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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
601
SC
SRB Corp
Massachusetts
US$1.5億 -US$19.9萬 2 19.31% 減碼
602
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
US$1.5億 +US$1088萬 10 8.18% 增持
603
Castle Hook Partners
Castle Hook Partners
New York
US$1.5億 +US$113萬 6 7.43% 增持
604
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$1.49億 -US$1729萬 6 7.86% 減碼
605
AAM
Ardevora Asset Management
United Kingdom
US$1.49億 -US$252萬 5 4.47% 減碼
606
LGT Capital Partners
LGT Capital Partners
Switzerland
US$1.48億 +US$24.6萬 4 13.84% 增持
607
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
US$1.48億 +US$1.42億 4 2.23% 新
608
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$1.48億 -US$6.01億 6 1.52% 減碼
609
Tekne Capital Management
Tekne Capital Management
New York
US$1.47億 -US$248萬 3 29.72% 減碼
610
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
US$1.47億 +US$1476萬 6 5.41% 增持
611
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
US$1.47億 +US$714萬 2 1% 增持
612
Shelton Capital Management
Shelton Capital Management
Colorado
US$1.47億 -US$589萬 12 9.41% 減碼
613
CEP
Chicago Equity Partners
Illinois
US$1.46億 +US$566萬 9 4.46% 增持
614
Twin Capital Management
Twin Capital Management
Pennsylvania
US$1.46億 -US$133萬 9 7.17% 減碼
615
Personal Capital Advisors
Personal Capital Advisors
California
US$1.46億 +US$920萬 8 2.49% 增持
616
RA
Rovida Advisors
Florida
US$1.46億 US$0 2 15.26% 維持不變
617
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
US$1.45億 +US$9269萬 3 2.34% 增持
618
Sit Investment Associates
Sit Investment Associates
Minnesota
US$1.45億 -US$1194萬 8 3.46% 減碼
619
Oldfield Partners
Oldfield Partners
United Kingdom
US$1.44億 +US$2715萬 3 10.95% 增持
620
Winton Group
Winton Group
United Kingdom
US$1.43億 -US$704萬 12 4.14% 減碼
621
MAI
Marble Arch Investments
New York
US$1.43億 +US$3027萬 2 11% 增持
622
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$1.42億 -US$705萬 1 6.68% 減碼
623
Capital International Inc
Capital International Inc
California
US$1.42億 -US$661萬 7 21.11% 減碼
624
Bloom Tree Partners
Bloom Tree Partners
New York
US$1.41億 -US$974萬 2 12.85% 減碼
625
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
US$1.41億 -US$3575萬 3 9.03% 減碼