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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
276
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$3.31億 -US$1.5億 4 1.89% 減碼
277
Winton Group
Winton Group
United Kingdom
US$3.31億 -US$1.18億 6 3.04% 減碼
278
KCM
Kensico Capital Management
Connecticut
US$3.26億 +US$139萬 1 6.39% 增持
279
HHR Asset Management
HHR Asset Management
New Jersey
US$3.26億 -US$2683萬 3 13.11% 減碼
280
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$3.26億 +US$8317萬 4 2% 增持
281
Wedgewood Partners
Wedgewood Partners
Missouri
US$3.25億 +US$4504萬 1 4.36% 增持
282
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$3.24億 -US$1167萬 7 3.82% 減碼
283
Maverick Capital
Maverick Capital
Texas
US$3.24億 -US$4597萬 2 4.95% 減碼
284
TAM
Tiverton Asset Management
Delaware
US$3.2億 -US$19.1萬 3 6.36% 減碼
285
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$3.18億 +US$37.1萬 1 10% 增持
286
Causeway Capital Management
Causeway Capital Management
California
US$3.17億 +US$2363萬 2 7.93% 增持
287
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$3.13億 +US$287萬 10 4.11% 增持
288
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$3.12億 -US$166萬 10 3.58% 減碼
289
Bessemer Group
Bessemer Group
New Jersey
US$3.12億 -US$2902萬 10 1.63% 減碼
290
Virtus Fund Advisers
Virtus Fund Advisers
Connecticut
US$3.06億 -US$1.54億 5 2.27% 減碼
291
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$3億 +US$2012萬 8 4.56% 增持
292
KBC Group
KBC Group
Belgium
US$2.98億 -US$6084萬 10 3.83% 減碼
293
HS Management Partners
HS Management Partners
New York
US$2.97億 -US$3569萬 2 11.38% 減碼
294
Appaloosa Management
Appaloosa Management
Florida
US$2.94億 -US$9926萬 2 7.27% 減碼
295
Atlanta Capital Management
Atlanta Capital Management
Georgia
US$2.93億 -US$2375萬 3 1.99% 減碼
296
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
US$2.93億 -US$503萬 8 5.95% 減碼
297
AJO LP
AJO LP
Pennsylvania
US$2.91億 +US$2.78億 2 1.24% 增持
298
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$2.9億 -US$6023萬 9 3.45% 減碼
299
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
US$2.88億 +US$2180萬 6 7.88% 增持
300
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$2.88億 +US$1.15億 4 1.63% 增持