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$246億	+US$4.03億	29	6.33%	增持
27	Ameriprise Minneapolis, Minnesota	US$243億	-US$2.41億	26	8.61%	減碼
28	Charles Schwab San Francisco, California	US$240億	+US$1.28億	26	9.51%	增持
29	Janus Henderson Group London,	US$239億	-US$1.38億	17	11.09%	減碼
30	Jennison Associates New York	US$227億	-US$6.92億	9	16.18%	減碼
31	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	US$188億	-US$19.4億	18	12.17%	減碼
32	Deutsche Bank Frankfurt Am Main Ge, Germany	US$188億	-US$1.12億	28	11.5%	減碼
33	Fisher Asset Management Camas, Washington	US$188億	+US$7.52億	10	14.05%	增持
34	Swiss National Bank Zurich, Switzerland	US$180億	-US$4.62億	25	12.82%	減碼
35	UBS Group Zurich, Switzerland	US$174億	-US$1.35億	36	5.89%	減碼
36	Franklin Resources San Mateo, California	US$173億	-US$8.57億	19	7.33%	減碼
37	Parametric Portfolio Associates Seattle, Washington	US$165億	+US$4154萬	25	10.32%	增持
38	Primecap Management Pasadena, California	US$165億	-US$11.8億	11	12.27%	減碼
39	Loomis, Sayles & Company Boston, Massachusetts	US$155億	-US$6.72億	16	20.46%	減碼
40	American Century Companies Kansas City, Missouri	US$151億	-US$6272萬	19	11.74%	減碼
41	Amundi Asset Management US Boston, Massachusetts	US$146億	+US$4.64億	21	12.39%	增持
42	Dimensional Fund Advisors Austin, Texas	US$144億	+US$1.5億	24	5.19%	增持
43	Credit Suisse Zurich, Switzerland	US$141億	+US$16.2億	27	6.89%	增持
44	California Public Employees Retirement System Sacramento, California	US$126億	+US$4.13億	27	9.73%	增持
45	ClearBridge Investments New York	US$126億	-US$6.25億	13	9.73%	減碼
46	Magellan Asset Management Sydney, Australia	US$112億	-US$5億	5	25.93%	減碼
47	Allianz Asset Management Munich, Germany	US$111億	+US$7.74億	21	10.95%	增持
48	Schroder Investment Management Group London, United Kingdom	US$110億	-US$5.75億	17	15.6%	減碼
49	Dodge & Cox San Francisco, California	US$108億	-US$7.65億	9	8.52%	減碼
50	New York State Common Retirement Fund Albany, New York	US$106億	-US$4.12億	25	11.82%	減碼