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
26	Ameriprise Minneapolis, Minnesota	US$94.1億	-US$2.2億	14	5.61%	減碼
27	Franklin Resources San Mateo, California	US$93.4億	-US$1.32億	13	4.96%	減碼
28	Goldman Sachs New York	US$93億	+US$4.08億	19	3.06%	增持
29	Massachusetts Financial Services Boston, Massachusetts	US$82.5億	+US$2.04億	9	4.29%	增持
30	UBS AM Chicago, Illinois	US$70.2億	+US$4.76億	13	8.14%	增持
31	AllianceBernstein Nashville, Tennessee	US$68.3億	+US$2.78億	16	5.81%	增持
32	Eagle Capital Management (New York) New York	US$67.7億	-US$3.47億	7	28.33%	減碼
33	Legal & General Group London, United Kingdom	US$64.1億	+US$1.4億	13	7.09%	增持
34	Janus Henderson Investors US Denver, Colorado	US$58.3億	+US$1.17億	12	5.05%	增持
35	Deutsche Bank Frankfurt Am Main Ge, Germany	US$54.6億	-US$9.12億	18	4.11%	減碼
36	Sands Capital Management Arlington, Virginia	US$53億	+US$5963萬	5	15.67%	增持
37	American Century Companies Kansas City, Missouri	US$50.8億	-US$1.98億	12	5.93%	減碼
38	Harris Associates Chicago, Illinois	US$50.3億	-US$5.01億	5	9.47%	減碼
39	OppenheimerFunds New York	US$49.7億	+US$5124萬	10	6.59%	增持
40	BlackRock Investment Management Wilmington, Delaware	US$48.3億	+US$2.68億	16	6.29%	增持
41	Loomis, Sayles & Company Boston, Massachusetts	US$47.4億	+US$3.04億	8	13.46%	增持
42	BlackRock Advisors Wilmington, Delaware	US$46.1億	+US$2.68億	15	4.84%	增持
43	Viking Global Investors Stamford, Connecticut	US$45億	+US$5.58億	4	19.82%	增持
44	New York State Common Retirement Fund Albany, New York	US$44.7億	+US$5011萬	16	6.83%	增持
45	Fisher Asset Management Camas, Washington	US$44.1億	+US$6020萬	8	8.39%	增持
46	Charles Schwab San Francisco, California	US$44.1億	+US$1.47億	16	5.8%	增持
47	Allianz Asset Management Munich, Germany	US$43.6億	-US$4056萬	11	4.96%	減碼
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	US$43.3億	+US$1.15億	12	7.58%	增持
49	Waddell & Reed Financial Overland Park, Kansas	US$42.7億	-US$4.25億	8	8.01%	減碼
50	Magellan Asset Management Sydney, Australia	US$42億	-US$1.25億	5	22.65%	減碼