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
276	Oldfield Partners London, United Kingdom	US$2.63億	+US$2679萬	1	13.47%	增持
277	CCM Cornerstone Capital Management Edina, Minnesota	US$2.6億	-US$5722萬	2	8.02%	減碼
278	Sit Investment Associates Minneapolis, Minnesota	US$2.57億	-US$422萬	7	4.93%	減碼
279	Arrowstreet Capital Boston, Massachusetts	US$2.57億	+US$2.12億	3	1.63%	增持
280	DL Delta Lloyd Amsterdam, Netherlands	US$2.55億	-US$3672萬	9	9.78%	減碼
281	ExxonMobil Investment Management Irving, Texas	US$2.54億	-US$952萬	8	6.37%	減碼
282	Atalanta Sosnoff Capital New York	US$2.54億	-US$1.01億	4	6.7%	減碼
283	Sound Shore Management Greenwich, Connecticut	US$2.53億	-US$794萬	3	4.7%	減碼
284	Capital International Inc Los Angeles, California	US$2.52億	-US$621萬	4	11.16%	減碼
285	Polar Capital London, United Kingdom	US$2.5億	-US$2985萬	8	6.68%	減碼
286	Burgundy Asset Management Toronto, Ontario, Canada	US$2.5億	+US$776萬	3	3.92%	增持
287	Highbridge Capital Management New York	US$2.5億	-US$1722萬	7	2.64%	減碼
288	Generation Investment Management London, United Kingdom	US$2.46億	-US$1002萬	1	4.69%	減碼
289	Oakbrook Investments Lisle, Illinois	US$2.46億	-US$3887萬	6	7.18%	減碼
290	Fort Washington Investment Advisors Cincinnati, Ohio	US$2.45億	+US$1233萬	6	5.88%	增持
291	DFO Duquesne Family Office New York	US$2.45億	+US$4701萬	2	28.96%	增持
292	Shell Asset Management The Hague, Netherlands	US$2.42億	-US$515萬	8	4.45%	減碼
293	AGF Investments Inc Toronto, Ontario, Canada	US$2.4億	+US$4387萬	5	2.71%	增持
294	Saturna Capital Bellingham, Washington	US$2.4億	-US$1942萬	6	6.37%	減碼
295	Mitsubishi UFJ Asset Management Tokyo, Japan	US$2.39億	+US$1617萬	10	6.24%	增持
296	Royal London Asset Management United Kingdom	US$2.39億	+US$361萬	9	6.41%	增持
297	CS McKee Pittsburgh, Pennsylvania	US$2.39億	-US$1034萬	3	4.06%	減碼
298	Nomura Holdings Tokyo, Japan	US$2.38億	+US$6168萬	12	1.43%	增持
299	Tiger Global Management New York	US$2.38億	-US$6677萬	1	3.98%	減碼
300	Edge Asset Management Seattle, Washington	US$2.35億	-US$1667萬	5	2.81%	減碼