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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$12.4億 -US$1526萬 21 9.71% 減碼
252
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$12.2億 -US$3.96億 3 10.99% 減碼
253
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$12億 -US$2.33億 3 5.61% 減碼
254
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$11.9億 +US$34.7萬 3 18.25% 增持
255
Carmignac Gestion
Carmignac Gestion
France
US$11.7億 +US$214萬 5 19.45% 增持
256
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$11.7億 +US$9808萬 7 9.6% 增持
257
M&G Investment Management
M&G Investment Management
United Kingdom
US$11.5億 +US$459萬 10 5.43% 增持
258
Viking Global Investors
Viking Global Investors
Connecticut
US$11.5億 -US$10.2億 3 5.39% 減碼
259
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$11.5億 -US$110萬 17 13.13% 減碼
260
Första AP-fonden
Första AP-fonden
Sweden
US$11.4億 -US$1.49億 12 13.39% 減碼
261
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$11.3億 -US$586萬 7 4.73% 減碼
262
LSV Asset Management
LSV Asset Management
Illinois
US$11.3億 -US$1.16億 11 2.54% 減碼
263
Scotia Capital
Scotia Capital
Ontario, Canada
US$11.3億 +US$4055萬 12 8.22% 增持
264
Epoch Investment Partners
Epoch Investment Partners
New York
US$11.2億 -US$1510萬 8 6.69% 減碼
265
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$11.2億 -US$7983萬 8 7.91% 減碼
266
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$11.1億 +US$3759萬 4 14.06% 增持
267
Yacktman Asset Management
Yacktman Asset Management
Texas
US$11.1億 -US$335萬 3 11.01% 減碼
268
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$11.1億 -US$5734萬 10 6.77% 減碼
269
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$11億 -US$6711萬 10 13.43% 減碼
270
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$10.9億 +US$3644萬 31 1.53% 增持
271
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$10.8億 -US$1.78億 10 11.16% 減碼
272
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$10.8億 -US$668萬 23 4.73% 減碼
273
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$10.7億 -US$3.17億 6 3.86% 減碼
274
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$10.7億 +US$9.9億 2 10.43% 新
275
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$10.6億 -US$1.71億 20 4.32% 減碼