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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
Alphinity Investment Management
Alphinity Investment Management
Australia
US$12億 -US$7.67億 3 8.1% 減碼
327
Jones Financial Companies
Jones Financial Companies
Missouri
US$11.9億 +US$3.48億 25 1.06% 增持
328
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$11.8億 -US$3.64億 5 23.7% 減碼
329
Everett Harris & Co
Everett Harris & Co
California
US$11.8億 -US$499萬 6 15.1% 減碼
330
LBP AM
LBP AM
France
US$11.6億 -US$1.18億 12 17.89% 減碼
331
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$11.5億 +US$3034萬 3 21.56% 增持
332
Utah Retirement Systems
Utah Retirement Systems
Utah
US$11.4億 +US$162萬 17 13.17% 增持
333
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$11.4億 -US$1.11億 4 25.77% 減碼
334
Huntington National Bank
Huntington National Bank
Ohio
US$11.4億 +US$3195萬 26 8.24% 增持
335
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
US$11.4億 +US$5320萬 17 11.58% 增持
336
Davenport & Co
Davenport & Co
Virginia
US$11.3億 +US$2308萬 11 6.56% 增持
337
Farallon Capital Management
Farallon Capital Management
California
US$11.2億 -US$3056萬 2 5.36% 減碼
338
Jensen Investment Management
Jensen Investment Management
Oregon
US$11.2億 -US$1.97億 3 12.34% 減碼
339
Brighton Jones LLC
Brighton Jones LLC
Washington
US$11.1億 -US$1.39億 13 35.51% 減碼
340
Voyager Global Management
Voyager Global Management
New York
US$11.1億 +US$2.47億 3 49.28% 增持
341
Markel Group
Markel Group
Virginia
US$11億 +US$169萬 4 9.75% 增持
342
Capital Group Private Client Services
Capital Group Private Client Services
California
US$11億 +US$4573萬 5 10.71% 增持
343
Capital Wealth Planning
Capital Wealth Planning
Florida
US$10.7億 +US$3592萬 7 9.3% 增持
344
Provident Trust Company
Provident Trust Company
Wisconsin
US$10.7億 -US$1143萬 4 19.96% 減碼
345
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$10.7億 +US$3916萬 9 7.79% 增持
346
Comgest Global Investors
Comgest Global Investors
France
US$10.6億 -US$7973萬 4 19% 減碼
347
Harding Loevner
Harding Loevner
New Jersey
US$10.6億 -US$2.09億 4 8.11% 減碼
348
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$10.5億 +US$4260萬 5 18.25% 增持
349
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$10.3億 -US$2174萬 2 24.06% 減碼
350
Lido Advisors
Lido Advisors
California
US$10.2億 +US$1.79億 14 4.59% 增持