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	Goldman Sachs New York	US$109億	+US$8.92億	21	3.3%	增持
27	Ameriprise Minneapolis, Minnesota	US$107億	+US$2.28億	15	5.99%	增持
28	Franklin Resources San Mateo, California	US$107億	+US$1.82億	15	5.57%	增持
29	Massachusetts Financial Services Boston, Massachusetts	US$89.2億	-US$7973萬	11	4.35%	減碼
30	UBS AM Chicago, Illinois	US$81.4億	+US$9673萬	15	8.77%	增持
31	Deutsche Bank Frankfurt Am Main Ge, Germany	US$77.5億	+US$5.84億	19	5.48%	增持
32	Legal & General Group London, United Kingdom	US$73.3億	-US$396萬	14	7.43%	減碼
33	AllianceBernstein Nashville, Tennessee	US$73.2億	-US$2.01億	16	6.17%	減碼
34	Janus Henderson Investors US Denver, Colorado	US$72.7億	+US$6196萬	13	6.14%	增持
35	American Century Companies Kansas City, Missouri	US$66.6億	+US$3.96億	12	7.32%	增持
36	Eagle Capital Management (New York) New York	US$64.3億	-US$4.5億	7	27.73%	減碼
37	Sands Capital Management Arlington, Virginia	US$61.7億	-US$1.61億	5	18.16%	減碼
38	Loomis, Sayles & Company Boston, Massachusetts	US$60.7億	+US$2.19億	12	15.36%	增持
39	Viking Global Investors Stamford, Connecticut	US$57.6億	+US$2.11億	6	24.83%	增持
40	OppenheimerFunds New York	US$56億	+US$1.23億	12	7.03%	增持
41	Schroder Investment Management Group London, United Kingdom	US$54.3億	+US$1.91億	12	10.15%	增持
42	BlackRock Investment Management Wilmington, Delaware	US$53.9億	-US$1.05億	19	6.62%	減碼
43	Charles Schwab San Francisco, California	US$51.5億	+US$1.03億	18	6.05%	增持
44	Credit Suisse Zurich, Switzerland	US$51.2億	+US$3.95億	18	4.85%	增持
45	New York State Common Retirement Fund Albany, New York	US$50.6億	-US$961萬	18	7.29%	減碼
46	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	US$49.8億	+US$5748萬	11	8.17%	增持
47	Allianz Asset Management Munich, Germany	US$47.3億	+US$899萬	12	4.6%	增持
48	Swiss National Bank Zurich, Switzerland	US$47.1億	-US$2862萬	14	7.55%	減碼
49	Fisher Asset Management Camas, Washington	US$46.7億	+US$680萬	8	8.29%	增持
50	BlackRock Advisors Wilmington, Delaware	US$46.3億	-US$5.04億	19	4.76%	減碼