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
2101	CK Carnick & Kubik Colorado Springs, Colorado	US$390萬	+US$98.3萬	3	3.19%	增持
2102	IIA IPG Investment Advisors San Diego, California	US$388萬	+US$47.5萬	4	1.41%	增持
2103	IMS Index Management Solutions Philadelphia, Pennsylvania	US$388萬	-US$1132萬	12	3.63%	減碼
2104	POA Pergamon Offshore Advisors New York	US$388萬	+US$37.9萬	3	4.09%	增持
2105	First Commonwealth Financial Corp Indiana, Pennsylvania	US$387萬	-US$28.2萬	4	4.53%	減碼
2106	KT Kanaly Trust Houston, Texas	US$386萬	-US$6.69萬	7	0.77%	減碼
2107	GC Grace Capital Quincy, Massachusetts	US$385萬	+US$230萬	2	1.59%	增持
2108	ABP Arthur B. Page	US$384萬	+US$28.6萬	3	3.59%	增持
2109	WCM Wunderlich Capital Managemnt Memphis, Tennessee	US$384萬	+US$2.4萬	3	3.71%	增持
2110	HPBT High Point Bank & Trust High Point, North Carolina	US$383萬	-US$19.5萬	6	1.14%	減碼
2111	BCM Boltwood Capital Management Walnut Creek, California	US$383萬	-US$2977萬	5	3.76%	減碼
2112	FSA Financial Sense Advisors San Diego, California	US$382萬	-US$66.6萬	1	1.78%	減碼
2113	Wealth Architects Mountain View, California	US$381萬	+US$56.3萬	6	2.05%	增持
2114	CRIG Charter Research & Investment Group Southport, Connecticut	US$380萬	+US$1.41萬	4	4.22%	增持
2115	Semper Augustus Investments Group Highlands Ranch, Colorado	US$380萬	-US$3,103	1	2.54%	減碼
2116	BL BCWM LLC Overland Park, Kansas	US$379萬	-US$52.8萬	2	1.59%	減碼
2117	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	US$376萬	-US$15.1萬	1	1.75%	減碼
2118	DMK David M. Knott	US$373萬	US$0	2	0.77%	維持不變
2119	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	US$373萬	+US$18.6萬	2	2.42%	增持
2120	PSI Pinnacle Summer Investments Fairfax, Virginia	US$373萬	-US$749萬	7	0.79%	減碼
2121	CA Cambridge Advisors Omaha, Nebraska	US$372萬	-US$884萬	3	2.1%	減碼
2122	Mengis Capital Management Portland, Oregon	US$372萬	+US$36.3萬	4	3.11%	增持
2123	Driehaus Capital Management Chicago, Illinois	US$372萬	-US$3715萬	1	0.13%	減碼
2124	Lincoln National Corp Radnor, Pennsylvania	US$371萬	+US$78.5萬	5	0.27%	增持
2125	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	US$371萬	+US$10.4萬	3	4.04%	增持