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	Janus Henderson Group London,	US$287億	-US$8.4億	27	13.85%	減碼
27	Royal Bank of Canada Toronto, Ontario, Canada	US$276億	-US$53.3億	38	6.9%	減碼
28	Wells Fargo San Francisco, California	US$262億	+US$10.4億	43	6.73%	增持
29	Jennison Associates New York	US$255億	+US$7.44億	10	18.75%	增持
30	Fisher Asset Management Camas, Washington	US$254億	+US$12.2億	11	14.97%	增持
31	Swiss National Bank Zurich, Switzerland	US$252億	+US$29.6億	26	14.2%	增持
32	Deutsche Bank Frankfurt Am Main Ge, Germany	US$245億	-US$9.43億	30	11.45%	減碼
33	Parametric Portfolio Associates Seattle, Washington	US$238億	+US$6.02億	28	12.49%	增持
34	Franklin Resources San Mateo, California	US$208億	+US$3.4億	23	8.3%	增持
35	UBS Group Zurich, Switzerland	US$196億	-US$8992萬	44	6.55%	減碼
36	American Century Companies Kansas City, Missouri	US$187億	+US$1353萬	20	12.81%	增持
37	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	US$185億	-US$4.29億	17	12.32%	減碼
38	Dimensional Fund Advisors Austin, Texas	US$180億	+US$5758萬	28	5.53%	增持
39	Primecap Management Pasadena, California	US$165億	-US$8.32億	11	12.46%	減碼
40	Baillie Gifford & Co Edinburgh, United Kingdom	US$161億	-US$10.6億	16	11.26%	減碼
41	Amundi Paris, France	US$160億	-US$16億	21	10.8%	減碼
42	Dodge & Cox San Francisco, California	US$152億	+US$5.2億	9	9.25%	增持
43	Loomis, Sayles & Company Boston, Massachusetts	US$150億	-US$6.96億	17	20.05%	減碼
44	California Public Employees Retirement System Sacramento, California	US$142億	-US$7.19億	22	11.05%	減碼
45	Bank of Montreal Toronto, Ontario, Canada	US$136億	-US$25.6億	32	6.6%	減碼
46	TCI Fund Management London, United Kingdom	US$135億	-US$15.3億	3	36.75%	減碼
47	Barclays London, United Kingdom	US$134億	-US$40.4億	39	10.52%	減碼
48	Allianz Asset Management Munich, Germany	US$131億	-US$4465萬	22	9.77%	減碼
49	New York State Common Retirement Fund Albany, New York	US$126億	+US$237萬	31	13.46%	增持
50	Polen Capital Management Boca Raton, Florida	US$123億	-US$16.5億	5	24.08%	減碼