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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$66億 -US$3.24億 7 7.93% 減碼
27
Jennison Associates
Jennison Associates
New York
US$65億 -US$5.71億 4 6.38% 減碼
28
Deutsche Bank
Deutsche Bank
Germany
US$61億 -US$9.09億 14 4.39% 減碼
29
Dodge & Cox
Dodge & Cox
California
US$56.6億 -US$9454萬 4 5.9% 減碼
30
Franklin Resources
Franklin Resources
California
US$56億 -US$3.07億 10 2.74% 減碼
31
Bank of America
Bank of America
North Carolina
US$54.3億 -US$6.86億 14 1.96% 減碼
32
Sands Capital Management
Sands Capital Management
Virginia
US$53.1億 -US$6.26億 3 13.89% 減碼
33
UBS AM
UBS AM
Illinois
US$51.1億 -US$5.02億 10 5.85% 減碼
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$51.1億 -US$5.38億 10 4.81% 減碼
35
Legal & General Group
Legal & General Group
United Kingdom
US$48.8億 +US$989萬 10 5.9% 增持
36
BlackRock Advisors
BlackRock Advisors
Delaware
US$44.1億 -US$5.6億 12 4.24% 減碼
37
AllianceBernstein
AllianceBernstein
Tennessee
US$43.7億 -US$3.96億 13 3.9% 減碼
38
American Century Companies
American Century Companies
Missouri
US$43.6億 -US$2.77億 9 5.13% 減碼
39
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$43億 +US$18.7億 7 9.7% 增持
40
Neuberger Berman Group
Neuberger Berman Group
New York
US$41.4億 -US$9986萬 8 4.25% 減碼
41
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$38億 +US$1.56億 4 16.23% 增持
42
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.8億 -US$5298萬 5 9.23% 減碼
43
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$35.8億 +US$6615萬 13 5.32% 增持
44
Credit Suisse
Credit Suisse
Switzerland
US$35.8億 +US$4.29億 13 3.25% 增持
45
California Public Employees Retirement System
California Public Employees Retirement System
California
US$35.3億 +US$4.8億 12 5.11% 增持
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$33.4億 +US$1723萬 11 5.2% 增持
47
Fisher Asset Management
Fisher Asset Management
Washington
US$33.3億 -US$3.19億 5 7.55% 減碼
48
Allianz Asset Management
Allianz Asset Management
Germany
US$33.3億 +US$5654萬 11 4.24% 增持
49
First Eagle Investment Management
First Eagle Investment Management
New York
US$33.3億 +US$5.78億 7 9.06% 增持
50
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$33.2億 +US$1863萬 4 5.3% 增持