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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
Franklin Resources
Franklin Resources
California
US$66.5億 +US$6.12億 10 2.93% 增持
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$64.7億 -US$6.19億 7 17.56% 減碼
28
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$62.9億 +US$4.77億 6 13.6% 增持
29
Bank of America
Bank of America
North Carolina
US$59.9億 +US$4.42億 13 1.92% 增持
30
UBS AM
UBS AM
Illinois
US$57.7億 +US$2.18億 10 5.82% 增持
31
Jennison Associates
Jennison Associates
New York
US$57億 -US$2.99億 5 5.23% 減碼
32
Deutsche Bank
Deutsche Bank
Germany
US$53.9億 +US$2.12億 14 3.66% 增持
33
Harris Associates
Harris Associates
Illinois
US$50.3億 +US$16億 5 8.47% 增持
34
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$47.8億 -US$4.9億 10 4.38% 減碼
35
Legal & General Group
Legal & General Group
United Kingdom
US$47.2億 -US$1.06億 10 5.49% 減碼
36
Sands Capital Management
Sands Capital Management
Virginia
US$47億 -US$2.39億 3 11.84% 減碼
37
AllianceBernstein
AllianceBernstein
Tennessee
US$41.9億 -US$1.65億 12 3.53% 減碼
38
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$41.4億 -US$1834萬 4 16.38% 減碼
39
American Century Companies
American Century Companies
Missouri
US$38.3億 -US$2.77億 9 4.37% 減碼
40
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38.1億 +US$1.76億 5 11.31% 增持
41
First Eagle Investment Management
First Eagle Investment Management
New York
US$38億 +US$5.56億 7 9.2% 增持
42
OppenheimerFunds
OppenheimerFunds
New York
US$37.4億 +US$3.53億 6 4.14% 增持
43
Neuberger Berman Group
Neuberger Berman Group
New York
US$36.6億 -US$1.42億 9 3.57% 減碼
44
California Public Employees Retirement System
California Public Employees Retirement System
California
US$35.8億 -US$8695萬 12 4.87% 減碼
45
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$35.2億 -US$1.23億 12 4.72% 減碼
46
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$35億 +US$2.82億 11 5.31% 增持
47
BlackRock Advisors
BlackRock Advisors
Delaware
US$34.4億 -US$5.68億 12 3.25% 減碼
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$33.8億 +US$2861萬 8 4.99% 增持
49
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.8億 -US$1270萬 12 3.93% 減碼
50
Allianz Asset Management
Allianz Asset Management
Germany
US$32.8億 -US$3.47億 11 4.11% 減碼