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
251	Thornburg Investment Management Santa Fe, New Mexico	US$5.71億	+US$1.75億	6	4.64%	增持
252	ProShare Advisors Bethesda, Maryland	US$5.69億	-US$1588萬	10	5.95%	減碼
253	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	US$5.67億	-US$562萬	6	3.59%	減碼
254	Comerica Bank Dallas, Texas	US$5.67億	+US$78.8萬	13	4.3%	增持
255	Gulf International Bank (UK) London, United Kingdom	US$5.64億	+US$903萬	11	8.24%	增持
256	Hermes Investment Management London Uk, United Kingdom	US$5.57億	+US$1.32億	5	9.01%	增持
257	M&T Bank Buffalo, New York	US$5.45億	+US$1243萬	12	3.29%	增持
258	Egerton Capital (UK) London, United Kingdom	US$5.42億	-US$3億	2	5.87%	減碼
259	Axiom Investors Greenwich, Connecticut	US$5.41億	-US$2336萬	5	13.87%	減碼
260	Scharf Investments Los Gatos, California	US$5.41億	-US$3217萬	2	12.94%	減碼
261	Burgundy Asset Management Toronto, Ontario, Canada	US$5.4億	-US$2330萬	2	5.26%	減碼
262	Tesco Pension Investment London, United Kingdom	US$5.38億	+US$1558萬	4	17.77%	增持
263	Baird Financial Group Milwaukee, Wisconsin	US$5.37億	+US$1112萬	9	4.34%	增持
264	Glenview Capital Management New York	US$5.37億	-US$1.1億	1	3.56%	減碼
265	Mirae Asset Global Investments Seoul, South Korea	US$5.33億	-US$2895萬	11	9.96%	減碼
266	Third Point New York	US$5.28億	+US$1.64億	2	5.15%	增持
267	AWM Ashmore Wealth Management Wilmington, Delaware	US$5.2億	+US$66.2萬	3	28.06%	增持
268	ClearBridge LLC (Maryland) Baltimore, Maryland	US$5.19億	+US$3837萬	6	11.16%	增持
269	Highfields Capital Management Boston, Massachusetts	US$5.14億	-US$1.81億	2	4.77%	減碼
270	Texas Permanent School Fund Austin, Texas	US$4.98億	-US$1321萬	10	6.5%	減碼
271	KCM Kensico Capital Management Greenwich, Connecticut	US$4.98億	+US$631萬	1	8.27%	增持
272	Farallon Capital Management San Francisco, California	US$4.93億	-US$3634萬	2	5.41%	減碼
273	Columbus Circle Investors	US$4.91億	-US$1.65億	4	6.91%	減碼
274	GAM Holding Zurich, Switzerland	US$4.9億	+US$244萬	13	7.75%	增持
275	Natixis Paris, France	US$4.9億	-US$1.1億	9	6.11%	減碼