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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$73.2億 +US$4.66億 11 3.62% 增持
27
Dodge & Cox
Dodge & Cox
California
US$72.4億 -US$2.46億 5 7.29% 減碼
28
Jennison Associates
Jennison Associates
New York
US$71.4億 +US$4.25億 6 7.32% 增持
29
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$65.4億 -US$1億 8 3.65% 減碼
30
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$59.4億 +US$2.25億 7 26.08% 增持
31
Harris Associates
Harris Associates
Illinois
US$55.4億 -US$8.45億 4 9.7% 減碼
32
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$52.4億 -US$8.81億 10 18.21% 減碼
33
AllianceBernstein
AllianceBernstein
Tennessee
US$51.5億 +US$3.7億 12 4.42% 增持
34
Legal & General Group
Legal & General Group
United Kingdom
US$48.9億 +US$2.05億 11 5.96% 增持
35
Deutsche Bank
Deutsche Bank
Germany
US$48.5億 -US$13.2億 14 3.75% 減碼
36
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
US$45.5億 -US$4.58億 10 4.08% 減碼
37
American Century Companies
American Century Companies
Missouri
US$43.5億 +US$7.95億 9 5.31% 增持
38
Sands Capital Management
Sands Capital Management
Virginia
US$42.1億 +US$10.9億 3 11.76% 增持
39
Magellan Asset Management
Magellan Asset Management
Australia
US$40.3億 -US$617萬 4 25.32% 減碼
40
Viking Global Investors
Viking Global Investors
Connecticut
US$39.9億 -US$2689萬 3 15.3% 減碼
41
First Eagle Investment Management
First Eagle Investment Management
New York
US$39.9億 +US$4621萬 6 10.05% 增持
42
BlackRock Investment Management
BlackRock Investment Management
Delaware
US$38.7億 -US$307萬 13 5.23% 減碼
43
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$38.5億 +US$2.71億 6 6.33% 增持
44
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$38.1億 +US$2.12億 8 11.29% 增持
45
BlackRock Advisors
BlackRock Advisors
Delaware
US$37.9億 +US$3.13億 12 4.06% 增持
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$37.8億 +US$785萬 13 5.99% 增持
47
OppenheimerFunds
OppenheimerFunds
New York
US$37.5億 +US$2.81億 8 5.06% 增持
48
UBS AM
UBS AM
Illinois
US$37.2億 -US$20.1億 10 4.1% 減碼
49
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.2億 -US$13.3億 5 15.42% 減碼
50
Allianz Asset Management
Allianz Asset Management
Germany
US$37.1億 +US$4.63億 10 4.42% 增持