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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
351
Abrams Capital Management
Abrams Capital Management
Massachusetts
US$2.2億 US$0 1 14.93% 維持不變
352
Ivory Investment Management
Ivory Investment Management
New York
US$2.2億 +US$1.82億 2 5.35% 增持
353
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$2.19億 -US$575萬 9 5.09% 減碼
354
United States Steel & Carnegie Pension Fund
United States Steel & Carnegie Pension Fund
New York
US$2.19億 -US$4194萬 3 4.56% 減碼
355
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$2.18億 +US$3013萬 1 18.49% 增持
356
General Atlantic
General Atlantic
New York
US$2.16億 -US$2.76億 1 9.83% 減碼
357
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$2.13億 +US$1610萬 6 5.89% 增持
358
Brandes Investment Partners
Brandes Investment Partners
California
US$2.11億 +US$2414萬 2 2.7% 增持
359
HL Financial Services
HL Financial Services
Kentucky
US$2.1億 +US$4466萬 8 5.56% 增持
360
ZAM
Zenit Asset Management
Sweden
US$2.1億 +US$6928萬 2 32.38% 增持
361
Schafer Cullen Capital Management
Schafer Cullen Capital Management
New York
US$2.09億 -US$1730萬 2 2.16% 減碼
362
Numeric Investors
Numeric Investors
Massachusetts
US$2.06億 -US$189萬 4 2.37% 減碼
363
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
US$2.04億 +US$798萬 7 2.76% 增持
364
Utah Retirement Systems
Utah Retirement Systems
Utah
US$2.03億 -US$241萬 9 5.4% 減碼
365
EverPoint Asset Management
EverPoint Asset Management
Connecticut
US$2.03億 +US$7921萬 5 3.71% 增持
366
Oldfield Partners
Oldfield Partners
United Kingdom
US$2.03億 -US$658萬 2 11.93% 減碼
367
Alleghany Corporation
Alleghany Corporation
New York
US$2.01億 +US$1.16億 1 6.88% 增持
368
Nicholas Company
Nicholas Company
Wisconsin
US$2.01億 +US$1697萬 3 3.52% 增持
369
Beck Mack & Oliver
Beck Mack & Oliver
New York
US$2.01億 -US$1481萬 6 5.24% 減碼
370
Eagle Asset Management
Eagle Asset Management
Florida
US$2.01億 +US$106萬 4 1.13% 增持
371
CIBC World Markets
CIBC World Markets
New York
US$2億 +US$6858萬 6 6.33% 增持
372
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$2億 +US$2634萬 5 2.67% 增持
373
Cambiar Investors
Cambiar Investors
Colorado
US$1.99億 +US$7084萬 2 2.79% 增持
374
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
US$1.98億 +US$1214萬 2 1.82% 增持
375
Hoplite Capital Management
Hoplite Capital Management
New York
US$1.97億 +US$2.03億 2 5.28% 新