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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$66.4億 +US$2.81億 11 3.01% 增持
27
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$66.3億 +US$2.7億 6 3.37% 增持
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$62.6億 -US$3.64億 9 20.19% 減碼
29
Harris Associates
Harris Associates
Illinois
US$60.8億 -US$2.54億 5 9.71% 減碼
30
Jennison Associates
Jennison Associates
New York
US$60.8億 -US$4.53億 7 5.57% 減碼
31
Bank of America
Bank of America
North Carolina
US$59.4億 -US$2.55億 15 1.93% 減碼
32
Deutsche Bank
Deutsche Bank
Germany
US$59.1億 -US$5.48億 15 3.78% 減碼
33
UBS AM
UBS AM
Illinois
US$57.2億 -US$2.19億 11 5.47% 減碼
34
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$57億 +US$1.85億 6 22.42% 增持
35
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$47.6億 -US$1636萬 10 3.91% 減碼
36
Temasek Holdings
Temasek Holdings
Singapore
US$46.8億 +US$3.24億 1 29.27% 增持
37
AllianceBernstein
AllianceBernstein
Tennessee
US$45.5億 +US$3.83億 12 3.76% 增持
38
Legal & General Group
Legal & General Group
United Kingdom
US$45億 +US$1.16億 11 5.29% 增持
39
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$44.3億 -US$1.24億 5 15.49% 減碼
40
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.3億 +US$9953萬 6 9.85% 增持
41
Magellan Asset Management
Magellan Asset Management
Australia
US$41.1億 +US$821萬 4 25.77% 增持
42
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$37.4億 +US$3.45億 12 4.64% 增持
43
OppenheimerFunds
OppenheimerFunds
New York
US$36.5億 +US$6.48億 9 4.18% 增持
44
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$36.1億 -US$6479萬 12 5.27% 減碼
45
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$35.8億 +US$5.32億 8 9.79% 增持
46
Viking Global Investors
Viking Global Investors
Connecticut
US$35.6億 +US$16.3億 3 13.46% 增持
47
Managed Account Advisors
Managed Account Advisors
New Jersey
US$35億 +US$1.17億 14 2.89% 增持
48
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$34.5億 +US$4.77億 6 4.92% 增持
49
UBS Group
UBS Group
Switzerland
US$34.4億 -US$6834萬 15 2.29% 減碼
50
BlackRock Advisors
BlackRock Advisors
Delaware
US$33.9億 +US$1131萬 12 3.53% 增持