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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
251
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$10億 -US$1.32億 12 6.18% 減碼
252
CM
Conifer Management
New York
US$10億 +US$9.14億 3 47.65% 新
253
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$9.9億 US$0 1 0.41% 維持不變
254
Axiom Investors
Axiom Investors
Connecticut
US$9.8億 -US$7693萬 5 22.77% 減碼
255
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$9.8億 -US$2013萬 3 4.9% 減碼
256
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$9.5億 +US$1488萬 7 5.04% 增持
257
Farallon Capital Management
Farallon Capital Management
California
US$9.5億 -US$5012萬 3 6.43% 減碼
258
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$9.5億 +US$3.06億 3 36.43% 增持
259
Ursa Fund Management
Ursa Fund Management
California
US$9.45億 +US$8.95億 3 39.5% 增持
260
M&T Bank
M&T Bank
New York
US$9.21億 +US$278萬 13 4.32% 增持
261
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$9.2億 -US$2108萬 16 11.46% 減碼
262
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$9.01億 +US$129萬 13 11.06% 增持
263
Capital Bank & Trust
Capital Bank & Trust
California
US$8.95億 -US$377萬 14 11.6% 減碼
264
Causeway Capital Management
Causeway Capital Management
California
US$8.89億 +US$1787萬 3 9.54% 增持
265
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$8.72億 -US$8714萬 9 9.05% 減碼
266
Thornburg Investment Management
Thornburg Investment Management
New Mexico
US$8.59億 -US$797萬 7 8.26% 減碼
267
Greenwoods Asset Management
Greenwoods Asset Management
Cayman Islands
US$8.52億 -US$6230萬 3 46.12% 減碼
268
Melvin Capital Management
Melvin Capital Management
New York
US$8.42億 -US$5.58億 2 6.91% 減碼
269
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
US$8.32億 +US$379萬 12 11.52% 增持
270
SG Americas Securities
SG Americas Securities
New York
US$8.32億 +US$3.93億 17 7.59% 增持
271
Eminence Capital
Eminence Capital
New York
US$8.2億 -US$4676萬 4 9.22% 減碼
272
MetLife Investment Management
MetLife Investment Management
New Jersey
US$8.17億 -US$2093萬 14 8.51% 減碼
273
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$8.13億 +US$7496萬 16 10.6% 增持
274
Matthews International Capital Management
Matthews International Capital Management
California
US$8.02億 -US$255萬 1 38.26% 減碼
275
Pzena Investment Management
Pzena Investment Management
New York
US$7.95億 -US$3879萬 2 3.71% 減碼