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	SPC Stony Point Capital New York	US$2.2億	-US$156萬	4	17.66%	減碼
977	BCV Asset Management Winnipeg,	US$2.19億	+US$621萬	5	7.55%	增持
978	Equitable Trust Nashville, Tennessee	US$2.19億	-US$165萬	10	10.12%	減碼
979	Lyell Wealth Management Menlo Park, California	US$2.18億	+US$5416萬	8	16.03%	增持
980	Hamilton Capital Partners (Canada) Toronto,	US$2.17億	+US$3881萬	4	7.29%	增持
981	Tower Research Capital (TRC) New York	US$2.16億	-US$2.28億	42	5.62%	減碼
982	Hosking Partners London, United Kingdom	US$2.16億	-US$2493萬	2	7.74%	減碼
983	Exencial Wealth Advisors Oklahoma City, Oklahoma	US$2.15億	-US$221萬	10	6.69%	減碼
984	Night Owl Capital Management Greenwich, Connecticut	US$2.14億	+US$154萬	4	24.93%	增持
985	Vaughan David Investments Peoria, Illinois	US$2.13億	-US$3406萬	6	4.51%	減碼
986	Moors & Cabot Boston, Massachusetts	US$2.13億	-US$373萬	13	9.1%	減碼
987	Meeder Asset Management Dublin, Ohio	US$2.12億	-US$2294萬	13	12.17%	減碼
988	Westpac Banking Corp Sydney, Australia	US$2.12億	-US$1948萬	11	14.73%	減碼
989	GAMMA Investing Foster City, California	US$2.12億	+US$1349萬	32	9.88%	增持
990	Weitz Investment Management Omaha, Nebraska	US$2.11億	+US$74萬	4	14.72%	增持
991	VestGen Advisors Inverness, Illinois	US$2.1億	+US$2385萬	17	5.6%	增持
992	Ninety One North America New York	US$2.1億	-US$2043萬	3	9.43%	減碼
993	D.J. St. Germain Springfield, Massachusetts	US$2.1億	-US$324萬	13	8.3%	減碼
994	Adell Harriman & Carpenter Houston, Texas	US$2.1億	-US$74.9萬	6	12.8%	減碼
995	LMCG Investments Boston, Massachusetts	US$2.1億	-US$1905萬	6	12.48%	減碼
996	Global X Japan Chiyoda-Ku, Tokyo, Japan	US$2.09億	+US$2558萬	10	10.74%	增持
997	Academy Capital Management Waco, Texas	US$2.08億	-US$791萬	5	29.76%	減碼
998	LMR Partners London, United Kingdom	US$2.08億	-US$1.63億	16	0.46%	減碼
999	Sound Shore Management Greenwich, Connecticut	US$2.07億	+US$7452萬	3	6.93%	增持
1000	BlueSpruce Investments Chicago, Illinois	US$2.07億	-US$10.7億	3	32.73%	減碼