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
826	London & Capital Asset Management London, United Kingdom	US$8495萬	+US$9133萬	7	13.02%	新
827	SCM Suffolk Capital Management New York	US$8455萬	-US$652萬	6	16.23%	減碼
828	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	US$8443萬	-US$464萬	6	10.41%	減碼
829	Timucuan Asset Management Jacksonville, Florida	US$8430萬	+US$162萬	1	5.98%	增持
830	Cerity Partners New York	US$8427萬	+US$1324萬	9	5.64%	增持
831	Raymond James Trust St. Petersburg, Florida	US$8403萬	+US$220萬	10	5.41%	增持
832	Mondrian Investment Partners London, United Kingdom	US$8388萬	+US$46.6萬	2	3.08%	增持
833	Meeder Asset Management Dublin, Ohio	US$8375萬	+US$304萬	14	7.47%	增持
834	Meritage Portfolio Management Overland Park, Kansas	US$8287萬	+US$478萬	6	9.46%	增持
835	Curi RMB Capital Chicago, Illinois	US$8285萬	-US$66.5萬	8	2.12%	減碼
836	Tairen Capital Hong Kong	US$8284萬	+US$8725萬	3	30.11%	增持
837	Cigna Investments Bloomfield, Connecticut	US$8281萬	+US$141萬	11	7.02%	增持
838	Avenir Corporation Alexandria, Virginia	US$8274萬	-US$110萬	2	10.33%	減碼
839	Consulta London, United Kingdom	US$8255萬	+US$1081萬	1	8.14%	增持
840	CK Cohen Klingenstein New York	US$8254萬	-US$377萬	7	12.47%	減碼
841	H2O AM London, United Kingdom	US$8226萬	+US$8851萬	4	9.11%	新
842	Summitry LLC Foster City, California	US$8222萬	+US$118萬	5	8.03%	增持
843	Mark Asset Management New York	US$8220萬	+US$1878萬	7	22.22%	增持
844	First National Bank of Omaha Omaha, Nebraska	US$8217萬	-US$665萬	5	6.22%	減碼
845	Barton Investment Management West Conshohocken, Pennsylvania	US$8153萬	+US$264萬	5	16.29%	增持
846	Parus Finance (UK) London, United Kingdom	US$8149萬	-US$5521萬	3	34.88%	減碼
847	Summit Partners Public Asset Management Boston, Massachusetts	US$8148萬	+US$770萬	2	11.03%	增持
848	Capital International Inc Los Angeles, California	US$8140萬	-US$1699萬	7	11.12%	減碼
849	Central Trust Company Jefferson City, Missouri	US$8137萬	+US$144萬	15	5.41%	增持
850	Davidson Investment Advisors Great Falls, Montana	US$8124萬	-US$840萬	5	9.42%	減碼