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
1126	LAM Lapides Asset Management Greenwich, Connecticut	US$2025萬	+US$736萬	1	2.74%	增持
1127	FPCM Financial Partners Capital Management New York	US$2021萬	+US$110萬	3	6.17%	增持
1128	CA Cornerstone Advisors Asheville, North Carolina	US$2013萬	+US$254萬	4	4%	增持
1129	KLWA Kelly Lawrence W & Associates Pasadens, California	US$2006萬	-US$6.64萬	4	4.28%	減碼
1130	NPC National Planning Corporation El Segundo, California	US$1997萬	-US$7.65萬	5	1.57%	減碼
1131	First Financial Bank - Trust Division Hamilton, Ohio	US$1994萬	-US$252萬	4	3.95%	減碼
1132	MC Mathes Company New York	US$1991萬	-US$21.9萬	6	9.85%	減碼
1133	MKP Capital Management New York	US$1986萬	+US$2016萬	1	5.15%	新
1134	HPCM High Pointe Capital Management Chicago, Illinois	US$1980萬	+US$66.6萬	6	7.21%	增持
1135	FCM Firsthand Capital Management San Jose, California	US$1977萬	-US$123萬	4	9.04%	減碼
1136	Nichols & Pratt Advisers Boston, Massachusetts	US$1969萬	-US$442萬	4	1.7%	減碼
1137	Washington Trust Bank Spokane, Washington	US$1969萬	-US$33.8萬	9	4%	減碼
1138	LIC Lodestar Investment Counsel Chicago, Illinois	US$1960萬	-US$60.3萬	5	5.89%	減碼
1139	J.V. Bruni & Co Colorado Springs, Colorado	US$1959萬	-US$33.4萬	1	3.65%	減碼
1140	JLB & Associates Plymouth, Michigan	US$1957萬	+US$16.9萬	3	7.1%	增持
1141	AIA Affinity Investment Advisors Newport Beach, California	US$1954萬	-US$16.6萬	2	2.21%	減碼
1142	IAM Integre Asset Management New York	US$1954萬	-US$106萬	3	4.16%	減碼
1143	BAC Boys Arnold & Co Asheville, North Carolina	US$1951萬	+US$21.4萬	4	3.37%	增持
1144	Moore Capital Management New York	US$1948萬	-US$301萬	5	0.47%	減碼
1145	HMI Capital Management San Francisco, California	US$1946萬	-US$346萬	1	10.06%	減碼
1146	MCM Mazama Capital Management Portland, Oregon	US$1946萬	+US$929萬	4	5.2%	增持
1147	FSC Fiduciary Services Corp Savannah, Georgia	US$1939萬	+US$40萬	5	7.28%	增持
1148	LT LJ Trust Reno, Nevada	US$1938萬	US$0	1	3.93%	維持不變
1149	Sand Hill Global Advisors Palo Alto, California	US$1935萬	+US$141萬	4	3.65%	增持
1150	SIC Schwartz Investment Counsel Plymouth, Michigan	US$1934萬	-US$65.9萬	2	1.37%	減碼