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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
401
Mar Vista Investment Partners
Mar Vista Investment Partners
California
US$5.28億 -US$2190萬 5 13.84% 減碼
402
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$5.25億 -US$2535萬 13 10.05% 減碼
403
Salesforce Inc
Salesforce Inc
California
US$5.23億 +US$4.96億 1 37.66% 新
404
Congress Asset Management
Congress Asset Management
Massachusetts
US$5.23億 -US$321萬 6 5.66% 減碼
405
Martin Currie
Martin Currie
United Kingdom
US$5.21億 -US$1109萬 3 26.91% 減碼
406
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$5.2億 -US$647萬 8 10.29% 減碼
407
Close Asset Management
Close Asset Management
United Kingdom
US$5.15億 +US$257萬 8 35.04% 增持
408
Crake Asset Management
Crake Asset Management
United Kingdom
US$5.13億 +US$1.62億 4 27.2% 增持
409
Hitchwood Capital Management
Hitchwood Capital Management
New York
US$5.13億 +US$2667萬 7 13.56% 增持
410
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
US$5.02億 +US$102萬 12 9.01% 增持
411
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$4.96億 -US$6234萬 10 4.25% 減碼
412
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
US$4.93億 -US$1688萬 9 9.13% 減碼
413
DCM
Dupont Capital Management
Delaware
US$4.87億 -US$890萬 12 10.73% 減碼
414
Norinchukin Bank
Norinchukin Bank
Japan
US$4.86億 +US$1032萬 10 7.69% 增持
415
Antipodes Partners
Antipodes Partners
Australia
US$4.85億 -US$7100萬 4 22.24% 減碼
416
Mizuho Securities
Mizuho Securities
Japan
US$4.85億 +US$1130萬 6 87.29% 增持
417
Daiwa Securities Group
Daiwa Securities Group
Japan
US$4.8億 +US$9462萬 18 4.35% 增持
418
Banco Santander
Banco Santander
Spain
US$4.8億 -US$3703萬 8 6.31% 減碼
419
Gates Foundation Trust
Gates Foundation Trust
Washington
US$4.79億 US$0 4 2.17% 維持不變
420
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
US$4.75億 -US$320萬 4 49.53% 減碼
421
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
US$4.73億 +US$2859萬 12 23.41% 增持
422
Hosking Partners
Hosking Partners
United Kingdom
US$4.73億 -US$7581萬 7 14.55% 減碼
423
Suvretta Capital Management
Suvretta Capital Management
New York
US$4.73億 +US$1.63億 2 8.52% 增持
424
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
US$4.7億 -US$1.41億 13 4.73% 減碼
425
TIAA FSB
TIAA FSB
Florida
US$4.7億 -US$1176萬 8 2.1% 減碼