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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
Two Sigma Advisers
Two Sigma Advisers
New York
US$12億 -US$9.22億 17 2.79% 減碼
227
Longview Partners
Longview Partners
Guernsey
US$12億 +US$1796萬 1 5.02% 增持
228
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$11.9億 +US$7406萬 6 9.63% 增持
229
Marshall Wace North America
Marshall Wace North America
New York
US$11.6億 -US$1.3億 11 5.61% 減碼
230
Natixis Advisors
Natixis Advisors
Massachusetts
US$11.6億 +US$2401萬 13 8.17% 增持
231
Alkeon Capital Management
Alkeon Capital Management
New York
US$11.5億 -US$2.28億 4 4.27% 減碼
232
Glenmede Trust
Glenmede Trust
Pennsylvania
US$11.5億 +US$4379萬 20 5.23% 增持
233
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$11.4億 +US$1.18億 9 3.82% 增持
234
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$11.2億 -US$5243萬 3 10.98% 減碼
235
Sculptor Capital
Sculptor Capital
New York
US$11.1億 -US$7401萬 4 11.67% 減碼
236
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$11億 -US$2.93億 2 11.07% 減碼
237
SCM
Steadfast Capital Management
New York
US$10.8億 +US$3.19億 3 11.86% 增持
238
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$10.7億 +US$2885萬 10 18.52% 增持
239
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10.5億 -US$9280萬 3 13.32% 減碼
240
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$10.5億 +US$5358萬 18 3.99% 增持
241
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$10.4億 -US$3163萬 12 8.57% 減碼
242
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$10.3億 -US$6973萬 6 7.36% 減碼
243
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$10.3億 -US$4337萬 17 8.83% 減碼
244
D1 Capital Partners
D1 Capital Partners
New York
US$10.3億 -US$4.98億 3 15.07% 減碼
245
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$10.3億 -US$15.4億 4 3.28% 減碼
246
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$10.2億 -US$6502萬 6 15.08% 減碼
247
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$10.2億 +US$1.44億 13 10.02% 增持
248
Mackay Shields LLC
Mackay Shields LLC
New York
US$10.2億 -US$1.21億 13 7% 減碼
249
Candriam SCA
Candriam SCA
Luxembourg
US$10.1億 +US$9858萬 13 10.79% 增持
250
Meritage Group
Meritage Group
California
US$10億 -US$7995萬 4 17.54% 減碼