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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
Commerce Bank
Commerce Bank
Missouri
US$12.2億 -US$2579萬 20 9.9% 減碼
252
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$12.1億 +US$7661萬 2 25.47% 增持
253
Cantillon Capital Management
Cantillon Capital Management
New York
US$11.9億 +US$2788萬 3 9.91% 增持
254
Amalgamated Bank
Amalgamated Bank
New York
US$11.8億 -US$4221萬 26 11.03% 減碼
255
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$11.8億 +US$11.9億 10 8.91% 增持
256
Creative Planning
Creative Planning
Kansas
US$11.8億 +US$1.76億 26 1.94% 增持
257
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$11.6億 +US$3069萬 13 8.97% 增持
258
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$11.6億 +US$7514萬 2 22.3% 增持
259
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$11.5億 -US$6403萬 9 9.07% 減碼
260
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$11.5億 +US$6710萬 16 4.66% 增持
261
ING Group
ING Group
Netherlands
US$11.4億 -US$1.53億 11 13.17% 減碼
262
USS Investment Management
USS Investment Management
United Kingdom
US$11.4億 -US$4665萬 15 11.36% 減碼
263
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$11.1億 +US$365萬 18 13.64% 增持
264
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$11.1億 +US$6017萬 3 17.88% 增持
265
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$11億 -US$7.99億 8 32.8% 減碼
266
Coatue Management
Coatue Management
New York
US$10.8億 -US$1.71億 5 13.1% 減碼
267
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10.5億 +US$79.2萬 3 10.92% 增持
268
Artemis Investment Management
Artemis Investment Management
United Kingdom
US$10.4億 -US$2.9億 8 10.73% 減碼
269
Scotia Capital
Scotia Capital
Ontario, Canada
US$10.3億 +US$934萬 12 7.66% 增持
270
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
US$10.3億 -US$5337萬 16 16.88% 減碼
271
PineBridge Investments
PineBridge Investments
New York
US$10.3億 +US$3531萬 19 12.95% 增持
272
Första AP-fonden
Första AP-fonden
Sweden
US$10.1億 -US$164萬 14 13.13% 減碼
273
M&G Investment Management
M&G Investment Management
United Kingdom
US$10.1億 +US$1.38億 11 5.95% 增持
274
GRQ
Gardner Russo & Quinn
Pennsylvania
US$10億 +US$5243萬 5 11.15% 增持
275
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$9.9億 -US$8066萬 4 12.45% 減碼