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
1951	CIA Covington Investment Advisors Ligonier, Pennsylvania	US$819萬	-US$27.9萬	2	3.73%	減碼
1952	Bath Savings Trust Bath, Maine	US$817萬	+US$147萬	4	2.55%	增持
1953	Water Island Capital New York	US$816萬	-US$979萬	4	0.52%	減碼
1954	AF AMG Funds Stamford, Connecticut	US$813萬	+US$794萬	4	4.64%	新
1955	SM Seminole Management New York	US$811萬	-US$55.2萬	2	1.39%	減碼
1956	WIA Westbourne Investment Advisors Annapolis, Maryland	US$807萬	-US$37.1萬	4	7.15%	減碼
1957	CO Caldwell & Orkin Norcross, Georgia	US$805萬	-US$541萬	3	5.54%	減碼
1958	AT Bancorp Dubuque, Iowa	US$804萬	-US$307萬	5	1.1%	減碼
1959	Kelleher Financial Advisors New York	US$804萬	+US$26.6萬	4	4.55%	增持
1960	HA Hays Advisory Franklin, Tennessee	US$803萬	-US$88.8萬	1	1.34%	減碼
1961	PCM Palouse Capital Management Spokane, Washington	US$803萬	-US$11.6萬	2	3.42%	減碼
1962	SAM Security Asset Management New York	US$798萬	US$0	5	7.48%	維持不變
1963	Cortina Asset Management Milwaukee, Wisconsin	US$798萬	+US$749萬	2	0.34%	新
1964	VW Vantage Wealth Pasadena, California	US$796萬	+US$7.9萬	1	4.53%	增持
1965	LK Lumbard & Kellner Hollis, New Hampshire	US$794萬	-US$1.59萬	3	5.46%	減碼
1966	FIM FourPoints Investment Managers Paris, France	US$794萬	+US$43.4萬	6	6.03%	增持
1967	NDSI Newman Dignan & Sheerar Inc Providence, Rhode Island	US$794萬	+US$26.1萬	6	4.99%	增持
1968	LD Lipe & Dalton Syracuse, New York	US$793萬	-US$4.12萬	4	5.31%	減碼
1969	Cutler Investment Counsel Jacksonville, Oregon	US$793萬	+US$7.96萬	1	2.14%	增持
1970	NIC Northwest Investment Counselors Lake Oswego, Oregon	US$791萬	-US$11.9萬	4	4.07%	減碼
1971	NM NWI Management New York	US$791萬	-US$3.04億	2	0.83%	減碼
1972	MC Marcus Capital Northbrook, Illinois	US$790萬	+US$80.7萬	3	7.59%	增持
1973	Dean Investment Associates Beavercreek, Ohio	US$788萬	+US$2.85萬	2	1.47%	增持
1974	AA Alta Advisers London, United Kingdom	US$787萬	-US$193萬	1	44.83%	減碼
1975	UBWV United Bank (West Virginia) Parkersburg, West Virginia	US$786萬	-US$46.4萬	5	3.61%	減碼