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
1101	GCM Grandmaster Capital Management San Francisco, California	US$2102萬	+US$959萬	1	9.1%	增持
1102	SCM Symons Capital Management Pittsburgh, Pennsylvania	US$2101萬	-US$2078萬	2	4.81%	減碼
1103	Reilly Financial Advisors La Mesa, California	US$2100萬	+US$4.76萬	5	5.01%	增持
1104	CapWealth Advisors Franklin, Tennessee	US$2098萬	+US$136萬	6	5.64%	增持
1105	Bandera Partners New York	US$2096萬	-US$694萬	1	11.56%	減碼
1106	Walleye Trading New York	US$2096萬	-US$7890萬	5	0.3%	減碼
1107	JWBC J.W. Burns & Co Dewitt, New York	US$2092萬	+US$34.2萬	5	7.42%	增持
1108	Zuckerman Investment Group Chicago, Illinois	US$2090萬	+US$27.6萬	2	4.96%	增持
1109	CDH Charles D. Hyman	US$2072萬	+US$9.12萬	4	3.74%	增持
1110	Mathes Company New York	US$2069萬	+US$105萬	6	11.09%	增持
1111	O'Shaughnessy Asset Management Stamford, Connecticut	US$2066萬	+US$1803萬	5	0.41%	增持
1112	Callahan Advisors Houston, Texas	US$2059萬	+US$13.8萬	4	7.01%	增持
1113	AL Agran Libbie Santa Monica, California	US$2057萬	-US$51.9萬	5	5.54%	減碼
1114	Wood Investment Counsel Denver, Colorado	US$2055萬	+US$1602萬	4	3.33%	增持
1115	Everence Capital Management Goshen, Indiana	US$2053萬	-US$4,196	7	8.1%	減碼
1116	Progressive Investment Management Lake Oswego, Oregon	US$2051萬	-US$674萬	1	6.58%	減碼
1117	MC Maplelane Capital New York	US$2051萬	+US$2187萬	4	0.68%	新
1118	CA Cullinan Associates Louisville, Kentucky	US$2051萬	+US$138萬	2	2.33%	增持
1119	Fortress Investment Group New York	US$2041萬	-US$3753萬	2	0.31%	減碼
1120	Murphy Capital Management Bedminster, New Jersey	US$2039萬	-US$554萬	5	3.43%	減碼
1121	Integre Asset Management New York	US$2033萬	-US$474萬	3	4.46%	減碼
1122	Washington Trust Bank Spokane, Washington	US$2031萬	+US$1860萬	9	4.29%	增持
1123	HCCM Herring Creek Capital Management Stamford, Connecticut	US$2028萬	+US$2127萬	1	4.46%	新
1124	GACM Green Arrow Capital Management New York	US$2028萬	-US$2905萬	3	1.72%	減碼
1125	E.S. Barr & Co Lexington, Kentucky	US$2018萬	-US$30.1萬	2	2.53%	減碼