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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
Matrix Capital Management Company
Matrix Capital Management Company
New Hampshire
US$7.58億 +US$2.17億 1 10.29% 增持
327
Pacer Advisors
Pacer Advisors
Pennsylvania
US$7.56億 +US$4.89億 18 3.23% 增持
328
Two Sigma Investments
Two Sigma Investments
New York
US$7.55億 -US$5億 29 2.16% 減碼
329
Westpac Banking Corp
Westpac Banking Corp
Australia
US$7.53億 +US$3005萬 15 10.12% 增持
330
Meritage Group
Meritage Group
California
US$7.5億 +US$601萬 4 22.7% 增持
331
Capital Group Private Client Services
Capital Group Private Client Services
California
US$7.5億 +US$4151萬 6 9.3% 增持
332
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
US$7.44億 +US$1.07億 1 18.27% 增持
333
Empower Advisory Group
Empower Advisory Group
Colorado
US$7.35億 +US$6.75億 12 3.3% 新
334
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$7.31億 -US$3058萬 11 12.12% 減碼
335
New York Life Investment Management
New York Life Investment Management
New York
US$7.3億 -US$2139萬 17 8.12% 減碼
336
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$7.28億 -US$5128萬 5 11.38% 減碼
337
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$7.28億 +US$1.88億 7 16.02% 增持
338
USS Investment Management
USS Investment Management
United Kingdom
US$7.26億 +US$1624萬 15 9.88% 增持
339
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$7.2億 +US$3.5億 20 1.8% 增持
340
AGF Management
AGF Management
Ontario, Canada
US$7.13億 +US$8714萬 12 4.89% 增持
341
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$7.13億 -US$4.8億 2 7.53% 減碼
342
Huntington National Bank
Huntington National Bank
Ohio
US$7.12億 -US$467萬 26 7.07% 減碼
343
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$7.08億 -US$1.48億 2 16.41% 減碼
344
Metropolis Capital
Metropolis Capital
United Kingdom
US$7.05億 +US$2414萬 3 29.65% 增持
345
LGT Capital Partners
LGT Capital Partners
Switzerland
US$6.99億 -US$5859萬 3 19.46% 減碼
346
SCGE Management
SCGE Management
California
US$6.96億 -US$2.09億 3 19.1% 減碼
347
John W. Bristol & Co
John W. Bristol & Co
New York
US$6.93億 +US$2516萬 5 14.25% 增持
348
Nomura Holdings
Nomura Holdings
Japan
US$6.91億 +US$1.94億 15 2.2% 增持
349
Markel Group
Markel Group
Virginia
US$6.87億 +US$1646萬 4 8.74% 增持
350
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$6.83億 -US$7.98億 2 7.38% 減碼