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
926	Curi RMB Capital Chicago, Illinois	US$3542萬	-US$521萬	5	2.35%	減碼
927	Newport Asia San Francisco, California	US$3533萬	+US$710萬	1	14.82%	增持
928	STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	US$3528萬	+US$129萬	4	4.29%	增持
929	Eastern Bank Boston, Massachusetts	US$3505萬	-US$733萬	5	3.06%	減碼
930	Glynn Capital Management Menlo Park, California	US$3486萬	-US$381萬	3	11.52%	減碼
931	Clal Insurance Tel-Aviv, Israel	US$3486萬	US$0	1	0.91%	維持不變
932	BTR Capital Management Oakland, California	US$3484萬	+US$198萬	4	8.34%	增持
933	ID Integral Derivatives New York	US$3470萬	+US$894萬	5	0.95%	增持
934	PAM Private Asset Management San Diego, California	US$3468萬	+US$157萬	7	6.48%	增持
935	Woodstock Corp Boston, Massachusetts	US$3468萬	-US$152萬	6	7.89%	減碼
936	Willis Investment Counsel Gainesville, Georgia	US$3456萬	+US$74.7萬	2	3.38%	增持
937	Royce & Associates New York	US$3447萬	+US$727萬	3	0.18%	增持
938	Dowling & Yahnke San Diego, California	US$3437萬	+US$82萬	5	4.68%	增持
939	Cacti Asset Management Atlanta, Georgia	US$3434萬	+US$133萬	2	3.9%	增持
940	Compass Capital Management Minneapolis, Minnesota	US$3432萬	+US$85萬	3	7.7%	增持
941	Foyston, Gordon, & Payne Toronto, Ontario, Canada	US$3402萬	-US$265萬	3	6.33%	減碼
942	Wafra Inc New York	US$3363萬	+US$441萬	4	4.13%	增持
943	WMC Westwood Management Corporation Chicago, Illinois	US$3354萬	US$0	2	6.3%	維持不變
944	Meiji Yasuda Life Insurance Tokyo, Japan	US$3352萬	+US$12.4萬	5	5.6%	增持
945	Mark Asset Management New York	US$3346萬	-US$429萬	2	9.74%	減碼
946	Capital One National Association New York	US$3336萬	+US$53.5萬	6	3.22%	增持
947	OFM Okumus Fund Management Grand Cayman, Cayman Islands	US$3334萬	+US$3475萬	1	4.36%	新
948	Dearborn Partners Chicago, Illinois	US$3334萬	+US$46萬	6	3.34%	增持
949	Parthenon LLC Louisville, Kentucky	US$3330萬	-US$26.1萬	4	9.29%	減碼
950	Parsons Capital Management Providence, Rhode Island	US$3329萬	-US$13.4萬	7	4.86%	減碼