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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
IEQ Capital
IEQ Capital
California
US$3.17億 +US$1.37億 15 13.08% 增持
577
IC
Immersion Capital
United Kingdom
US$3.15億 -US$5066萬 2 33.39% 減碼
578
JC
Joho Capital
New York
US$3.11億 -US$4898萬 4 48.37% 減碼
579
AE Wealth Management
AE Wealth Management
Kansas
US$3.11億 +US$1156萬 18 3.14% 增持
580
MIM
Meridiem Investment Management
United Kingdom
US$3.1億 -US$70.4萬 4 12.46% 減碼
581
Durable Capital Partners
Durable Capital Partners
Maryland
US$3.08億 -US$1.69億 2 2.61% 減碼
582
UMB Bank
UMB Bank
Missouri
US$3.07億 -US$528萬 8 7.51% 減碼
583
WCM Investment Management
WCM Investment Management
California
US$3.05億 +US$7703萬 3 0.84% 增持
584
Alta Capital Management
Alta Capital Management
Utah
US$3.04億 +US$1.6億 5 9.3% 增持
585
Abrams Capital Management
Abrams Capital Management
Massachusetts
US$3.02億 US$0 1 6.8% 維持不變
586
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
US$3.02億 +US$3744萬 13 12.28% 增持
587
TT International Asset Management
TT International Asset Management
United Kingdom
US$3.01億 -US$1.56億 5 12% 減碼
588
ROIC
Route One Investment Company
California
US$3億 +US$2327萬 3 7.57% 增持
589
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$3億 -US$203萬 6 15.17% 減碼
590
Inverness Counsel
Inverness Counsel
New York
US$3億 +US$337萬 7 12.38% 增持
591
British Airways Pensions Investment Management
British Airways Pensions Investment Management
United Kingdom
US$2.99億 -US$2200萬 5 11.73% 減碼
592
Wealthfront Advisers
Wealthfront Advisers
California
US$2.96億 +US$1875萬 9 1.59% 增持
593
Pinnacle Associates
Pinnacle Associates
New York
US$2.96億 +US$1417萬 15 5.64% 增持
594
Hyperion Asset Management
Hyperion Asset Management
Australia
US$2.94億 -US$1430萬 3 20.45% 減碼
595
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
US$2.93億 -US$170萬 4 3.62% 減碼
596
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$2.93億 -US$88.2萬 11 11.63% 減碼
597
Amalgamated Bank
Amalgamated Bank
New York
US$2.92億 -US$1376萬 20 10.96% 減碼
598
FDx Advisors
FDx Advisors
Illinois
US$2.92億 +US$5617萬 14 11.01% 增持
599
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$2.92億 -US$3.84億 13 1.44% 減碼
600
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
US$2.89億 -US$6204萬 3 2.18% 減碼