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	Decatur Capital Management Decatur, Georgia	US$3954萬	+US$229萬	4	23%	增持
1977	Duff & Phelps Investment Management Chicago, Illinois	US$3953萬	-US$9.13萬	6	0.46%	減碼
1978	Financial Avengers Oakland, California	US$3933萬	-US$58.6萬	7	24.61%	減碼
1979	Wilsey Asset Management San Diego, California	US$3930萬	-US$718萬	1	9.02%	減碼
1980	Fairfield, Bush & Co Darien, Connecticut	US$3928萬	+US$21.3萬	6	19.7%	增持
1981	Forum Financial Management Lombard, Illinois	US$3928萬	-US$168萬	10	1.88%	減碼
1982	Delta Investment Management San Francisco, California	US$3913萬	+US$747萬	5	11.61%	增持
1983	Cinctive Capital Management New York	US$3913萬	+US$542萬	6	1.45%	增持
1984	CG Cutler Group San Francisco, California	US$3909萬	-US$1229萬	30	2.06%	減碼
1985	Pine Ridge Advisers New York	US$3901萬	-US$79.1萬	3	10.61%	減碼
1986	LCM Lionstone Capital Management New York	US$3900萬	+US$195萬	1	11.57%	增持
1987	HIM Hotaling Investment Management Wayne, Pennsylvania	US$3894萬	+US$41.2萬	5	14.97%	增持
1988	WPI Walter Public Investments Westmount, Canada	US$3876萬	+US$4308萬	2	13.09%	新
1989	Stewart Asset Management New York	US$3875萬	+US$446萬	4	20.59%	增持
1990	Roberts Wealth Advisors Palo Alto, California	US$3866萬	-US$5.01萬	7	15.15%	減碼
1991	Bridgewater Advisors New York	US$3860萬	+US$231萬	9	9.38%	增持
1992	CEI Clark Estates Inc New York	US$3858萬	+US$104萬	3	6.09%	增持
1993	Steamboat Capital Partners Rye, New York	US$3852萬	-US$8.71萬	3	11.38%	減碼
1994	Foyston, Gordon, & Payne Toronto, Ontario, Canada	US$3852萬	+US$430萬	3	9.44%	增持
1995	XML Financial Bethesda, Maryland	US$3837萬	-US$16.6萬	6	4.56%	減碼
1996	Blue Grotto Capital Atlanta, Georgia	US$3829萬	+US$761萬	1	8.17%	增持
1997	Perkins Coie Trust Company Seattle, Washington	US$3825萬	-US$41.3萬	9	11.87%	減碼
1998	AlphaCrest Capital Management New York	US$3824萬	-US$2710萬	15	2.14%	減碼
1999	Crescent Park Management East Palo Alto, California	US$3823萬	-US$462萬	1	6.19%	減碼
2000	Rollins Financial Atlanta, Georgia	US$3816萬	+US$30萬	5	11.22%	增持