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
676	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	US$9291萬	-US$531萬	11	1.1%	減碼
677	Welch & Forbes Boston, Massachusetts	US$9278萬	-US$6278萬	4	3.21%	減碼
678	TT International London, United Kingdom	US$9205萬	+US$1616萬	3	25.1%	增持
679	Associated Banc-Corp Green Bay, Wisconsin	US$9194萬	-US$85.7萬	6	5.85%	減碼
680	Cullen Capital Management New York	US$9154萬	+US$91.4萬	3	3.1%	增持
681	MIS Morningstar Investment Services Chicago, Illinois	US$9101萬	+US$884萬	5	2.63%	增持
682	Fullerton Fund Management Singapore	US$9001萬	+US$593萬	1	43.64%	增持
683	Vaughan David Investments Peoria, Illinois	US$8995萬	-US$9.19萬	4	4.89%	減碼
684	Northeast Investment Management Boston, Massachusetts	US$8993萬	+US$104萬	7	8.99%	增持
685	DF Dent & Co Baltimore, Maryland	US$8894萬	-US$366萬	5	2.46%	減碼
686	GLG LLC New York	US$8864萬	-US$1503萬	8	6.33%	減碼
687	SC Shellback Capital Boston, Massachusetts	US$8849萬	+US$8251萬	4	7.49%	新
688	Advisor Group Phoenix, Arizona	US$8848萬	+US$236萬	19	2.13%	增持
689	Disciplined Growth Investors Minneapolis, Minnesota	US$8839萬	+US$18.6萬	1	2.1%	增持
690	Cortland Associates St Louis, Missouri	US$8835萬	+US$118萬	5	17.92%	增持
691	Cincinnati Financial Corp Fairfield, Ohio	US$8831萬	US$0	2	4.9%	維持不變
692	MI Markston International White Plains, New York	US$8822萬	-US$467萬	7	8.26%	減碼
693	Osterweis Capital Management San Francisco, California	US$8818萬	-US$1156萬	2	5.31%	減碼
694	Mairs & Power Inc St Paul, Minnesota	US$8798萬	+US$4429萬	6	1.16%	增持
695	Windward Capital Management Los Angeles, California	US$8794萬	-US$300萬	5	16.41%	減碼
696	PRCM Pine River Capital Management Minnetonka, Minnesota	US$8762萬	-US$68.9萬	8	1.51%	減碼
697	UMB Bank Kansas City, Missouri	US$8761萬	+US$452萬	7	3.53%	增持
698	Chilton Investment Company Stamford, Connecticut	US$8688萬	+US$3319萬	4	3.39%	增持
699	3CP 3G Capital Partners New York	US$8650萬	+US$2820萬	1	6.91%	增持
700	Ameritas Investment Partners Lincoln, Nebraska	US$8641萬	-US$373萬	9	4.7%	減碼