← 所有主題

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$67.2億 -US$4.68億 7 3.42% 減碼
27
Goldman Sachs
Goldman Sachs
New York
US$65.1億 -US$1520萬 14 2.06% 減碼
28
UBS AM
UBS AM
Illinois
US$61.2億 +US$2.93億 11 5.83% 增持
29
Franklin Resources
Franklin Resources
California
US$60.7億 -US$5.86億 11 2.75% 減碼
30
Jennison Associates
Jennison Associates
New York
US$58.8億 -US$4.77億 6 5.5% 減碼
31
Silver Lake Group
Silver Lake Group
California
US$56.8億 US$0 1 69.17% 維持不變
32
Harris Associates
Harris Associates
Illinois
US$54.9億 -US$2.28億 5 8.53% 減碼
33
Bank of America
Bank of America
North Carolina
US$53.7億 -US$8.58億 15 1.92% 減碼
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$52.3億 +US$4.93億 6 19.74% 增持
35
Deutsche Bank
Deutsche Bank
Germany
US$51.7億 -US$8605萬 16 3.19% 減碼
36
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$50.5億 +US$1.02億 11 4.33% 增持
37
AllianceBernstein
AllianceBernstein
Tennessee
US$43.9億 +US$2895萬 13 3.65% 增持
38
Legal & General Group
Legal & General Group
United Kingdom
US$43.9億 -US$1.19億 11 5.17% 減碼
39
Sands Capital Management
Sands Capital Management
Virginia
US$42.4億 -US$7.16億 5 10.08% 減碼
40
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$41.8億 -US$1.59億 6 13.54% 減碼
41
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.4億 -US$7117萬 6 10.07% 減碼
42
Credit Suisse
Credit Suisse
Switzerland
US$40.1億 +US$4090萬 13 3.57% 增持
43
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$36.1億 +US$6910萬 12 5.24% 增持
44
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$35.9億 +US$4104萬 3 4.81% 增持
45
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$35.1億 +US$3690萬 10 5.19% 增持
46
BlackRock Advisors
BlackRock Advisors
Delaware
US$34.9億 +US$89.8萬 12 3.52% 增持
47
ValueAct Holdings
ValueAct Holdings
California
US$34.5億 +US$3.63萬 1 21.61% 增持
48
UBS Group
UBS Group
Switzerland
US$34億 +US$34.2億 16 2.37% 新
49
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$33.7億 -US$4137萬 12 4.46% 減碼
50
California Public Employees Retirement System
California Public Employees Retirement System
California
US$32.7億 -US$1.43億 14 4.51% 減碼