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
226	Aristotle Capital Management Los Angeles, California	US$27.2億	-US$1.34億	4	5.7%	減碼
227	Candriam SCA Strassen, Luxembourg, Luxembourg	US$27.1億	+US$1.34億	16	14.06%	增持
228	CIBC World Market Toronto, Ontario, Canada	US$26.8億	-US$2.23億	20	4.38%	減碼
229	Teacher Retirement System of Texas Austin, Texas	US$26.4億	+US$5725萬	19	10.99%	增持
230	ING Group Amsterdam, Netherlands	US$26.3億	+US$10.9億	12	16.06%	增持
231	Tidal Investments Milwaukee, Wisconsin	US$26.1億	+US$10.6億	23	5.51%	增持
232	Banque Pictet & Cie Geneva 73, Switzerland	US$25.8億	-US$3.37億	12	18.17%	減碼
233	Mawer Investment Management Calgary, Alberta, Canada	US$25.6億	-US$3.49億	4	16.57%	減碼
234	Cardano Risk Management Rotterdam, Netherlands	US$25.5億	+US$1.11億	5	24.97%	增持
235	Employees Provident Fund Board Shah Alam, Malaysia	US$25.3億	+US$4.39億	5	19.15%	增持
236	Life Cycle Investment Partners London,	US$25.2億	+US$3.25億	4	16.04%	增持
237	Point72 Asset Management Stamford, Connecticut	US$25.2億	-US$6.55億	19	3.22%	減碼
238	Tredje AP-fonden Se-111 91 Stockholm, Sweden	US$25億	+US$5.42億	16	13.69%	增持
239	UniSuper Management Melbourne, Victoria, Australia	US$24.8億	-US$1.95億	16	16.25%	減碼
240	Scotia Capital Toronto, Ontario, Canada	US$24.8億	+US$792萬	15	10.2%	增持
241	Brown Brothers Harriman & Co New York	US$24.7億	-US$5506萬	21	13.26%	減碼
242	Commerce Bank Kansas City, Missouri	US$24.6億	+US$2.93億	17	11.93%	增持
243	Wealth Enhancement Advisory Services Plymouth, Minnesota	US$24.5億	-US$9.18億	30	5%	減碼
244	Menora Mivtachim Holdings Ramat Gan, Israel	US$24.3億	-US$6.75億	3	11.51%	減碼
245	State of Michigan Retirement System Lansing, Michigan	US$24.2億	-US$2.46億	14	12.8%	減碼
246	Fjarde Ap-fonden Stockholm, Sweden	US$24億	+US$10.1億	16	13.07%	增持
247	MN Services Vermogensbeheer The Hague, Netherlands	US$23.8億	-US$869萬	13	15.7%	減碼
248	Bridgewater Associates Westport, Connecticut	US$23.6億	+US$7.52億	15	10.53%	增持
249	Skye Global Management West Palm Beach, Florida	US$23.6億	+US$1.83億	3	47.15%	增持
250	Arizona State Retirement System Phoenix, Arizona	US$23.2億	-US$7304萬	23	13.54%	減碼