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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
226
Axiom Investors
Axiom Investors
Connecticut
US$8.04億 -US$1188萬 5 18.05% 減碼
227
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$8.04億 +US$4783萬 6 6.17% 增持
228
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$8.02億 -US$2.82億 14 3.14% 減碼
229
Natixis Advisors
Natixis Advisors
Massachusetts
US$7.95億 -US$3756萬 12 8.4% 減碼
230
Suvretta Capital Management
Suvretta Capital Management
New York
US$7.91億 +US$1.58億 3 22.31% 增持
231
William Blair & Company
William Blair & Company
Illinois
US$7.9億 -US$1.69億 14 5.92% 減碼
232
Victory Capital Management
Victory Capital Management
Texas
US$7.51億 -US$3171萬 14 1.69% 減碼
233
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$7.47億 -US$6092萬 7 6.4% 減碼
234
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$7.42億 -US$1.27萬 5 8.13% 減碼
235
Soroban Capital Partners
Soroban Capital Partners
New York
US$7.36億 +US$3.96億 1 2.78% 增持
236
LSV Asset Management
LSV Asset Management
Illinois
US$7.26億 -US$3795萬 9 1.2% 減碼
237
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$7.25億 -US$2107萬 6 11.21% 減碼
238
DFO
Duquesne Family Office
New York
US$7.17億 +US$1.11億 4 32.6% 增持
239
Nomura Asset Management
Nomura Asset Management
Japan
US$7.15億 -US$6825萬 13 9.23% 減碼
240
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$6.97億 +US$2207萬 17 5.02% 增持
241
Polar Capital
Polar Capital
United Kingdom
US$6.97億 -US$950萬 6 7.85% 減碼
242
Southeastern Asset Management
Southeastern Asset Management
Tennessee
US$6.93億 -US$4159萬 1 8.33% 減碼
243
Genesis Asset Managers
Genesis Asset Managers
United Kingdom
US$6.92億 -US$3365萬 1 24.26% 減碼
244
Comerica Bank
Comerica Bank
Texas
US$6.89億 +US$465萬 14 4.98% 增持
245
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$6.88億 +US$3.21億 8 6.39% 增持
246
Millennium Management
Millennium Management
New York
US$6.87億 -US$1.54億 18 1.05% 減碼
247
ValueAct Holdings
ValueAct Holdings
California
US$6.71億 -US$5.11億 1 6.73% 減碼
248
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$6.69億 -US$1758萬 6 9.41% 減碼
249
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$6.69億 +US$1277萬 14 4.79% 增持
250
Tesco Pension Investment
Tesco Pension Investment
United Kingdom
US$6.57億 +US$834萬 4 18.86% 增持