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
976	Becker Capital Management Portland, Oregon	US$1.23億	+US$1074萬	6	5.53%	增持
977	ETF Managers Group Summit, New Jersey	US$1.23億	+US$1259萬	19	2.18%	增持
978	Brown Advisory Securities Baltimore, Maryland	US$1.22億	-US$341萬	7	20.72%	減碼
979	RWWM Inc Rocklin, California	US$1.22億	+US$539萬	2	18.75%	增持
980	WestEnd Advisors Charlotte, North Carolina	US$1.21億	-US$112萬	3	4.85%	減碼
981	Maple Capital Management Montpelier, Vermont	US$1.21億	+US$267萬	5	17.87%	增持
982	Onex Canada Asset Management Toronto, Ontario, Canada	US$1.21億	-US$1281萬	5	5.42%	減碼
983	SAI Systematic Alpha Investments Princeton, New Jersey	US$1.2億	+US$1456萬	6	7.72%	增持
984	Laird Norton Wetherby Wealth Management San Francisco, California	US$1.2億	-US$1568萬	15	9.16%	減碼
985	World Asset Management Detroit, Michigan	US$1.2億	-US$766萬	14	10.76%	減碼
986	APEIRON Capital Ltd Hong Kong	US$1.2億	+US$1877萬	3	51.61%	增持
987	Richard Bernstein Advisors New York	US$1.2億	-US$776萬	7	2.74%	減碼
988	Burney Company Reston, Virginia	US$1.2億	+US$192萬	10	5.91%	增持
989	Alta Park Capital San Francisco, California	US$1.19億	+US$3586萬	3	12.31%	增持
990	Picton Mahoney Asset Management Toronto, Ontario, Canada	US$1.19億	-US$2040萬	4	5.7%	減碼
991	CC Cornerstone Capital Palo Alto, California	US$1.19億	-US$265萬	4	14.42%	減碼
992	Amica Mutual Insurance Providence, Rhode Island	US$1.19億	-US$1063萬	3	13.58%	減碼
993	CDH Charles D. Hyman	US$1.19億	+US$381萬	7	8.72%	增持
994	Capital Investment Services of America Milwaukee, Wisconsin	US$1.19億	-US$95萬	5	12.26%	減碼
995	Lowe Brockenbrough & Co Richmond, Virginia	US$1.19億	+US$391萬	6	11.56%	增持
996	Destination Wealth Management Walnut Creek, California	US$1.19億	+US$133萬	7	4.91%	增持
997	Select Equity Group New York	US$1.19億	+US$4183萬	3	0.43%	增持
998	Ithaka Group Arlington, Virginia	US$1.19億	-US$4889萬	3	16.08%	減碼
999	TD Private Client Wealth New York	US$1.19億	+US$166萬	15	5.54%	增持
1000	E Fund Management (HK) Central, Hong Kong	US$1.19億	-US$49.9萬	3	38.19%	減碼