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	Cornerstone Investment Partners Atlanta, Georgia	US$4.18億	-US$2563萬	5	12.84%	減碼
277	Greylock XIII Menlo Park, California	US$4.18億	+US$4.55億	1	98.96%	新
278	Fundsmith LLP London, United Kingdom	US$4.18億	US$0	1	10.5%	維持不變
279	Comerica Bank Dallas, Texas	US$4.17億	+US$1300萬	11	4.1%	增持
280	KCM Kensico Capital Management Greenwich, Connecticut	US$4.13億	+US$353萬	1	8.51%	增持
281	GAM Holding Zurich, Switzerland	US$4.11億	+US$3903萬	12	6.39%	增持
282	Virtus Fund Advisers Hartford, Connecticut	US$4.08億	+US$1573萬	7	3.6%	增持
283	CI Investments Inc Toronto, Ontario, Canada	US$4.08億	-US$593萬	6	5.21%	減碼
284	Two Sigma Investments New York	US$4.07億	-US$3.55億	14	1.95%	減碼
285	Winton Group London, United Kingdom	US$4.06億	+US$6980萬	6	3.61%	增持
286	Thomaspartners Boston, Massachusetts	US$4.06億	+US$1174萬	3	6.24%	增持
287	Mackenzie Financial Toronto Ontario, Ontario, Canada	US$4.04億	+US$3388萬	8	2.51%	增持
288	Fairpointe Capital Chicago, Illinois	US$4.02億	+US$5883萬	5	7.27%	增持
289	Omega Advisors New York	US$4.02億	+US$5078萬	3	8.77%	增持
290	JP Morgan Private Wealth Advisors San Francisco, California	US$4.01億	+US$1.56億	13	4.12%	增持
291	Ruffer LLP London, United Kingdom	US$3.99億	-US$5965萬	4	17.49%	減碼
292	Fayez Sarofim & Co Houston, Texas	US$3.94億	-US$1453萬	6	2.27%	減碼
293	Alleghany Corporation New York	US$3.88億	+US$1.31億	2	13.69%	增持
294	Axiom Investors Greenwich, Connecticut	US$3.84億	+US$1.13億	5	12.41%	增持
295	CCM Cornerstone Capital Management Edina, Minnesota	US$3.83億	+US$6204萬	3	15.67%	增持
296	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	US$3.83億	+US$1303萬	13	4.88%	增持
297	C WorldWide Group Copenhagen, Denmark	US$3.82億	-US$1506萬	3	6.68%	減碼
298	South Dakota Investment Council Sioux Falls, South Dakota	US$3.81億	-US$1913萬	7	8.34%	減碼
299	Employees Retirement System of Texas Austin, Texas	US$3.78億	+US$304萬	12	5.24%	增持
300	Natixis Paris, France	US$3.68億	+US$1.57億	7	6.14%	增持