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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
Cresset Asset Management
Cresset Asset Management
Illinois
US$3.34億 -US$4349萬 18 3.47% 減碼
602
NS Partners
NS Partners
United Kingdom
US$3.32億 -US$3391萬 4 17.68% 減碼
603
Metropolis Capital
Metropolis Capital
United Kingdom
US$3.31億 +US$6273萬 2 20.21% 增持
604
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$3.31億 -US$1709萬 12 12.23% 減碼
605
Suvretta Capital Management
Suvretta Capital Management
New York
US$3.31億 -US$2.75億 2 10.1% 減碼
606
River Road Asset Management
River Road Asset Management
Kentucky
US$3.24億 +US$1.98億 3 3.58% 增持
607
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$3.24億 +US$1397萬 20 4.65% 增持
608
ROIC
Route One Investment Company
California
US$3.23億 -US$4288萬 2 10.07% 減碼
609
TA
Trivest Advisors
Hong Kong
US$3.22億 +US$6271萬 6 54.43% 增持
610
Kiwi Wealth Investments Limited Partnership
Kiwi Wealth Investments Limited Partnership
New Zealand
US$3.21億 +US$4117萬 7 17.37% 增持
611
Inverness Counsel
Inverness Counsel
New York
US$3.19億 -US$6615萬 7 14.27% 減碼
612
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
US$3.18億 -US$350萬 2 7.05% 減碼
613
Confluence Investment Management
Confluence Investment Management
Missouri
US$3.15億 -US$180萬 6 4.41% 減碼
614
BG
Bollard Group
Massachusetts
US$3.15億 -US$4472萬 15 10.08% 減碼
615
HRT Financial
HRT Financial
New York
US$3.15億 +US$1.83億 27 2.25% 增持
616
Stonegate Investment Group
Stonegate Investment Group
Alabama
US$3.13億 +US$826萬 7 10.28% 增持
617
JC
Joho Capital
New York
US$3.12億 +US$960萬 4 44.48% 增持
618
HS Management Partners
HS Management Partners
New York
US$3.1億 -US$45.2萬 2 8.93% 減碼
619
Ninety One North America
Ninety One North America
New York
US$3.09億 +US$399萬 4 11.34% 增持
620
Oakmont Corp
Oakmont Corp
California
US$3.09億 US$0 4 28.04% 維持不變
621
Hitchwood Capital Management
Hitchwood Capital Management
New York
US$3.06億 -US$1.25億 3 22.96% 減碼
622
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
US$3.05億 -US$2417萬 4 16.29% 減碼
623
Braun Stacey Associates
Braun Stacey Associates
New York
US$3.02億 -US$1472萬 5 12.51% 減碼
624
Great Lakes Advisors
Great Lakes Advisors
Illinois
US$3.01億 -US$1416萬 9 4.94% 減碼
625
Salem Investment Counselors
Salem Investment Counselors
North Carolina
US$3.01億 +US$20.1萬 20 11.82% 增持