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
426	Zurich Cantonal Bank Zurich, Switzerland	US$1.4億	-US$467萬	9	4.12%	減碼
427	Wilmington Trust Wilmington, Delaware	US$1.4億	+US$202萬	6	2.33%	增持
428	Baird Milwaukee, Wisconsin	US$1.39億	-US$3194萬	8	1.95%	減碼
429	Renaissance Group Covington, Kentucky	US$1.39億	-US$1971萬	5	5.28%	減碼
430	Numeric Investors Boston, Massachusetts	US$1.39億	-US$5338萬	4	2.07%	減碼
431	Gofen & Glossberg Chicago, Illinois	US$1.38億	+US$76萬	6	6.1%	增持
432	Sawgrass Asset Management Ponte Vedra Beach, Florida	US$1.38億	+US$568萬	4	8.05%	增持
433	ROIC Route One Investment Company San Francisco, California	US$1.38億	+US$2714萬	2	30.31%	增持
434	Argent Capital Management St Louis, Missouri	US$1.37億	-US$173萬	4	7.29%	減碼
435	Axiom Investors Greenwich, Connecticut	US$1.36億	-US$1597萬	3	3.21%	減碼
436	IronBridge Capital Management Oakbrook Terrace, Illinois	US$1.36億	-US$262萬	3	3.32%	減碼
437	Country Trust Bank Bloomington, Illinois	US$1.35億	+US$1.33億	4	6.75%	新
438	PFM Health Sciences San Francisco, California	US$1.34億	-US$1.61億	2	2.68%	減碼
439	CC Carlson Capital Dallas, Texas	US$1.34億	+US$206萬	5	1.47%	增持
440	B BP London, United Kingdom	US$1.33億	+US$155萬	5	4.22%	增持
441	Ashfield Capital Partners San Francisco, California	US$1.32億	-US$413萬	6	6.19%	減碼
442	Disciplined Growth Investors Minneapolis, Minnesota	US$1.3億	-US$196萬	3	3.4%	減碼
443	OAMG Odey Asset Management Group London, United Kingdom	US$1.28億	-US$5183萬	3	3.34%	減碼
444	Mutual of America Capital Management New York	US$1.28億	-US$618萬	8	3%	減碼
445	ZAM Zenit Asset Management Stockholm, Sweden	US$1.27億	+US$3190萬	5	14.5%	增持
446	Curian Capital Denver, Colorado	US$1.27億	+US$411萬	7	2.23%	增持
447	Bartlett & Co Cincinnati, Ohio	US$1.25億	-US$13.9萬	5	6.02%	減碼
448	JFB Holdings Corp Atlanta, Georgia	US$1.25億	+US$1249萬	1	3.39%	增持
449	Capital Fund Management (CFM) Paris, France	US$1.25億	-US$3442萬	8	1.32%	減碼
450	Cullen Capital Management New York	US$1.23億	+US$3.84萬	2	3.21%	增持