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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$247億 -US$2.93億 19 11.27% 減碼
27
Charles Schwab
Charles Schwab
California
US$245億 -US$7.48億 26 8.97% 減碼
28
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$242億 -US$10.9億 13 13.52% 減碼
29
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$234億 -US$34.6億 35 6.79% 減碼
30
Jennison Associates
Jennison Associates
New York
US$226億 -US$5.35億 10 16.56% 減碼
31
Deutsche Bank
Deutsche Bank
Germany
US$206億 +US$6.1億 30 11.08% 增持
32
UBS Group
UBS Group
Switzerland
US$198億 +US$16.9億 34 6.56% 增持
33
Fisher Asset Management
Fisher Asset Management
Washington
US$197億 +US$3.74億 10 13.87% 增持
34
Swiss National Bank
Swiss National Bank
Switzerland
US$192億 +US$3.49億 25 12.83% 增持
35
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$191億 -US$4.28億 19 11.95% 減碼
36
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$179億 +US$3.95億 27 10.25% 增持
37
Primecap Management
Primecap Management
California
US$178億 +US$4814萬 11 12.44% 增持
38
Franklin Resources
Franklin Resources
California
US$176億 -US$1.36億 18 7.17% 減碼
39
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$163億 +US$9.39億 22 12.47% 增持
40
American Century Companies
American Century Companies
Missouri
US$161億 +US$2.41億 20 11.83% 增持
41
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$160億 -US$1.01億 17 20.73% 減碼
42
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$149億 -US$2.17億 24 4.92% 減碼
43
ClearBridge Investments
ClearBridge Investments
New York
US$126億 -US$1.11億 13 9.41% 減碼
44
Dodge & Cox
Dodge & Cox
California
US$126億 +US$2.65億 9 9% 增持
45
Credit Suisse
Credit Suisse
Switzerland
US$123億 -US$22.7億 28 6.31% 減碼
46
California Public Employees Retirement System
California Public Employees Retirement System
California
US$123億 -US$9.37億 27 9.37% 減碼
47
TCI Fund Management
TCI Fund Management
United Kingdom
US$122億 +US$14.2億 3 35.45% 增持
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$122億 -US$6310萬 32 7.93% 減碼
49
Magellan Asset Management
Magellan Asset Management
Australia
US$118億 -US$2.8億 5 24.65% 減碼
50
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$114億 +US$1207萬 17 14.73% 增持