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
451	Cornerstone Investment Partners Atlanta, Georgia	US$2.3億	-US$8280萬	5	10.55%	減碼
452	AIA Group Hong Kong	US$2.29億	+US$2712萬	1	45.57%	增持
453	DCM Dupont Capital Management Wilmington, Delaware	US$2.29億	+US$799萬	13	5.1%	增持
454	Evercore Wealth Management New York	US$2.28億	-US$285萬	13	8.81%	減碼
455	Beck Mack & Oliver New York	US$2.26億	+US$49.7萬	6	7.62%	增持
456	Eagle Asset Management St Petersburg, Florida	US$2.26億	-US$2934萬	6	1.37%	減碼
457	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	US$2.25億	+US$1.32億	6	1.71%	增持
458	Saratoga Research & Investment Management Saratoga, California	US$2.21億	+US$680萬	5	17.57%	增持
459	Santa Barbara Asset Management Los Angeles, California	US$2.21億	-US$201萬	1	3.71%	減碼
460	WP Wedgewood Partners St Louis, Missouri	US$2.2億	-US$8101萬	2	6.75%	減碼
461	HM Payson & Co Portland, Maine	US$2.17億	+US$2341萬	7	9.78%	增持
462	Första AP-fonden Stockholm, Sweden	US$2.17億	-US$457萬	7	6.06%	減碼
463	SAM Sentinel Asset Management Montpelier, Vermont	US$2.14億	+US$1222萬	5	5.18%	增持
464	Amalgamated Bank New York	US$2.13億	+US$7727萬	14	6.99%	增持
465	Corvex Management New York	US$2.13億	+US$5203萬	1	6.92%	增持
466	Gotham Asset Management New York	US$2.12億	+US$1.04億	9	2.98%	增持
467	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	US$2.12億	-US$3116萬	8	2.53%	減碼
468	Marshall Wace London, United Kingdom	US$2.12億	+US$1727萬	10	9.34%	增持
469	Advisors Asset Management Monument, Colorado	US$2.12億	+US$1491萬	12	3.54%	增持
470	KM Kylin Management New York	US$2.11億	+US$3564萬	1	28.72%	增持
471	SD Sumway Development Shanghai, China	US$2.11億	+US$6109萬	2	51.82%	增持
472	Ladenburg Thalmann Financial Services Miami, Florida	US$2.1億	+US$812萬	21	2.46%	增持
473	Coronation Fund Managers Cape Town, South Africa	US$2.09億	+US$7432萬	4	6.45%	增持
474	AustralianSuper Melbourne, Australia	US$2.08億	+US$3171萬	4	16%	增持
475	EC EMS Capital New York	US$2.08億	-US$1111萬	5	18.39%	減碼