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
951	Bristlecone Advisors Bellevue, Washington	US$1.59億	+US$321萬	5	19.13%	增持
952	CDH Charles D. Hyman	US$1.59億	+US$5.01萬	8	10.1%	增持
953	Parker Investment Management Menlo Park, California	US$1.59億	+US$1696萬	5	24.85%	增持
954	Burney Company Reston, Virginia	US$1.59億	-US$122萬	11	6.87%	減碼
955	Alta Park Capital San Francisco, California	US$1.59億	-US$340萬	3	12.31%	減碼
956	Bronte Capital Management Bondi Junction, Australia	US$1.58億	-US$421萬	2	10.45%	減碼
957	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	US$1.58億	+US$2666萬	3	1.27%	增持
958	U.S. Capital Wealth Advisors Austin, Texas	US$1.58億	-US$39.2萬	13	6.25%	減碼
959	CC Cornerstone Capital Palo Alto, California	US$1.58億	+US$327萬	3	16.8%	增持
960	Lowe Brockenbrough & Co Richmond, Virginia	US$1.58億	+US$349萬	6	11.5%	增持
961	TPG GP A Fort Worth, Texas	US$1.57億	+US$1.51億	1	1.57%	新
962	HoyleCohen San Diego, California	US$1.56億	+US$80.6萬	9	13.01%	增持
963	Polunin Capital Partners London, United Kingdom	US$1.56億	+US$6892萬	1	50.57%	增持
964	First Long Island Investors Jericho, New York	US$1.56億	-US$221萬	5	12.24%	減碼
965	Montag & Associates Atlanta, Georgia	US$1.56億	-US$153萬	16	7.68%	減碼
966	Traynor Capital Management Malvern, Pennsylvania	US$1.56億	+US$700萬	5	18.4%	增持
967	WestEnd Advisors Charlotte, North Carolina	US$1.55億	+US$1.54億	10	4.21%	新
968	BloombergSen Toronto, Ontario, Canada	US$1.55億	-US$41.8萬	2	7.33%	減碼
969	AIA Group Hong Kong	US$1.55億	+US$2816萬	15	7.31%	增持
970	Boston Common Asset Management Boston, Massachusetts	US$1.55億	-US$1245萬	7	6.25%	減碼
971	Ancora Advisors Cleveland, Ohio	US$1.54億	+US$787萬	18	3.66%	增持
972	RIM Redpoint Investment Management Sydney, NSW, Australia	US$1.54億	-US$231萬	14	12.25%	減碼
973	Scout Investments Kansas City, Missouri	US$1.54億	-US$4017萬	4	2.24%	減碼
974	AP Archon Partners Princeton Junction, New Jersey	US$1.53億	+US$777萬	5	18.72%	增持
975	NewEdge Wealth Pittsburgh, Pennsylvania	US$1.53億	+US$1417萬	9	6.39%	增持