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
926	Dowling & Yahnke San Diego, California	US$4141萬	+US$40.2萬	7	4.97%	增持
927	LCM Lomas Capital Management New York	US$4138萬	+US$11.3萬	1	8.37%	增持
928	QCI Asset Management Pittsford, New York	US$4131萬	+US$2.52萬	7	5.83%	增持
929	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	US$4117萬	-US$287萬	1	0.83%	減碼
930	ARTA A.R.T. Advisors New York	US$4113萬	-US$510萬	9	2.05%	減碼
931	BA Birinyi Associates Westport, Connecticut	US$4106萬	+US$161萬	5	17.94%	增持
932	Waters Parkerson & Co New Orleans, Louisiana	US$4102萬	+US$403萬	5	4.39%	增持
933	Hikari Tsushin Inc Tokyo, Japan	US$4052萬	-US$1580萬	2	9.96%	減碼
934	Woodstock Corp Boston, Massachusetts	US$4045萬	+US$54.2萬	8	8.35%	增持
935	Capital Investment Services of America Milwaukee, Wisconsin	US$4042萬	-US$30.1萬	4	7.7%	減碼
936	Colony Group Boston, Massachusetts	US$4042萬	+US$132萬	7	4.44%	增持
937	Old Republic International (ORI) Chicago, Illinois	US$4037萬	+US$509萬	1	1.8%	增持
938	MCG Meru Capital Group New York	US$4034萬	-US$2733萬	2	13.98%	減碼
939	North Star Asset Management Neenah, Wisconsin	US$4029萬	+US$167萬	8	4.7%	增持
940	WEC White Elm Capital Greenwich, Connecticut	US$4024萬	-US$1096萬	1	4.65%	減碼
941	Meritage Portfolio Management Overland Park, Kansas	US$4020萬	+US$731萬	6	4.52%	增持
942	Mairs & Power Inc St Paul, Minnesota	US$4012萬	-US$37.2萬	6	0.54%	減碼
943	AG Aravt Global New York	US$3998萬	+US$4171萬	1	2.97%	新
944	SAM Symphony Asset Management San Francisco, California	US$3996萬	+US$254萬	4	4.3%	增持
945	Estabrook Capital Management New York	US$3993萬	-US$195萬	6	5.98%	減碼
946	Moody Lynn & Lieberson Boston, Massachusetts	US$3966萬	-US$1289萬	3	7.1%	減碼
947	FineMark National Bank & Trust Fort Myers, Florida	US$3963萬	-US$111萬	9	4.42%	減碼
948	Tufton Capital Management Hunt Valley, Maryland	US$3962萬	-US$208萬	6	8.02%	減碼
949	Middleton & Co Boston, Massachusetts	US$3960萬	+US$8.1萬	6	9.1%	增持
950	Compass Capital Management Minneapolis, Minnesota	US$3952萬	+US$137萬	2	7.56%	增持