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
801	Gotham Asset Management New York	US$2.12億	+US$1332萬	16	6.83%	增持
802	Meritage Portfolio Management Overland Park, Kansas	US$2.12億	+US$193萬	7	12%	增持
803	Tran Capital Management San Rafael, California	US$2.11億	+US$139萬	3	16.91%	增持
804	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	US$2.11億	+US$56.2萬	7	13.84%	增持
805	Optimus Prime Fund Management Grand Cayman, Cayman Islands	US$2.11億	+US$8714萬	5	12.49%	增持
806	HC Henshaw Capital Woburn, Massachusetts	US$2.1億	-US$189萬	5	11.74%	減碼
807	Advisor Partners Walnut Creek, California	US$2.09億	-US$36.1萬	11	12.61%	減碼
808	General American Investors New York	US$2.09億	-US$665萬	3	16.39%	減碼
809	Moore Capital Management New York	US$2.08億	-US$7622萬	4	4.13%	減碼
810	ZWJ Investment Counsel Atlanta, Georgia	US$2.08億	-US$335萬	8	10.65%	減碼
811	Sigma Planning Corp Ann Arbor, Michigan	US$2.07億	-US$147萬	19	5.77%	減碼
812	Cetera Advisors Denver, Colorado	US$2.07億	-US$1645萬	19	4.18%	減碼
813	Whetstone Capital Advisors Shawnee Mission, Kansas	US$2.07億	+US$945萬	7	42.33%	增持
814	Junto Capital Management New York	US$2.06億	+US$1890萬	3	5.29%	增持
815	YCG LLC Austin, Texas	US$2.05億	+US$2543萬	4	18.07%	增持
816	SRS Investment Management New York	US$2.05億	-US$7899萬	2	2.43%	減碼
817	Davidson Kempner Capital Management New York	US$2.05億	+US$4999萬	10	3.01%	增持
818	Dana Investment Advisors Waukesha, Wisconsin	US$2.05億	-US$733萬	8	8.86%	減碼
819	Wedge Capital Management Charlotte, North Carolina	US$2.05億	+US$5227萬	7	2.53%	增持
820	NZS Capital Denver, Colorado	US$2.04億	-US$895萬	5	17.92%	減碼
821	Curi RMB Capital Chicago, Illinois	US$2.04億	-US$320萬	8	6.16%	減碼
822	LLL Lynrock Lake LP Rye Brook, New York	US$2.04億	-US$255萬	3	13.58%	減碼
823	Spyglass Capital Management San Francisco, California	US$2.03億	-US$1125萬	1	5.4%	減碼
824	London & Capital Asset Management London, United Kingdom	US$2.02億	+US$1946萬	4	12.43%	增持
825	First Horizon Advisors Memphis, Tennessee	US$2.02億	-US$215萬	22	6.11%	減碼