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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
DSM Capital Partners
DSM Capital Partners
Florida
US$16.3億 -US$6219萬 4 26.34% 減碼
227
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$16.2億 -US$2.74億 3 20.41% 減碼
228
WCM Investment Management
WCM Investment Management
California
US$16.2億 +US$3.48億 4 4.84% 增持
229
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$16.1億 -US$955萬 25 11.84% 減碼
230
MetLife Investment Management
MetLife Investment Management
New Jersey
US$16億 -US$1457萬 26 11.65% 減碼
231
Renaissance Technologies
Renaissance Technologies
New York
US$15.8億 -US$8.17億 34 2.28% 減碼
232
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$15.8億 +US$6139萬 23 12.79% 增持
233
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$15.7億 +US$1291萬 16 6.02% 增持
234
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$15.7億 -US$1.16億 7 9.33% 減碼
235
AIM
Allen Investment Management
New York
US$15.6億 -US$3236萬 11 22.93% 減碼
236
Creative Planning
Creative Planning
Kansas
US$15.6億 +US$3248萬 25 2.07% 增持
237
Rathbones Group
Rathbones Group
United Kingdom
US$15.5億 -US$1135萬 9 14.44% 減碼
238
Candriam SCA
Candriam SCA
Luxembourg
US$15.3億 -US$3.38億 14 11.06% 減碼
239
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$15.2億 +US$2.56億 23 5.29% 增持
240
Amalgamated Bank
Amalgamated Bank
New York
US$14.9億 -US$2591萬 27 12.06% 減碼
241
Lone Pine Capital
Lone Pine Capital
Connecticut
US$14.9億 -US$2.51億 2 13.66% 減碼
242
Appaloosa LP
Appaloosa LP
New Jersey
US$14.9億 +US$8.46億 4 27.59% 增持
243
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$14.8億 -US$9223萬 5 16.13% 減碼
244
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$14.7億 -US$2055萬 16 10.12% 減碼
245
Third Point
Third Point
New York
US$14.7億 +US$3.75億 4 21.52% 增持
246
Commerce Bank
Commerce Bank
Missouri
US$14.7億 -US$526萬 20 10.97% 減碼
247
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$14.7億 -US$5.45億 3 5.44% 減碼
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$14.6億 +US$5.09億 10 6.36% 增持
249
Farallon Capital Management
Farallon Capital Management
California
US$14.4億 -US$1.52億 4 7.24% 減碼
250
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
US$14.3億 -US$5764萬 14 19.41% 減碼