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
601	Barings Charlotte, North Carolina	US$6010萬	-US$857萬	9	2.58%	減碼
602	Sigma Capital Management Stamford, Connecticut	US$5955萬	-US$1253萬	3	2.49%	減碼
603	Huber Capital Management El Segundo, California	US$5906萬	-US$832萬	2	2.05%	減碼
604	Cannell & Co New York	US$5903萬	+US$296萬	3	3.19%	增持
605	Vaughan Nelson Investment Management Houston, Texas	US$5900萬	-US$113萬	1	0.99%	減碼
606	Heritage Investors Management Corp Bethesda, Maryland	US$5899萬	+US$98.4萬	4	5.56%	增持
607	Dana Investment Advisors Waukesha, Wisconsin	US$5860萬	-US$1801萬	5	4.21%	減碼
608	Odey Asset Management Group London, United Kingdom	US$5852萬	+US$1759萬	2	1.55%	增持
609	Farr Miller & Washington Washington, District of Columbia	US$5821萬	-US$91.6萬	5	9.28%	減碼
610	Estabrook Capital Management New York	US$5821萬	-US$337萬	6	6.35%	減碼
611	Sandler Capital Management New York	US$5816萬	+US$5803萬	1	1.84%	增持
612	Park National Corp Newark, Ohio	US$5807萬	+US$202萬	5	4.44%	增持
613	Pinnacle Associates New York	US$5793萬	-US$139萬	7	1.2%	減碼
614	Banyan Partners Palm Beach Gardens, Florida	US$5778萬	+US$1803萬	5	5.11%	增持
615	JMH J.M. Hartwell New York	US$5776萬	-US$387萬	3	12.99%	減碼
616	Douglass Winthrop Advisors New York	US$5744萬	+US$493萬	5	6.66%	增持
617	Becker Capital Management Portland, Oregon	US$5740萬	+US$351萬	4	2.63%	增持
618	Broad Run Investment Management Arlington, Virginia	US$5672萬	+US$620萬	1	5.21%	增持
619	BOK Financial Tulsa, Oklahoma	US$5608萬	-US$291萬	7	2.04%	減碼
620	Huntington Steele Oaks, Pennsylvania	US$5594萬	+US$73.2萬	3	28.48%	增持
621	Chubb Corp Warren, New Jersey	US$5586萬	US$0	3	3.1%	維持不變
622	SCM Stux Capital Management New York	US$5571萬	-US$259萬	9	7.4%	減碼
623	CAM Contour Asset Management New York	US$5541萬	+US$953萬	2	3.08%	增持
624	Holowesko Partners Nassau, Bahamas	US$5533萬	-US$245萬	1	5.69%	減碼
625	Jag Capital Management St Louis, Missouri	US$5520萬	+US$126萬	6	12.23%	增持