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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
Janus Henderson Group
Janus Henderson Group
US$115億 -US$1.69億 13 6.98% 減碼
27
UBS AM
UBS AM
Illinois
US$112億 +US$2.64億 20 9.49% 增持
28
Legal & General Group
Legal & General Group
United Kingdom
US$110億 -US$6048萬 19 7.98% 減碼
29
Dodge & Cox
Dodge & Cox
California
US$110億 -US$12.3億 9 8.54% 減碼
30
HSBC Holdings
HSBC Holdings
United Kingdom
US$96億 +US$5.31億 16 13.9% 增持
31
AllianceBernstein
AllianceBernstein
Tennessee
US$94.1億 -US$6451萬 19 6.73% 減碼
32
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$93.2億 +US$2.1億 11 19.39% 增持
33
Swiss National Bank
Swiss National Bank
Switzerland
US$83.1億 +US$924萬 18 8.98% 增持
34
Charles Schwab
Charles Schwab
California
US$82.9億 +US$3.61億 19 6.58% 增持
35
UBS Group
UBS Group
Switzerland
US$81.6億 +US$7.48億 25 3.35% 增持
36
Deutsche Bank
Deutsche Bank
Germany
US$81.5億 +US$7441萬 22 5.22% 增持
37
American Century Companies
American Century Companies
Missouri
US$80.4億 -US$2.37億 13 8.01% 減碼
38
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$74.7億 +US$7.16億 24 3.28% 增持
39
Fisher Asset Management
Fisher Asset Management
Washington
US$74億 +US$2.01億 8 9.66% 增持
40
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$71.6億 -US$2588萬 12 11.72% 減碼
41
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$71.5億 -US$1.13億 7 26.54% 減碼
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$70.9億 +US$1.51億 12 9.15% 增持
43
ClearBridge Investments
ClearBridge Investments
New York
US$70.6億 +US$6.41億 14 6.52% 增持
44
OppenheimerFunds
OppenheimerFunds
New York
US$70.3億 +US$3.69億 14 8.49% 增持
45
Sands Capital Management
Sands Capital Management
Virginia
US$67.4億 -US$1644萬 6 20.44% 減碼
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$66.4億 -US$3700萬 20 7.99% 減碼
47
Temasek Holdings
Temasek Holdings
Singapore
US$62.7億 US$0 2 38.57% 維持不變
48
Allianz Asset Management
Allianz Asset Management
Germany
US$61.3億 +US$3.1億 15 4.82% 增持
49
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$60.4億 +US$6427萬 16 2.51% 增持
50
AQR Capital Management
AQR Capital Management
Connecticut
US$59.7億 +US$10.1億 16 6.27% 增持