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
151	GE General Electric Evendale, Ohio	US$9.1億	+US$4021萬	8	2.04%	增持
152	Retirement Systems of Alabama Montgomery, Alabama	US$9.09億	-US$4601萬	8	4.94%	減碼
153	Credit Agricole Montrouge Cedex, France	US$9.06億	-US$8515萬	11	4.25%	減碼
154	Wellcome Trust London, United Kingdom	US$9.05億	+US$3380萬	4	18.31%	增持
155	Thrivent Financial for Lutherans Minneapolis, Minnesota	US$8.99億	+US$1.77億	9	4.96%	增持
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	US$8.91億	+US$1047萬	11	5.13%	增持
157	NC Northern Cross Boston, Massachusetts	US$8.84億	+US$9.7億	1	17.88%	新
158	Nationwide Fund Advisors Columbus, Ohio	US$8.67億	+US$6248萬	12	3.56%	增持
159	AIG American International Group New York	US$8.64億	+US$1323萬	15	3.46%	增持
160	Institutional Capital Chicago, Illinois	US$8.58億	-US$1.28億	2	6%	減碼
161	Teacher Retirement System of Texas Austin, Texas	US$8.31億	-US$668萬	11	6.25%	減碼
162	1832 Asset Management Toronto, Ontario, Canada	US$8.21億	-US$1.04億	6	2.79%	減碼
163	LSV Asset Management Chicago, Illinois	US$8.18億	+US$2877萬	8	1.7%	增持
164	Guggenheim Capital Chicago, Illinois	US$8.02億	-US$6250萬	12	1.98%	減碼
165	Flossbach Von Storch Cologne, Germany	US$7.96億	+US$2364萬	5	15.39%	增持
166	Gateway Investment Advisers Cincinnati, Ohio	US$7.88億	-US$407萬	8	6.57%	減碼
167	Diamond Hill Capital Management Columbus, Ohio	US$7.88億	+US$3624萬	3	5.23%	增持
168	First Manhattan New York	US$7.87億	+US$1953萬	10	4.65%	增持
169	Harding Loevner Bridgewater, New Jersey	US$7.79億	+US$1.6億	4	5.46%	增持
170	Lansdowne Partners (UK) London, United Kingdom	US$7.56億	+US$1181萬	2	6.45%	增持
171	Natixis Paris, France	US$7.52億	+US$3.56億	7	10.17%	增持
172	Sanders Capital West Palm Beach, Florida	US$7.46億	-US$81.5萬	2	7.03%	減碼
173	Calamos Advisors Naperville, Illinois	US$7.45億	-US$2008萬	9	4.6%	減碼
174	Comerica Bank Dallas, Texas	US$7.26億	+US$3.57億	10	3.11%	增持
175	Polen Capital Management Boca Raton, Florida	US$7.24億	-US$1755萬	2	14.03%	減碼