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
1726	Ramsey Asset Management Reston, Virginia	US$542萬	US$0	3	8.32%	維持不變
1727	Palouse Capital Management Spokane, Washington	US$541萬	+US$371萬	2	2.18%	增持
1728	Thomasville National Bank Thomasville, Georgia	US$539萬	-US$313萬	2	2.8%	減碼
1729	Sterneck Capital Management Kansas City, Missouri	US$537萬	-US$7.23萬	2	3.4%	減碼
1730	SFP Santa Fe Partners Santa Fe, New Mexico	US$537萬	-US$9.6萬	3	1.03%	減碼
1731	Portolan Capital Management Boston, Massachusetts	US$536萬	+US$88.6萬	2	1.41%	增持
1732	ARGA Investment Management Stamford, Connecticut	US$535萬	+US$130萬	3	2.05%	增持
1733	Princeton Capital Management Red Bank, New Jersey	US$534萬	-US$2.19萬	3	4.87%	減碼
1734	Bank OZK Little Rock, Arkansas	US$534萬	+US$294萬	4	2.32%	增持
1735	GCG Giovine Capital Group Santa Monica, California	US$533萬	+US$41.6萬	1	2.77%	增持
1736	Locust Wood Capital Advisers New York	US$532萬	-US$364萬	1	1.08%	減碼
1737	Norman Fields Gottscho Capital Management New York	US$531萬	-US$248萬	2	3.98%	減碼
1738	SSI Scott & Selber Inc Houston, Texas	US$529萬	+US$212萬	4	4.26%	增持
1739	WCAM West Coast Asset Management Montecito, California	US$529萬	-US$11.1萬	1	8.08%	減碼
1740	DVM Dreman Value Management West Palm Beach, Florida	US$525萬	+US$528萬	3	0.47%	新
1741	GA GFS Advisors Houston, Texas	US$525萬	+US$32.4萬	3	2.79%	增持
1742	State of Alaska Department of Revenue Juneau, Alaska	US$524萬	+US$40.4萬	1	1.23%	增持
1743	TCP TAMRO Capital Partners Alexandria, Virginia	US$523萬	-US$22.2萬	2	0.22%	減碼
1744	Beech Hill Advisors New York	US$520萬	-US$71.3萬	4	2.81%	減碼
1745	300 North Capital Pasadena, California	US$519萬	-US$172萬	2	1.21%	減碼
1746	BE Bonness Enterprises Washington, District of Columbia	US$517萬	+US$3,944	2	4.97%	增持
1747	Balasa Dinverno & Foltz	US$516萬	-US$2.38萬	4	0.86%	減碼
1748	DF Dent & Co Baltimore, Maryland	US$516萬	-US$94.2萬	3	0.13%	減碼
1749	IMA Advisory Services Denver, Colorado	US$515萬	+US$9.7萬	3	2.53%	增持
1750	Assured Investment Management New York	US$513萬	-US$3618萬	1	0.2%	減碼