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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
Melvin Capital Management
Melvin Capital Management
New York
US$10.3億 -US$8.2億 5 10.79% 減碼
227
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$10.3億 -US$2.61億 12 10.85% 減碼
228
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$10.2億 +US$8426萬 4 11.31% 增持
229
CIBC World Markets
CIBC World Markets
New York
US$10億 +US$1.86億 12 8.56% 增持
230
Longview Partners
Longview Partners
Guernsey
US$10億 -US$1132萬 1 4.94% 減碼
231
Marshall Wace North America
Marshall Wace North America
New York
US$10億 +US$2204萬 14 6.87% 增持
232
Maverick Capital
Maverick Capital
Texas
US$10億 -US$3.01億 5 12.38% 減碼
233
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$9.9億 +US$6011萬 14 9.06% 增持
234
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
US$9.9億 +US$4221萬 12 11.7% 增持
235
Glenview Capital Management
Glenview Capital Management
New York
US$9.9億 -US$4696萬 3 6.26% 減碼
236
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$9.8億 -US$8511萬 4 4.88% 減碼
237
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$9.6億 -US$1582萬 8 17.82% 減碼
238
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$9.6億 -US$5232萬 8 9.77% 減碼
239
Nomura Holdings
Nomura Holdings
Japan
US$9.5億 -US$5046萬 17 3.34% 減碼
240
Alleghany Corporation
Alleghany Corporation
New York
US$9.45億 +US$488萬 3 22.67% 增持
241
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$9.35億 +US$932萬 16 3.86% 增持
242
TCW Group
TCW Group
California
US$9.3億 -US$2906萬 8 7.63% 減碼
243
PointState Capital
PointState Capital
New York
US$9.2億 -US$2.1億 5 12.12% 減碼
244
GQG Partners
GQG Partners
Florida
US$9.08億 -US$2385萬 4 14.78% 減碼
245
Guggenheim Capital
Guggenheim Capital
Illinois
US$8.95億 -US$2904萬 17 5.83% 減碼
246
ClariVest Asset Management
ClariVest Asset Management
California
US$8.83億 -US$2378萬 12 15.64% 減碼
247
DFO
Duquesne Family Office
New York
US$8.82億 -US$1.16億 4 41.91% 減碼
248
Causeway Capital Management
Causeway Capital Management
California
US$8.69億 -US$3363萬 3 8.73% 減碼
249
Mackay Shields LLC
Mackay Shields LLC
New York
US$8.64億 -US$3.31億 13 6.6% 減碼
250
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$8.63億 -US$8449萬 3 8.02% 減碼