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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
326
Focused Investors
Focused Investors
California
US$3.08億 -US$2861萬 2 11.84% 減碼
327
Omega Advisors
Omega Advisors
New York
US$3.08億 -US$8562萬 2 8.19% 減碼
328
TAM
Tiverton Asset Management
Delaware
US$3.07億 -US$2425萬 5 10.43% 減碼
329
ROIC
Route One Investment Company
California
US$3.01億 +US$199萬 3 15.76% 增持
330
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
US$3.01億 +US$37.2萬 5 1.97% 增持
331
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$3億 +US$8440萬 1 19.42% 增持
332
Sterling Capital Management
Sterling Capital Management
North Carolina
US$2.97億 -US$2039萬 9 2.7% 減碼
333
NWQ Investment Management Company
NWQ Investment Management Company
California
US$2.95億 -US$956萬 3 4.6% 減碼
334
Bahl & Gaynor
Bahl & Gaynor
Ohio
US$2.95億 +US$809萬 6 3.91% 增持
335
Edge Asset Management
Edge Asset Management
Washington
US$2.94億 +US$174萬 6 2.82% 增持
336
Winton Group
Winton Group
United Kingdom
US$2.93億 -US$1.27億 5 3.17% 減碼
337
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$2.92億 +US$2.21億 8 2.83% 增持
338
Hoplite Capital Management
Hoplite Capital Management
New York
US$2.92億 -US$4873萬 2 14.73% 減碼
339
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
US$2.9億 -US$2014萬 11 8.87% 減碼
340
GMT Capital
GMT Capital
Georgia
US$2.88億 +US$7013萬 3 7.06% 增持
341
Candriam SCA
Candriam SCA
Luxembourg
US$2.85億 +US$6554萬 9 7.12% 增持
342
Glenview Capital Management
Glenview Capital Management
New York
US$2.84億 +US$1.05億 1 2.07% 增持
343
TP
Thunderbird Partners
United Kingdom
US$2.83億 +US$2959萬 3 36% 增持
344
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$2.79億 +US$1707萬 12 7.54% 增持
345
Victory Capital Management
Victory Capital Management
Texas
US$2.77億 +US$1242萬 13 1.14% 增持
346
Abrams Capital Management
Abrams Capital Management
Massachusetts
US$2.75億 US$0 1 12.99% 維持不變
347
Corvex Management
Corvex Management
New York
US$2.75億 -US$2.87億 1 4.54% 減碼
348
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$2.73億 +US$1765萬 8 7.41% 增持
349
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$2.73億 +US$972萬 3 7.51% 增持
350
RCM
Riverhead Capital Management
Delaware
US$2.73億 +US$5312萬 10 3.85% 增持