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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
Jennison Associates
Jennison Associates
New York
US$60.6億 -US$2.37億 5 5.79% 減碼
27
Franklin Resources
Franklin Resources
California
US$59.9億 +US$1.54億 10 2.83% 增持
28
Dodge & Cox
Dodge & Cox
California
US$59.7億 +US$1.31億 4 6.1% 增持
29
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$58.2億 -US$1.91億 6 13.71% 減碼
30
Bank of America
Bank of America
North Carolina
US$55.9億 +US$1883萬 14 2.08% 增持
31
UBS AM
UBS AM
Illinois
US$55.5億 +US$4.09億 10 5.92% 增持
32
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$52.5億 +US$3246萬 10 4.88% 增持
33
Deutsche Bank
Deutsche Bank
Germany
US$51.6億 -US$11.1億 14 3.66% 減碼
34
Sands Capital Management
Sands Capital Management
Virginia
US$49.1億 +US$2623萬 3 12.8% 增持
35
Legal & General Group
Legal & General Group
United Kingdom
US$48.3億 -US$1.45億 10 5.86% 減碼
36
AllianceBernstein
AllianceBernstein
Tennessee
US$43.3億 -US$3460萬 13 3.74% 減碼
37
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$41.1億 +US$7985萬 4 16.68% 增持
38
American Century Companies
American Century Companies
Missouri
US$40.8億 -US$3.38億 9 4.83% 減碼
39
BlackRock Advisors
BlackRock Advisors
Delaware
US$40億 -US$4.97億 12 3.92% 減碼
40
Neuberger Berman Group
Neuberger Berman Group
New York
US$38.3億 -US$4.1億 8 3.9% 減碼
41
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$36.3億 +US$42.7萬 12 5.27% 增持
42
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$35.4億 -US$2.68億 5 9.75% 減碼
43
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$34億 US$0 4 5.28% 維持不變
44
Harris Associates
Harris Associates
Illinois
US$33.7億 +US$4830萬 4 6.04% 增持
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$33.5億 -US$1005萬 8 5.17% 減碼
46
First Eagle Investment Management
First Eagle Investment Management
New York
US$33.1億 -US$2.6億 6 8.77% 減碼
47
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.9億 -US$1433萬 12 4.29% 減碼
48
Allianz Asset Management
Allianz Asset Management
Germany
US$32.8億 +US$1.74億 11 3.94% 增持
49
Fisher Asset Management
Fisher Asset Management
Washington
US$32.3億 -US$5117萬 5 7.29% 減碼
50
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$32.3億 -US$1.04億 11 5.14% 減碼