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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
426
SVB Wealth
SVB Wealth
Massachusetts
US$1.56億 +US$1.56億 7 5.05% 新
427
Two Creeks Capital Management
Two Creeks Capital Management
New York
US$1.56億 +US$1.58億 2 18.6% 新
428
Fir Tree Capital Management
Fir Tree Capital Management
New York
US$1.54億 +US$4070萬 2 1.6% 增持
429
Welch & Forbes
Welch & Forbes
Massachusetts
US$1.51億 -US$183萬 7 4.44% 減碼
430
TCM
Tetrem Capital Management
Manitoba, Canada
US$1.5億 -US$181萬 2 4.23% 減碼
431
Tremblant Capital Group
Tremblant Capital Group
Florida
US$1.49億 +US$4204萬 2 7.16% 增持
432
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$1.49億 -US$37.7萬 1 3.8% 減碼
433
Perkins Investment Management
Perkins Investment Management
Illinois
US$1.48億 +US$5302萬 5 1.39% 增持
434
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
US$1.47億 -US$166萬 1 1.31% 減碼
435
Weitz Investment Management
Weitz Investment Management
Nebraska
US$1.45億 -US$7503萬 3 4.06% 減碼
436
BB&T Securities
BB&T Securities
Virginia
US$1.45億 +US$4119萬 8 3.27% 增持
437
Parallax Volatility Advisers
Parallax Volatility Advisers
California
US$1.43億 +US$5893萬 13 0.42% 增持
438
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
US$1.43億 -US$9346萬 5 1.53% 減碼
439
Country Trust Bank
Country Trust Bank
Illinois
US$1.42億 +US$634萬 5 7.11% 增持
440
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
US$1.42億 +US$7931萬 2 7.12% 增持
441
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
US$1.41億 -US$53.2萬 5 7.03% 減碼
442
TDAM USA
TDAM USA
Ontario, Canada
US$1.41億 -US$493萬 5 5.94% 減碼
443
GVO Asset Management
GVO Asset Management
Switzerland
US$1.4億 -US$1.04億 1 14.27% 減碼
444
ROIC
Route One Investment Company
California
US$1.4億 -US$248萬 2 24.59% 減碼
445
Candriam SCA
Candriam SCA
Luxembourg
US$1.39億 +US$1.39億 8 2.91% 新
446
NorthCoast Asset Management
NorthCoast Asset Management
Connecticut
US$1.39億 +US$7544萬 3 6.85% 增持
447
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$1.39億 +US$1097萬 1 13.19% 增持
448
Wasatch Advisors
Wasatch Advisors
Utah
US$1.39億 -US$4442萬 4 1.44% 減碼
449
Bridgeway Capital Management
Bridgeway Capital Management
Texas
US$1.38億 +US$581萬 7 3.13% 增持
450
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
US$1.37億 -US$125萬 2 3.26% 減碼