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
751	NorthCoast Asset Management Greenwich, Connecticut	US$5259萬	-US$135萬	4	2.87%	減碼
752	Palladium Partners Norfolk, Virginia	US$5253萬	+US$34.3萬	4	5.18%	增持
753	Gamble Jones Investment Counsel Pasadena, California	US$5220萬	+US$43.2萬	7	6.01%	增持
754	Sumitomo Life Insurance Tokyo, Japan	US$5209萬	-US$31.6萬	6	6.91%	減碼
755	National Penn Investors Trust Wyomissing, Pennsylvania	US$5182萬	-US$324萬	4	5.99%	減碼
756	Howland Capital Management Boston, Massachusetts	US$5149萬	+US$136萬	6	5.61%	增持
757	QV Investors Calgary, Alberta, Canada	US$5148萬	+US$122萬	1	6.17%	增持
758	Poplar Forest Capital Pasadena, California	US$5128萬	+US$93.7萬	4	4.77%	增持
759	BCM Bluefin Capital Management New York	US$5100萬	+US$2151萬	3	3.11%	增持
760	Cambridge Investment Research Advisors Fairfield, Iowa	US$5093萬	+US$733萬	7	1.46%	增持
761	Calvert Investment Management Bethesda, Maryland	US$5084萬	+US$38.8萬	6	2.54%	增持
762	Cannell & Co New York	US$5074萬	+US$876萬	5	1.65%	增持
763	AC Amici Capital New York	US$5073萬	-US$2472萬	1	2.43%	減碼
764	Constellation Investments Montgomery, Ohio	US$5070萬	+US$21.8萬	7	10.48%	增持
765	Cortland Associates St Louis, Missouri	US$5070萬	-US$7.16萬	5	11.76%	減碼
766	Windward Capital Management Los Angeles, California	US$5059萬	+US$108萬	4	13.78%	增持
767	Cohen & Steers New York	US$5056萬	+US$7,067	5	0.15%	增持
768	Busey Bank Urbana, Illinois	US$5045萬	+US$282萬	5	7.21%	增持
769	Impala Asset Management Palm Beach, Florida	US$5022萬	+US$5131萬	3	3.01%	新
770	WhitTier Trust Company Reno, Nevada	US$5016萬	-US$75萬	9	6.14%	減碼
771	Columbus Hill Capital Management Short Hills, New Jersey	US$5010萬	+US$309萬	2	7.33%	增持
772	Arden Trust Wilmington, Delaware	US$4998萬	+US$1472萬	8	4.13%	增持
773	TI Tyrian Investments New York	US$4996萬	+US$5056萬	2	16.78%	新
774	RWWM Inc Rocklin, California	US$4992萬	+US$1018萬	2	24.81%	增持
775	GW Henssler & Associates Kennesaw, Georgia	US$4960萬	-US$211萬	4	5.69%	減碼