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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
26
Primecap Management
Primecap Management
California
US$58.4億 -US$1.32億 8 7.69% 減碼
27
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$57.7億 +US$1.24億 5 14.6% 增持
28
Jennison Associates
Jennison Associates
New York
US$57.4億 -US$8.11億 7 6.01% 減碼
29
Ameriprise
Ameriprise
Minnesota
US$56.2億 -US$2.24億 12 3.68% 減碼
30
Bank of America
Bank of America
North Carolina
US$54.7億 -US$5929萬 13 2.18% 減碼
31
Franklin Resources
Franklin Resources
California
US$52億 -US$4.59億 10 2.77% 減碼
32
Dodge & Cox
Dodge & Cox
California
US$51.2億 +US$2.9億 4 5.82% 增持
33
UBS AM
UBS AM
Illinois
US$48.8億 -US$3.85億 12 6.03% 減碼
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$48.7億 +US$3.64億 9 4.83% 增持
35
Sands Capital Management
Sands Capital Management
Virginia
US$47億 -US$3.49億 3 13.12% 減碼
36
BlackRock Advisors
BlackRock Advisors
Delaware
US$42.8億 -US$2.89億 12 4.31% 減碼
37
Legal & General Group
Legal & General Group
United Kingdom
US$42.1億 -US$4834萬 10 5.55% 減碼
38
AllianceBernstein
AllianceBernstein
Tennessee
US$40.7億 +US$8712萬 13 4.02% 增持
39
American Century Companies
American Century Companies
Missouri
US$39.8億 -US$3.85億 10 4.99% 減碼
40
Neuberger Berman Group
Neuberger Berman Group
New York
US$37.4億 -US$5531萬 7 4.16% 減碼
41
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$32.2億 +US$1.22億 4 5.67% 增持
42
Fisher Asset Management
Fisher Asset Management
Washington
US$31.3億 -US$259萬 5 7.73% 減碼
43
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$30.9億 +US$1.61億 4 15% 增持
44
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$30.8億 -US$2.28億 5 7.99% 減碼
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$30.3億 +US$6610萬 12 5.01% 增持
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$29.6億 -US$1.05億 8 4.99% 減碼
47
Managed Account Advisors
Managed Account Advisors
New Jersey
US$28.9億 -US$5980萬 11 4.24% 減碼
48
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$28.5億 +US$2.42億 12 4.74% 增持
49
Allianz Asset Management
Allianz Asset Management
Germany
US$28.2億 -US$2.67億 10 3.72% 減碼
50
Credit Suisse
Credit Suisse
Switzerland
US$27億 -US$1024萬 12 2.69% 減碼