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
1901	RC Reik & Co New York	US$567萬	-US$20.8萬	3	1.84%	減碼
1902	Cadence Bank NA Houston, Texas	US$566萬	-US$15.1萬	4	3.16%	減碼
1903	JRM Investment Counsel Omaha, Nebraska	US$566萬	+US$45.6萬	2	4.84%	增持
1904	Haberer Registered Investment Advisor Cincinnati, Ohio	US$563萬	-US$110萬	8	3.41%	減碼
1905	Godshalk Welsh Capital Management Radnor, Pennsylvania	US$560萬	-US$41.5萬	4	5.73%	減碼
1906	KCM Kempner Capital Management Galveston, Texas	US$560萬	-US$423萬	1	3.55%	減碼
1907	Sun Life Financial Toronto, Ontario, Canada	US$557萬	-US$118萬	1	0.58%	減碼
1908	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	US$554萬	+US$173萬	3	2.89%	增持
1909	Orca Investment Management Roseburg, Oregon	US$553萬	+US$211萬	3	4.93%	增持
1910	Biondo Investment Advisors Milford, Pennsylvania	US$553萬	+US$11.2萬	1	1.64%	增持
1911	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	US$550萬	-US$25.7萬	4	0.05%	減碼
1912	Chanos & Company New York	US$550萬	+US$511萬	1	2.58%	新
1913	Next Financial Group Houston, Texas	US$549萬	+US$2.43萬	10	1.76%	增持
1914	Addison Capital Conshohocken, Pennsylvania	US$548萬	+US$235萬	3	4.46%	增持
1915	LSCM LaSalle Street Capital Management Chicago, Illinois	US$547萬	US$0	3	5.37%	維持不變
1916	Guinness Asset Management London, United Kingdom	US$542萬	+US$201萬	2	2.54%	增持
1917	Wilsey Asset Management San Diego, California	US$541萬	-US$5.19萬	1	4.04%	減碼
1918	LVW Advisors Pittsford, New York	US$537萬	+US$67.6萬	5	2.56%	增持
1919	Goodman Financial Houston, Texas	US$537萬	-US$2,110	1	3.33%	減碼
1920	MHIM MacNealy Hoover Investment Management Canton, Ohio	US$536萬	+US$2.51萬	4	4.65%	增持
1921	Excalibur Management Waltham, Massachusetts	US$536萬	+US$13.3萬	2	5.18%	增持
1922	MM Midas Management New York	US$536萬	+US$187萬	3	2.67%	增持
1923	Moneta Group Investment Advisors St Louis, Missouri	US$536萬	+US$107萬	4	2.3%	增持
1924	Trust Company of Oklahoma Tulsa, Oklahoma	US$535萬	-US$8.32萬	4	2.64%	減碼
1925	NG Northstar Group New York	US$534萬	-US$22.2萬	4	4.12%	減碼