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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
Primecap Management
Primecap Management
California
US$163億 -US$5.48億 11 13% 減碼
27
Jennison Associates
Jennison Associates
New York
US$160億 -US$4.82億 10 16.9% 減碼
28
AllianceBernstein
AllianceBernstein
Tennessee
US$148億 -US$1.56億 21 9.2% 減碼
29
UBS Group
UBS Group
Switzerland
US$141億 -US$8.75億 30 5.42% 減碼
30
Charles Schwab
Charles Schwab
California
US$139億 +US$2.78億 22 8.2% 增持
31
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$132億 -US$2.84億 8 5.29% 減碼
32
Deutsche Bank
Deutsche Bank
Germany
US$128億 -US$11.5億 23 8.91% 減碼
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$125億 +US$1.34億 14 10.82% 增持
34
Fisher Asset Management
Fisher Asset Management
Washington
US$112億 +US$5.55億 9 12.32% 增持
35
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$112億 +US$1.15億 29 4.43% 增持
36
ClearBridge Investments
ClearBridge Investments
New York
US$112億 +US$2.54億 16 9.76% 增持
37
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$110億 +US$2865萬 9 21.15% 增持
38
Franklin Resources
Franklin Resources
California
US$107億 -US$2.9億 18 5.83% 減碼
39
Swiss National Bank
Swiss National Bank
Switzerland
US$103億 +US$3.15億 20 10.91% 增持
40
Dodge & Cox
Dodge & Cox
California
US$102億 -US$7.26億 10 8.39% 減碼
41
American Century Companies
American Century Companies
Missouri
US$98.1億 +US$2.12億 14 9.84% 增持
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$93.6億 +US$3.44億 21 3.64% 增持
43
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$91億 +US$1.4億 21 7.34% 增持
44
Magellan Asset Management
Magellan Asset Management
Australia
US$88億 +US$8.16億 6 25.28% 增持
45
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$82.6億 -US$67.9億 15 14.57% 減碼
46
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$79.1億 +US$7630萬 22 10.01% 增持
47
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$76.7億 -US$1.11億 6 26.97% 減碼
48
HSBC Holdings
HSBC Holdings
United Kingdom
US$76.1億 +US$2.32億 20 14.2% 增持
49
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$75.8億 +US$2.61億 24 6.55% 增持
50
California Public Employees Retirement System
California Public Employees Retirement System
California
US$75.2億 +US$17.8億 21 7.47% 增持