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
801	HC Henshaw Capital Woburn, Massachusetts	US$9662萬	+US$26.1萬	8	8.77%	增持
802	Windward Capital Management Los Angeles, California	US$9654萬	+US$9.6萬	6	13.63%	增持
803	Mariner Overland Park, Kansas	US$9636萬	+US$733萬	11	2.73%	增持
804	Avity Investment Management Greenwich, Connecticut	US$9584萬	-US$211萬	6	12.15%	減碼
805	CK Cohen Klingenstein New York	US$9581萬	-US$82.6萬	7	13.1%	減碼
806	TCP Tourbillon Capital Partners New York	US$9531萬	+US$2515萬	3	3.69%	增持
807	Gamble Jones Investment Counsel Pasadena, California	US$9516萬	+US$191萬	8	9.55%	增持
808	Meitav Investment House Bene-Beraq, Israel	US$9447萬	+US$1116萬	14	4.22%	增持
809	Caxton Associates (New York) New York	US$9439萬	+US$3407萬	9	4.77%	增持
810	Ingalls & Snyder LLC New York	US$9424萬	+US$32.3萬	8	4.37%	增持
811	Stack Financial Management Whitefish, Montana	US$9399萬	-US$36.4萬	3	10.89%	減碼
812	Zeke Capital Advisors Berwyn, Pennsylvania	US$9378萬	+US$3425萬	13	8.74%	增持
813	Alta Capital Management Salt Lake City, Utah	US$9375萬	-US$36.1萬	6	5.77%	減碼
814	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	US$9362萬	-US$40.2萬	6	10.73%	減碼
815	First National Bank of Omaha Omaha, Nebraska	US$9332萬	+US$303萬	6	5.48%	增持
816	Howard Capital Management (New York) New York	US$9324萬	-US$79.5萬	5	13.41%	減碼
817	BPI Battery Partners IX Boston, Massachusetts	US$9317萬	US$0	1	22.78%	維持不變
818	WMS Partners Towson, Maryland	US$9305萬	+US$13.4萬	8	10.82%	增持
819	GAMCO Investors Greenwich, Connecticut	US$9286萬	+US$961萬	7	0.63%	增持
820	CPWM LLC Seattle, Washington	US$9277萬	+US$77.4萬	7	14.08%	增持
821	RIG Roosevelt Investment Group New York	US$9244萬	-US$261萬	5	8.65%	減碼
822	Old Mutual Customised Solutions Pinelands, South Africa	US$9243萬	+US$17.3萬	12	9.2%	增持
823	HC Hillman Company Pittsburgh, Pennsylvania	US$9212萬	-US$513萬	3	25.6%	減碼
824	Maryland Capital Management Towson, Maryland	US$9196萬	-US$186萬	6	12.81%	減碼
825	Locust Wood Capital Advisers New York	US$9194萬	+US$2993萬	3	7.32%	增持