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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
301
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
US$13.7億 +US$7.15億 8 11.89% 增持
302
Nissay Asset Management
Nissay Asset Management
Japan
US$13.7億 +US$1.88億 13 9.47% 增持
303
Rafferty Asset Management
Rafferty Asset Management
New York
US$13.6億 +US$3745萬 16 5.06% 增持
304
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$13.5億 -US$7852萬 3 19.62% 減碼
305
Yacktman Asset Management
Yacktman Asset Management
Texas
US$13.4億 -US$9360萬 3 12.04% 減碼
306
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$13.4億 -US$9778萬 18 11.98% 減碼
307
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$13.3億 +US$4.04億 4 19.8% 增持
308
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$13.2億 +US$1179萬 24 5.07% 增持
309
Bridgewater Associates
Bridgewater Associates
Connecticut
US$13.2億 +US$8.41億 8 6.66% 增持
310
VanEck Associates
VanEck Associates
New York
US$13億 +US$7828萬 12 1.97% 增持
311
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$13億 +US$1275萬 3 15.95% 增持
312
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$13億 +US$3.8億 9 7.97% 增持
313
Davenport & Co
Davenport & Co
Virginia
US$12.6億 +US$252萬 11 7.72% 增持
314
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$12.6億 -US$2611萬 7 18.87% 減碼
315
Everett Harris & Co
Everett Harris & Co
California
US$12.5億 -US$1018萬 6 16.59% 減碼
316
Champlain Investment Partners
Champlain Investment Partners
Vermont
US$12.5億 -US$2.35億 5 7.16% 減碼
317
Squarepoint
Squarepoint
New York
US$12.4億 -US$9641萬 20 2.14% 減碼
318
Credit Agricole
Credit Agricole
France
US$12.4億 +US$3.37億 17 13.36% 增持
319
Mercer Global Advisors
Mercer Global Advisors
Colorado
US$12.4億 -US$2381萬 19 3.52% 減碼
320
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
US$12.3億 -US$8.44億 3 19.6% 減碼
321
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$12.3億 -US$5648萬 2 16.38% 減碼
322
Vontobel Holding
Vontobel Holding
Switzerland
US$12.3億 +US$2570萬 23 9.83% 增持
323
SC US (TTGP)
SC US (TTGP)
California
US$12.2億 -US$326萬 1 9.01% 減碼
324
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$12.2億 +US$3597萬 13 13.44% 增持
325
Utah Retirement Systems
Utah Retirement Systems
Utah
US$12.1億 +US$229萬 19 14.17% 增持