrax Capital New York	US$2.3億	+US$1071萬	2	21.19%	增持
764	Chartwell Investment Partners Berywn, Pennsylvania	US$2.3億	-US$589萬	10	8.06%	減碼
765	Covea Finance Paris, France	US$2.3億	+US$555萬	3	11.19%	增持
766	NorthCrest Asset Manangement Plymouth, Minnesota	US$2.29億	-US$77.2萬	9	8.67%	減碼
767	Fort Pitt Capital Group Pittsburgh, Pennsylvania	US$2.29億	+US$1788萬	6	7.52%	增持
768	Cypress Funds Los Angeles, California	US$2.29億	+US$421萬	2	26.57%	增持
769	Meiji Yasuda Asset Management Tokyo, Japan	US$2.28億	+US$1346萬	12	10.27%	增持
770	YCG LLC Austin, Texas	US$2.27億	-US$557萬	3	18.82%	減碼
771	Weitz Investment Management Omaha, Nebraska	US$2.27億	-US$2227萬	4	11.96%	減碼
772	Ariel Investments Chicago, Illinois	US$2.27億	-US$7221萬	3	2.26%	減碼
773	Delta Global Management New York	US$2.27億	+US$2.05億	5	34.78%	新
774	HS Management Partners New York	US$2.26億	-US$1653萬	2	10.46%	減碼
775	ZWJ Investment Counsel Atlanta, Georgia	US$2.26億	-US$611萬	8	11.61%	減碼