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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
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$6.82億 -US$4027萬 7 4.26% 減碼
277
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
US$6.71億 +US$144萬 12 11.67% 增持
278
Sculptor Capital
Sculptor Capital
New York
US$6.65億 -US$1.08億 3 3.95% 減碼
279
Comerica Bank
Comerica Bank
Texas
US$6.64億 -US$2275萬 18 5.38% 減碼
280
Cantillon Capital Management
Cantillon Capital Management
New York
US$6.57億 -US$277萬 2 6.98% 減碼
281
Silver Lake Group
Silver Lake Group
California
US$6.54億 US$0 1 14.96% 維持不變
282
Marsico Capital Management
Marsico Capital Management
Colorado
US$6.51億 +US$1002萬 4 23.47% 增持
283
Melvin Capital Management
Melvin Capital Management
New York
US$6.45億 +US$2.1億 2 7.55% 增持
284
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$6.4億 -US$8481萬 13 5.78% 減碼
285
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
US$6.38億 +US$1325萬 4 8.51% 增持
286
Platinum Investment Management
Platinum Investment Management
Australia
US$6.36億 +US$1.05億 6 14.99% 增持
287
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$6.36億 +US$4287萬 6 12.3% 增持
288
Swiss Life Asset Management
Swiss Life Asset Management
US$6.35億 +US$8004萬 10 8.05% 增持
289
SCGE Management
SCGE Management
California
US$6.35億 -US$1829萬 5 39.61% 減碼
290
Dragoneer Investment Group
Dragoneer Investment Group
California
US$6.16億 +US$7635萬 2 37.25% 增持
291
Farallon Capital Management
Farallon Capital Management
California
US$6.11億 -US$4.04億 3 4.6% 減碼
292
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$6.06億 +US$58.9萬 14 7.49% 增持
293
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$6.05億 +US$3.57億 13 5.68% 增持
294
CIBC World Market
CIBC World Market
Ontario, Canada
US$6.02億 +US$1840萬 14 2.77% 增持
295
Carmignac Gestion
Carmignac Gestion
France
US$6億 +US$1.15億 3 6.99% 增持
296
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$5.99億 -US$1102萬 12 8% 減碼
297
Primavera Capital Management
Primavera Capital Management
Cayman Islands
US$5.96億 US$0 2 27.73% 維持不變
298
Appaloosa LP
Appaloosa LP
New Jersey
US$5.92億 +US$3.92億 3 16.96% 增持
299
PointState Capital
PointState Capital
New York
US$5.91億 +US$1.49億 6 11.66% 增持
300
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$5.85億 -US$1223萬 12 6.92% 減碼