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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$106億 -US$2.24億 12 4.6% 減碼
27
Janus Henderson Group
Janus Henderson Group
US$104億 -US$3.17億 13 6.67% 減碼
28
UBS AM
UBS AM
Illinois
US$100億 +US$6438萬 16 9.09% 增持
29
Legal & General Group
Legal & General Group
United Kingdom
US$100億 +US$3.85億 19 7.5% 增持
30
AllianceBernstein
AllianceBernstein
Tennessee
US$86.5億 -US$2.02億 19 6.48% 減碼
31
HSBC Holdings
HSBC Holdings
United Kingdom
US$86.3億 +US$1.89億 16 13.83% 增持
32
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$84.2億 -US$7990萬 12 18.36% 減碼
33
American Century Companies
American Century Companies
Missouri
US$75.1億 -US$3.64億 14 7.6% 減碼
34
Swiss National Bank
Swiss National Bank
Switzerland
US$74.5億 -US$1317萬 17 8.48% 減碼
35
Deutsche Bank
Deutsche Bank
Germany
US$73.7億 -US$7659萬 21 5.05% 減碼
36
Charles Schwab
Charles Schwab
California
US$70.8億 +US$1.81億 19 6.18% 增持
37
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$68.3億 -US$3.27億 12 11.86% 減碼
38
UBS Group
UBS Group
Switzerland
US$66.9億 +US$4億 24 3.1% 增持
39
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$66.1億 -US$3.15億 7 25.52% 減碼
40
Fisher Asset Management
Fisher Asset Management
Washington
US$65.6億 +US$1.29億 9 9.2% 增持
41
OppenheimerFunds
OppenheimerFunds
New York
US$63億 -US$8.05億 13 7.74% 減碼
42
Temasek Holdings
Temasek Holdings
Singapore
US$62.6億 US$0 2 36.43% 維持不變
43
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$62.5億 +US$3761萬 12 8.82% 增持
44
Sands Capital Management
Sands Capital Management
Virginia
US$62.2億 -US$6.94億 6 18.64% 減碼
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$60.8億 +US$1.26億 21 2.92% 增持
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$59.7億 +US$2396萬 19 7.63% 增持
47
ClearBridge Investments
ClearBridge Investments
New York
US$56.2億 +US$1.21億 13 5.4% 增持
48
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$53.8億 -US$7398萬 16 2.35% 減碼
49
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$53.7億 -US$24.9億 1 3.02% 減碼
50
Harris Associates
Harris Associates
Illinois
US$53.7億 -US$519萬 4 9.06% 減碼