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
376	Shell Asset Management The Hague, Netherlands	US$2.84億	+US$683萬	11	6.23%	增持
377	Swiss Life Asset Management Zurich,	US$2.83億	+US$3527萬	8	7.63%	增持
378	Hexavest Montreal, Quebec, Canada	US$2.82億	+US$1214萬	5	3.35%	增持
379	Tybourne Capital Management Hong Kong	US$2.81億	-US$2.78億	1	12.59%	減碼
380	Williams Jones & Associates New York	US$2.79億	+US$2916萬	6	7.31%	增持
381	Regions Financial Corp Birmingham, Alabama	US$2.79億	+US$84.2萬	11	3.3%	增持
382	VanEck Associates New York	US$2.76億	+US$136萬	9	1.22%	增持
383	BP London, United Kingdom	US$2.76億	+US$449萬	10	10.45%	增持
384	Wedgewood Partners St Louis, Missouri	US$2.74億	+US$2925萬	2	7.07%	增持
385	Edge Asset Management Seattle, Washington	US$2.74億	-US$3068萬	6	2.07%	減碼
386	Mar Vista Investment Partners Los Angeles, California	US$2.74億	+US$4.41萬	4	11.4%	增持
387	MC Maplelane Capital New York	US$2.73億	+US$1.49億	5	7.27%	增持
388	Comgest Global Investors Paris, France	US$2.72億	+US$4899萬	5	7.31%	增持
389	Jacobs Levy Equity Management Florham Park, New Jersey	US$2.72億	-US$6273萬	10	5.5%	減碼
390	Point72 Asset Management Stamford, Connecticut	US$2.68億	+US$6941萬	6	1.49%	增持
391	Tweedy, Browne Co Stamford, Connecticut	US$2.66億	-US$18萬	3	7.65%	減碼
392	Zurich Insurance Group Zurich, Switzerland	US$2.66億	+US$139萬	10	7.71%	增持
393	Norinchukin Bank Tokyo, Japan	US$2.65億	+US$614萬	11	5.7%	增持
394	DFO Duquesne Family Office New York	US$2.64億	+US$2.48億	4	17.33%	增持
395	Marathon Asset Management (UK) London, United Kingdom	US$2.64億	+US$805萬	4	5.78%	增持
396	Smith Group Asset Management Dallas, Texas	US$2.63億	-US$1880萬	7	7.6%	減碼
397	Dorsal Capital Management Redwood City, California	US$2.62億	+US$1136萬	2	13.98%	增持
398	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	US$2.62億	-US$631萬	8	1.72%	減碼
399	Senator Investment Group New York	US$2.61億	-US$2.79億	1	3.21%	減碼
400	United Capital Financial Advisors Irving, Texas	US$2.61億	+US$1692萬	11	2.43%	增持