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
126	abrdn Investment Management Edinburgh, United Kingdom	US$14.6億	+US$7180萬	6	6.65%	增持
127	Aberdeen Asset Management Aberdeen, United Kingdom	US$14.3億	-US$1.25億	12	5.2%	減碼
128	BNP Paribas Financial Markets Paris, France	US$14.2億	+US$1.27億	16	6.02%	增持
129	Panagora Asset Management Boston, Massachusetts	US$14億	+US$4577萬	13	6.94%	增持
130	Chevy Chase Trust Bethesda, Maryland	US$13.8億	+US$2272萬	10	7.9%	增持
131	Vontobel Asset Management New York	US$13.8億	+US$1.34億	3	10.61%	增持
132	STRS Ohio Columbus, Ohio	US$13.7億	+US$389萬	13	6.15%	增持
133	GE General Electric Evendale, Ohio	US$13.4億	+US$5747萬	9	6.87%	增持
134	Axa Paris, France	US$13.1億	+US$8002萬	10	5.88%	增持
135	William Blair Investment Management Chicago, Illinois	US$13.1億	+US$2.51億	7	5.2%	增持
136	Generation Investment Management London, United Kingdom	US$12.9億	+US$3.35億	3	15.7%	增持
137	Canada Life Winnipeg, Manitoba, Canada	US$12.8億	+US$5131萬	13	4.63%	增持
138	Thrivent Financial for Lutherans Minneapolis, Minnesota	US$12.6億	-US$3133萬	10	6.09%	減碼
139	First Trust Advisors Wheaton, Illinois	US$12.6億	-US$3.85億	12	4.04%	減碼
140	Credit Agricole Montrouge Cedex, France	US$12.4億	-US$1.9億	14	5.89%	減碼
141	Independent Franchise Partners London, United Kingdom	US$12.4億	-US$1.65億	2	13.98%	減碼
142	Macquarie Group Sydney, NSW 2000, Australia	US$12.3億	+US$98.4萬	14	2.47%	增持
143	Egerton Capital (UK) London, United Kingdom	US$11.9億	+US$5.23億	2	11.34%	增持
144	Retirement Systems of Alabama Montgomery, Alabama	US$11.5億	-US$1644萬	10	6.82%	減碼
145	Polen Capital Management Boca Raton, Florida	US$11.4億	+US$1.16億	4	15.67%	增持
146	Sculptor Capital New York	US$11.3億	+US$5億	5	5.72%	增持
147	Teacher Retirement System of Texas Austin, Texas	US$11.2億	+US$654萬	13	7.59%	增持
148	Calamos Advisors Naperville, Illinois	US$11.2億	+US$1530萬	11	7.45%	增持
149	Janus Henderson Group London,	US$11億	-US$4714萬	13	8.9%	減碼
150	AIG American International Group New York	US$10.6億	+US$2260萬	17	4.13%	增持