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	Beck Capital Management Austin, Texas	US$2708萬	+US$170萬	4	13.71%	增持
1902	Hourglass Capital Houston, Texas	US$2704萬	-US$293萬	7	9.58%	減碼
1903	RWWM Inc Rocklin, California	US$2699萬	-US$1048萬	2	6.64%	減碼
1904	Greatmark Investment Partners Columbus, Georgia	US$2696萬	-US$154萬	5	7.1%	減碼
1905	Capital Investment Advisory Services Raleigh, North Carolina	US$2696萬	+US$140萬	10	5.46%	增持
1906	CCC Chelsea Counsel Company Los Angeles, California	US$2694萬	-US$43.8萬	5	16.61%	減碼
1907	Avestar Capital New York	US$2690萬	+US$53.7萬	9	11.89%	增持
1908	Ethic Inc New York	US$2686萬	+US$336萬	9	15.28%	增持
1909	FVCM F&V Capital Management Boca Raton, Florida	US$2684萬	-US$65.9萬	4	13.59%	減碼
1910	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	US$2675萬	-US$74.5萬	3	16.78%	減碼
1911	Riverstone Advisors New Braunfels, Texas	US$2675萬	+US$55.8萬	2	19.9%	增持
1912	Exane Derivatives Paris, France	US$2674萬	+US$507萬	13	7.15%	增持
1913	Wellington Shields & Co New York	US$2671萬	+US$40.7萬	6	11.71%	增持
1914	Lake Street Advisors Group Portsmouth, New Hampshire	US$2668萬	+US$93.8萬	6	2.71%	增持
1915	Rice Partnership Honolulu, Hawaii	US$2665萬	-US$11.7萬	4	13.67%	減碼
1916	Mirador Capital Partners Pleasanton, California	US$2664萬	+US$34.1萬	7	9.96%	增持
1917	Cubic Asset Management Boston, Massachusetts	US$2663萬	-US$257萬	5	9.53%	減碼
1918	Centiva Capital New York	US$2661萬	+US$1302萬	11	1.6%	增持
1919	Legacy Private Trust Neenah, Wisconsin	US$2659萬	+US$3.19萬	5	2.93%	增持
1920	Atwood & Palmer Kansas City, Missouri	US$2655萬	-US$16.3萬	7	3.59%	減碼
1921	Hayek Kallen Investment Management Fairhope, Alabama	US$2650萬	+US$38.5萬	5	15%	增持
1922	MCG McCollum Christoferson Group Amherst, New York	US$2647萬	-US$122萬	4	8.59%	減碼
1923	Weik Capital Management Wyomissing, Pennsylvania	US$2646萬	-US$57.7萬	4	14.28%	減碼
1924	GCM Gabalex Capital Management New York	US$2646萬	US$0	1	8.33%	維持不變
1925	Sturgeon Ventures London, United Kingdom	US$2644萬	+US$68.6萬	3	21.56%	增持