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	Franklin Resources San Mateo, California	US$93.1億	+US$2.75億	13	5.01%	增持
27	Ameriprise Minneapolis, Minnesota	US$91.2億	-US$2.16億	15	5.34%	減碼
28	Goldman Sachs New York	US$87.4億	-US$5.73億	20	2.85%	減碼
29	Massachusetts Financial Services Boston, Massachusetts	US$81.4億	-US$6090萬	10	4.1%	減碼
30	UBS AM Chicago, Illinois	US$70.1億	+US$6747萬	15	7.92%	增持
31	AllianceBernstein Nashville, Tennessee	US$67.1億	+US$1.4億	16	5.78%	增持
32	Legal & General Group London, United Kingdom	US$65.4億	+US$2.22億	14	6.9%	增持
33	Eagle Capital Management (New York) New York	US$63.4億	-US$3.87億	7	27.26%	減碼
34	Janus Henderson Investors US Denver, Colorado	US$63.3億	+US$6.38億	13	5.37%	增持
35	Deutsche Bank Frankfurt Am Main Ge, Germany	US$62.7億	+US$9.38億	18	4.43%	增持
36	American Century Companies Kansas City, Missouri	US$55.2億	+US$4.64億	13	6.27%	增持
37	Sands Capital Management Arlington, Virginia	US$52.6億	-US$1.75億	5	16.25%	減碼
38	Loomis, Sayles & Company Boston, Massachusetts	US$51億	+US$2.59億	10	13.86%	增持
39	BlackRock Investment Management Wilmington, Delaware	US$48.9億	+US$1.39億	17	6.19%	增持
40	Viking Global Investors Stamford, Connecticut	US$48億	+US$4965萬	5	20.39%	增持
41	Harris Associates Chicago, Illinois	US$46.4億	-US$1.69億	4	9.35%	減碼
42	OppenheimerFunds New York	US$46.3億	-US$2.12億	10	6.07%	減碼
43	BlackRock Advisors Wilmington, Delaware	US$45.8億	+US$1.32億	18	4.65%	增持
44	New York State Common Retirement Fund Albany, New York	US$45.3億	+US$1.3億	17	6.61%	增持
45	Charles Schwab San Francisco, California	US$45.2億	+US$1.71億	17	5.66%	增持
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	US$43.6億	+US$7010萬	12	7.51%	增持
47	Schroder Investment Management Group London, United Kingdom	US$43.5億	+US$4.13億	11	8.73%	增持
48	Temasek Holdings Singapore	US$43億	+US$5.11億	1	33.6%	增持
49	Fisher Asset Management Camas, Washington	US$42.4億	-US$3.32億	8	7.87%	減碼
50	Swiss National Bank Zurich, Switzerland	US$42.1億	+US$3.51億	14	6.81%	增持