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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$71.1億 -US$1.99億 7 3.76% 減碼
27
Franklin Resources
Franklin Resources
California
US$67.9億 -US$2.87億 11 3.1% 減碼
28
Goldman Sachs
Goldman Sachs
New York
US$66.4億 -US$9.7億 14 2.11% 減碼
29
Jennison Associates
Jennison Associates
New York
US$66.3億 +US$9.35億 6 6.15% 增持
30
Bank of America
Bank of America
North Carolina
US$64.9億 +US$2.94億 15 2.1% 增持
31
UBS AM
UBS AM
Illinois
US$60.8億 +US$1.46億 11 6.03% 增持
32
Harris Associates
Harris Associates
Illinois
US$54.6億 +US$5.68億 5 8.96% 增持
33
Deutsche Bank
Deutsche Bank
Germany
US$53.8億 -US$1.85億 15 3.34% 減碼
34
Sands Capital Management
Sands Capital Management
Virginia
US$51.4億 +US$4.55億 5 12.78% 增持
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$50.9億 +US$1.34億 11 4.65% 增持
36
Silver Lake Group
Silver Lake Group
California
US$48.6億 +US$49.1億 1 68.18% 新
37
Legal & General Group
Legal & General Group
United Kingdom
US$46.8億 -US$1.94億 10 5.61% 減碼
38
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$45.9億 +US$7.66億 6 14.26% 增持
39
AllianceBernstein
AllianceBernstein
Tennessee
US$45.3億 +US$1.86億 13 3.81% 增持
40
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$44.9億 +US$2.98億 5 17.32% 增持
41
Credit Suisse
Credit Suisse
Switzerland
US$40.9億 +US$8.09億 13 3.34% 增持
42
First Eagle Investment Management
First Eagle Investment Management
New York
US$40億 +US$7260萬 7 9.93% 增持
43
Allianz Asset Management
Allianz Asset Management
Germany
US$37.4億 +US$2.85億 12 4.51% 增持
44
American Century Companies
American Century Companies
Missouri
US$37.2億 -US$1.25億 10 4.34% 減碼
45
California Public Employees Retirement System
California Public Employees Retirement System
California
US$36.8億 -US$1881萬 14 5.09% 減碼
46
OppenheimerFunds
OppenheimerFunds
New York
US$36.8億 +US$1.76億 6 4.04% 增持
47
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$36.2億 +US$4808萬 12 5.35% 增持
48
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$35.8億 +US$8198萬 10 5.35% 增持
49
BlackRock Advisors
BlackRock Advisors
Delaware
US$35.7億 +US$2179萬 13 3.55% 增持
50
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$35.2億 -US$1.15億 12 4.92% 減碼