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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$65.6億 -US$1.21億 6 3.32% 減碼
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$65.3億 -US$5.76億 9 19.47% 減碼
28
Deutsche Bank
Deutsche Bank
Germany
US$62.8億 +US$12.7億 14 3.91% 增持
29
Jennison Associates
Jennison Associates
New York
US$62.4億 +US$2.68億 6 5.71% 增持
30
Harris Associates
Harris Associates
Illinois
US$62.1億 +US$5.72億 5 9.81% 增持
31
Bank of America
Bank of America
North Carolina
US$60.6億 +US$7.91億 15 2.04% 增持
32
Franklin Resources
Franklin Resources
California
US$59.6億 +US$3.82億 11 2.7% 增持
33
UBS AM
UBS AM
Illinois
US$57.7億 -US$3.18億 11 5.56% 減碼
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$54.4億 +US$3.69億 6 20.22% 增持
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$47億 -US$1.82億 11 3.87% 減碼
36
Temasek Holdings
Temasek Holdings
Singapore
US$44.3億 +US$38.3億 1 33.16% 增持
37
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$43.3億 -US$1.62億 6 14.75% 減碼
38
Legal & General Group
Legal & General Group
United Kingdom
US$42.8億 -US$5759萬 11 5.11% 減碼
39
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.4億 +US$2.38億 6 9.86% 增持
40
AllianceBernstein
AllianceBernstein
Tennessee
US$41億 -US$1.81億 12 3.32% 減碼
41
Magellan Asset Management
Magellan Asset Management
Australia
US$40.2億 +US$11.6億 4 25.87% 增持
42
HSBC Holdings
HSBC Holdings
United Kingdom
US$39.6億 +US$12.5億 12 7.59% 增持
43
Sands Capital Management
Sands Capital Management
Virginia
US$38.4億 -US$8586萬 2 9.13% 減碼
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$35.7億 +US$1.15億 9 5.21% 增持
45
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$35.4億 -US$1.09億 12 4.49% 減碼
46
UBS Group
UBS Group
Switzerland
US$34.3億 +US$1.68億 16 2.37% 增持
47
BlackRock Advisors
BlackRock Advisors
Delaware
US$33.4億 -US$898萬 12 3.42% 減碼
48
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$33.3億 +US$4665萬 12 4.36% 增持
49
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$33億 +US$452萬 4 4.48% 增持
50
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.9億 +US$1.73億 13 2.89% 增持