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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
PCM
Palestra Capital Management
New York
US$3億 +US$1043萬 3 16.61% 增持
427
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$3億 +US$1602萬 7 6.51% 增持
428
Discovery Capital Management
Discovery Capital Management
Connecticut
US$2.98億 +US$1.05億 4 10.41% 增持
429
BP
BP
United Kingdom
US$2.97億 -US$2490萬 10 10.78% 減碼
430
Troy Asset Management
Troy Asset Management
United Kingdom
US$2.96億 -US$3358萬 2 13.63% 減碼
431
Gotham Asset Management
Gotham Asset Management
New York
US$2.95億 +US$8500萬 9 4.13% 增持
432
Scotia Capital
Scotia Capital
Ontario, Canada
US$2.94億 +US$1761萬 8 4.06% 增持
433
Huntington National Bank
Huntington National Bank
Ohio
US$2.94億 +US$677萬 15 4.9% 增持
434
Santa Barbara Asset Management
Santa Barbara Asset Management
California
US$2.92億 +US$135萬 1 4.49% 增持
435
AIM
Allen Investment Management
New York
US$2.92億 +US$1559萬 5 12.17% 增持
436
SAM
Scopus Asset Management
New York
US$2.92億 -US$2194萬 4 2.7% 減碼
437
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
US$2.85億 -US$2.86億 1 5.03% 減碼
438
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
US$2.8億 +US$5644萬 8 8.24% 增持
439
BWA
Brave Warrior Advisors
New York
US$2.79億 +US$3114萬 1 12.28% 增持
440
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
US$2.79億 +US$1218萬 14 8.12% 增持
441
Select Equity Group
Select Equity Group
New York
US$2.77億 +US$1.64億 2 2.27% 增持
442
Markel Group
Markel Group
Virginia
US$2.76億 +US$1655萬 5 5.24% 增持
443
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$2.75億 +US$2445萬 12 5.72% 增持
444
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
US$2.75億 -US$4272萬 7 17.83% 減碼
445
DCM
Dupont Capital Management
Delaware
US$2.74億 -US$94萬 12 6.62% 減碼
446
Senator Investment Group
Senator Investment Group
New York
US$2.73億 -US$3864萬 1 3.25% 減碼
447
Skye Global Management
Skye Global Management
Florida
US$2.7億 +US$1.6億 3 68.62% 增持
448
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
US$2.68億 -US$128萬 3 43.32% 減碼
449
Rheos Capital Works
Rheos Capital Works
Japan
US$2.68億 +US$1.19億 3 45.97% 增持
450
Voloridge Investment Management
Voloridge Investment Management
Florida
US$2.68億 -US$7601萬 8 6.3% 減碼