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
1976	GF Gerry Farber New York	US$473萬	+US$455萬	1	6.16%	新
1977	Marshall & Sullivan Seattle, Washington	US$473萬	+US$54.2萬	3	6.64%	增持
1978	HIS Horizon Investment Services Hammond, Indiana	US$472萬	+US$13.7萬	1	2.39%	增持
1979	Guild Investment Management Los Angeles, California	US$470萬	+US$472萬	2	5.51%	新
1980	Solaris Asset Management New York	US$468萬	-US$14萬	4	3.14%	減碼
1981	Pinnacle Advisory Group Columbia, Maryland	US$468萬	+US$256萬	3	0.6%	增持
1982	Kingfisher Capital Charlotte, North Carolina	US$467萬	+US$4萬	4	2.5%	增持
1983	Bank OZK Little Rock, Arkansas	US$466萬	-US$2,949	3	1.73%	減碼
1984	AC Argentiere Capital Zug, Switzerland	US$464萬	+US$446萬	1	2.06%	新
1985	JC JBF Capital Aspen, Colorado	US$464萬	US$0	1	0.68%	維持不變
1986	American National Bank & Trust (Virginia) Danville, Virginia	US$460萬	+US$156萬	3	2.24%	增持
1987	Credential Securities Vancouver,	US$460萬	+US$14.8萬	4	3.09%	增持
1988	Harber Asset Management Asheville, North Carolina	US$458萬	-US$52.1萬	2	3.52%	減碼
1989	Goodman Financial Houston, Texas	US$458萬	-US$28.3萬	1	3.1%	減碼
1990	Capital Counsel New York	US$458萬	-US$3.42萬	4	0.26%	減碼
1991	Connective Capital Management Palo Alto, California	US$458萬	+US$10.4萬	1	6.89%	增持
1992	IberiaBank Lafayette, Louisiana	US$456萬	+US$59.1萬	4	2.56%	增持
1993	PLFAM Pineno Levin & Ford Asset Management Richmond, Virginia	US$456萬	-US$10.2萬	2	2.61%	減碼
1994	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	US$455萬	-US$11.3萬	5	3.58%	減碼
1995	Sequoia Financial Advisors Akron, Ohio	US$454萬	-US$12.4萬	4	3.15%	減碼
1996	Phocas Financial Corp Alameda, California	US$452萬	+US$428萬	3	0.4%	增持
1997	Globeflex Capital San Diego, California	US$450萬	-US$187萬	1	0.51%	減碼
1998	Bennicas & Associates Portola Valley, California	US$446萬	-US$11.3萬	3	3.67%	減碼
1999	TRB Advisors New York	US$444萬	+US$449萬	1	2.01%	新
2000	Channing Capital Management Chicago, Illinois	US$444萬	US$0	1	0.27%	維持不變