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	BIT Capital Berlin, Germany	US$2.66億	+US$7572萬	7	9.8%	增持
977	Thomasville National Bank Thomasville, Georgia	US$2.66億	-US$606萬	6	16.48%	減碼
978	IMC Chicago Chicago, Illinois	US$2.65億	-US$383萬	18	0.1%	減碼
979	First American Bank Dundee, Illinois	US$2.65億	+US$16.7萬	5	16.06%	增持
980	Chas P. Smith & Associates (CPS) Lakeland, Florida	US$2.65億	+US$9561萬	6	13.94%	增持
981	Letko, Brosseau & Associates Montreal, Quebec, Canada	US$2.64億	-US$595萬	4	4.32%	減碼
982	MUFG Securities Americas New York	US$2.64億	-US$7.72萬	9	16.42%	減碼
983	Avestar Capital New York	US$2.63億	+US$207萬	13	17.03%	增持
984	Hosking Partners London, United Kingdom	US$2.63億	+US$263萬	2	8.93%	增持
985	Eagle Global Advisors Houston, Texas	US$2.62億	-US$17.7萬	8	9.69%	減碼
986	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	US$2.62億	-US$6.15萬	13	16.93%	減碼
987	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	US$2.61億	US$0	3	1.92%	維持不變
988	Summit Financial Parsippany, New Jersey	US$2.61億	+US$96.8萬	10	3.83%	增持
989	XN LP New York	US$2.61億	+US$35.2萬	3	7.31%	增持
990	Mane Global Capital Management New York	US$2.6億	-US$8908萬	5	13.99%	減碼
991	IFP Advisors Tampa, Florida	US$2.6億	+US$7031萬	33	5.85%	增持
992	Clarius Group LLC Seattle, Washington	US$2.59億	-US$702萬	8	14.79%	減碼
993	LMCG Investments Boston, Massachusetts	US$2.59億	-US$1884萬	6	14.79%	減碼
994	Teewinot Capital Advisers New York	US$2.59億	-US$7573萬	3	19%	減碼
995	Howard Capital Management Roswell, Georgia	US$2.58億	+US$928萬	11	3.35%	增持
996	DV Trading Chicago, Illinois	US$2.58億	+US$2.41億	20	7.26%	新
997	SPC Stony Point Capital New York	US$2.57億	-US$719萬	5	18.86%	減碼
998	Edgemoor Investment Advisors Bethesda, Maryland	US$2.57億	-US$619萬	6	19.95%	減碼
999	Iron Gate Global Advisors Nsl, Utah	US$2.57億	-US$791萬	6	26.3%	減碼
1000	Talbot Financial Bellevue, Washington	US$2.57億	-US$91.2萬	6	21.13%	減碼