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
976	Foster & Motley Cincinnati, Ohio	US$2636萬	+US$60.1萬	3	6.48%	增持
977	Grimes & Company Westborough, Massachusetts	US$2629萬	+US$20.8萬	4	7.38%	增持
978	Veritas Investment Management (UK) London, United Kingdom	US$2627萬	+US$193萬	3	19.12%	增持
979	Willis Investment Counsel Gainesville, Georgia	US$2618萬	+US$10.3萬	1	2.65%	增持
980	RegentAtlantic Capital Morristown, New Jersey	US$2614萬	-US$38.7萬	4	2.55%	減碼
981	Redwood Investments Boston, Massachusetts	US$2612萬	+US$1065萬	1	3.76%	增持
982	Griffin Asset Management New York	US$2611萬	-US$725萬	3	8.47%	減碼
983	Crosslink Capital Menlo Park, California	US$2608萬	+US$259萬	2	2.53%	增持
984	Halsey Associates New Haven, Connecticut	US$2604萬	-US$201萬	4	5.9%	減碼
985	First Niagara Bank Lockport, New York	US$2595萬	-US$140萬	5	5.18%	減碼
986	Prospector Partners Guilford, Connecticut	US$2594萬	-US$410萬	2	1.24%	減碼
987	GJCM Grand Jean Capital Management San Francisco, California	US$2584萬	-US$373萬	3	9.32%	減碼
988	Royce & Associates New York	US$2582萬	-US$141萬	3	0.08%	減碼
989	Grandfield & Dodd New York	US$2582萬	+US$60.1萬	4	4.05%	增持
990	Arden Trust Wilmington, Delaware	US$2581萬	-US$168萬	7	3.17%	減碼
991	Nelson Capital Management Menlo Park, California	US$2580萬	+US$86.8萬	7	11.34%	增持
992	River Global Investors London, United Kingdom	US$2574萬	-US$224萬	3	6.02%	減碼
993	SCM Summit Capital Management Seattle, Washington	US$2573萬	-US$57.6萬	1	9.1%	減碼
994	Wilmington Funds Management Wilmington, Delaware	US$2572萬	-US$238萬	9	2.79%	減碼
995	Bloom Tree Partners New York	US$2571萬	+US$2696萬	1	3.89%	新
996	Carnegie Investment Counsel Pepper Pike, Ohio	US$2568萬	-US$32.8萬	5	6.77%	減碼
997	Robeco Schweiz Zurich, Switzerland	US$2564萬	-US$233萬	3	2.22%	減碼
998	Timber Hill Greenwich, Connecticut	US$2560萬	-US$1525萬	5	0.11%	減碼
999	TAM Taylor Asset Management Toronto, Ontario, Canada	US$2560萬	-US$259萬	1	2.91%	減碼
1000	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	US$2560萬	+US$2685萬	1	6.93%	新