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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
576
ROIC
Route One Investment Company
California
US$1.92億 -US$7795萬 2 6.2% 減碼
577
Veritas Investment Management
Veritas Investment Management
United Kingdom
US$1.91億 -US$739萬 5 20.12% 減碼
578
Junto Capital Management
Junto Capital Management
New York
US$1.9億 +US$725萬 4 10.93% 增持
579
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
US$1.9億 -US$3220萬 3 3.63% 減碼
580
Driehaus Capital Management
Driehaus Capital Management
Illinois
US$1.89億 -US$1665萬 10 5.82% 減碼
581
NF Trinity Capital
NF Trinity Capital
Hong Kong
US$1.89億 +US$2732萬 3 24.93% 增持
582
Newport Asia
Newport Asia
California
US$1.88億 +US$646萬 1 45.25% 增持
583
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$1.88億 -US$330萬 1 7.46% 減碼
584
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
US$1.87億 +US$4461萬 7 13.15% 增持
585
Ceredex Value Advisors
Ceredex Value Advisors
Florida
US$1.87億 -US$1.06億 2 2.1% 減碼
586
Argent Capital Management
Argent Capital Management
Missouri
US$1.85億 +US$149萬 5 6.33% 增持
587
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$1.84億 -US$2675萬 5 7.73% 減碼
588
Martin Currie
Martin Currie
United Kingdom
US$1.84億 -US$86.6萬 4 12.78% 減碼
589
MML Investors Services
MML Investors Services
Massachusetts
US$1.83億 +US$4867萬 17 3.09% 增持
590
Twin Capital Management
Twin Capital Management
Pennsylvania
US$1.82億 +US$589萬 6 8.35% 增持
591
Credit Agricole
Credit Agricole
France
US$1.81億 +US$2088萬 9 8.67% 增持
592
Taikang Asset Management (HK)
Taikang Asset Management (HK)
Hong Kong
US$1.81億 +US$3458萬 5 22.16% 增持
593
Bloom Tree Partners
Bloom Tree Partners
New York
US$1.8億 -US$4180萬 3 15.81% 減碼
594
Första AP-fonden
Första AP-fonden
Sweden
US$1.79億 -US$1006萬 3 7.18% 減碼
595
Saturna Capital
Saturna Capital
Washington
US$1.79億 -US$23.8萬 6 5.21% 減碼
596
Honeycomb Asset Management
Honeycomb Asset Management
New York
US$1.78億 +US$3494萬 4 17.43% 增持
597
Oakmont Corp
Oakmont Corp
California
US$1.78億 US$0 2 23.19% 維持不變
598
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
US$1.78億 -US$49.1萬 10 9.26% 減碼
599
UMB Bank
UMB Bank
Missouri
US$1.78億 +US$369萬 7 5.28% 增持
600
Walleye Trading
Walleye Trading
New York
US$1.76億 +US$3768萬 20 0.93% 增持