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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
Matrix Capital Management Company
Matrix Capital Management Company
New Hampshire
US$1.92億 US$0 1 4.09% 維持不變
602
Erste Asset Management
Erste Asset Management
Austria
US$1.92億 +US$1854萬 10 8.49% 增持
603
Krane Funds Advisors
Krane Funds Advisors
New York
US$1.92億 +US$172萬 3 12.38% 增持
604
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$1.91億 +US$2137萬 2 11.25% 增持
605
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
US$1.9億 +US$1.75億 3 36.41% 新
606
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
US$1.88億 -US$138萬 12 9.09% 減碼
607
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
US$1.88億 -US$924萬 7 3.84% 減碼
608
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
US$1.88億 -US$3745萬 3 15.65% 減碼
609
NS Partners
NS Partners
United Kingdom
US$1.88億 +US$1201萬 5 14.95% 增持
610
HHR Asset Management
HHR Asset Management
New Jersey
US$1.87億 -US$3713萬 4 17.87% 減碼
611
Columbus Hill Capital Management
Columbus Hill Capital Management
New Jersey
US$1.86億 +US$3371萬 4 20.05% 增持
612
Select Equity Group
Select Equity Group
New York
US$1.86億 -US$3.46億 3 1.17% 減碼
613
R.M. Davis Inc
R.M. Davis Inc
Maine
US$1.85億 +US$1114萬 7 6.07% 增持
614
FCI
Financial Counselors Inc
Kansas
US$1.85億 +US$435萬 9 6.59% 增持
615
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$1.85億 -US$3366萬 3 4.13% 減碼
616
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
US$1.84億 -US$80.4萬 7 9.18% 減碼
617
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
US$1.84億 US$0 2 6.01% 維持不變
618
Cambridge Trust
Cambridge Trust
Massachusetts
US$1.84億 -US$45.6萬 7 9.72% 減碼
619
TP
Thunderbird Partners
United Kingdom
US$1.83億 -US$9.03萬 1 29.47% 減碼
620
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
US$1.82億 +US$5466萬 3 22.83% 增持
621
Gotham Asset Management
Gotham Asset Management
New York
US$1.82億 -US$8612萬 9 3.33% 減碼
622
Carillon Tower Advisers
Carillon Tower Advisers
Florida
US$1.81億 +US$2239萬 6 1.21% 增持
623
Sawgrass Asset Management
Sawgrass Asset Management
Florida
US$1.81億 +US$909萬 7 13.63% 增持
624
Hyperion Asset Management
Hyperion Asset Management
Australia
US$1.8億 +US$4392萬 3 41.47% 增持
625
Cannell & Spears
Cannell & Spears
New York
US$1.8億 -US$320萬 6 19.26% 減碼