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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
Mackay Shields LLC
Mackay Shields LLC
New York
US$10.5億 -US$5356萬 13 6.4% 減碼
227
LPL Financial
LPL Financial
California
US$10.4億 +US$4129萬 23 2.11% 增持
228
Natixis Advisors
Natixis Advisors
Massachusetts
US$10.3億 -US$1469萬 12 8.18% 減碼
229
Sculptor Capital
Sculptor Capital
New York
US$10.3億 +US$3221萬 6 11.08% 增持
230
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$10.2億 +US$2.16億 12 6.83% 增持
231
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$10.2億 -US$8909萬 7 8.17% 減碼
232
Glenmede Trust
Glenmede Trust
Pennsylvania
US$10.2億 +US$4742萬 22 4.65% 增持
233
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$10.1億 -US$2.65億 11 19.14% 減碼
234
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$10億 -US$3837萬 6 15.48% 減碼
235
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$10億 -US$4908萬 6 9.15% 減碼
236
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$9.9億 -US$219萬 15 8.79% 減碼
237
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$9.9億 -US$4787萬 6 18.28% 減碼
238
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$9.9億 -US$195萬 12 8.94% 減碼
239
Meritage Group
Meritage Group
California
US$9.8億 -US$2380萬 4 18.4% 減碼
240
Genesis Investment Management
Genesis Investment Management
United Kingdom
US$9.7億 +US$10.2億 2 28.39% 新
241
CIBC World Markets
CIBC World Markets
New York
US$9.5億 -US$6682萬 10 8.87% 減碼
242
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$9.33億 US$0 1 0.43% 維持不變
243
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$9.23億 -US$2892萬 7 3.14% 減碼
244
DFO
Duquesne Family Office
New York
US$9.14億 -US$2.01億 5 35.56% 減碼
245
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$9.12億 +US$2070萬 20 3.89% 增持
246
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$8.97億 -US$2752萬 3 4.77% 減碼
247
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$8.93億 +US$3371萬 10 10.24% 增持
248
Axiom Investors
Axiom Investors
Connecticut
US$8.86億 -US$1915萬 5 23.91% 減碼
249
HighTower Advisors
HighTower Advisors
Illinois
US$8.84億 +US$681萬 17 4.81% 增持
250
Farallon Capital Management
Farallon Capital Management
California
US$8.65億 +US$4.37億 3 6.53% 增持