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	Aperio Group Sausalito, California	US$2.96億	+US$593萬	9	4.3%	增持
277	BHG Blue Harbour Group Greenwich, Connecticut	US$2.96億	+US$6517萬	1	11.47%	增持
278	Virginia Retirement Systems Richmond, Virginia	US$2.93億	-US$143萬	7	5.08%	減碼
279	Two Sigma Investments New York	US$2.93億	+US$2743萬	7	1.32%	增持
280	Millennium Management New York	US$2.93億	+US$1.02億	10	0.81%	增持
281	Thomaspartners Boston, Massachusetts	US$2.91億	+US$4454萬	3	6.08%	增持
282	Royal London Asset Management United Kingdom	US$2.91億	-US$3421萬	9	6.68%	減碼
283	IRF IBM Retirement Fund Armonk, New York	US$2.88億	-US$269萬	9	5.53%	減碼
284	DnB Asset Management Oslo, Norway	US$2.81億	+US$2.73億	6	5.96%	新
285	ExxonMobil Investment Management Irving, Texas	US$2.81億	-US$988萬	8	6.32%	減碼
286	Bessemer Group Woodbridge, New Jersey	US$2.81億	+US$1490萬	9	1.73%	增持
287	CCM Cornerstone Capital Management Edina, Minnesota	US$2.79億	-US$2.2億	2	8.94%	減碼
288	United States Steel & Carnegie Pension Fund New York	US$2.79億	+US$4929萬	3	6.19%	增持
289	Fiera Capital (Canada) Montreal, Quebec, Canada	US$2.76億	-US$1027萬	5	1.42%	減碼
290	Brandes Investment Partners La Jolla, California	US$2.74億	-US$528萬	2	3.32%	減碼
291	SA SQ Advisors Naples, Florida	US$2.72億	+US$1080萬	1	11.08%	增持
292	OP Oldfield Partners London, United Kingdom	US$2.72億	+US$270萬	1	11.48%	增持
293	JP Morgan Private Wealth Advisors San Francisco, California	US$2.71億	+US$8182萬	9	4.58%	增持
294	Atalanta Sosnoff Capital New York	US$2.66億	-US$1.9億	5	5.82%	減碼
295	Edge Asset Management Seattle, Washington	US$2.64億	+US$2285萬	6	2.65%	增持
296	Beck Mack & Oliver New York	US$2.62億	-US$554萬	5	5.89%	減碼
297	Causeway Capital Management Los Angeles, California	US$2.62億	+US$3580萬	2	10.71%	增持
298	Federated Hermes Pittsburgh, Pennsylvania	US$2.61億	+US$1709萬	11	0.82%	增持
299	Banque Pictet & Cie Geneva 73, Switzerland	US$2.6億	+US$3647萬	5	6.51%	增持
300	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	US$2.57億	-US$4963萬	9	5.37%	減碼