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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
676
UMB Bank
UMB Bank
Missouri
US$9070萬 +US$245萬 7 3.34% 增持
677
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$9040萬 +US$4700萬 4 1.88% 增持
678
HS
Huntington Steele
Pennsylvania
US$9002萬 +US$104萬 4 29.99% 增持
679
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
US$8998萬 +US$3135萬 1 4.15% 增持
680
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$8990萬 +US$4883萬 1 4.37% 增持
681
TAM
Telemark Asset Management
Massachusetts
US$8898萬 +US$2159萬 4 19.42% 增持
682
Iconiq Capital
Iconiq Capital
California
US$8846萬 -US$1376萬 2 10.43% 減碼
683
OI
Oakbrook Investments
Illinois
US$8796萬 -US$1275萬 8 5.75% 減碼
684
Alpha Wave Global
Alpha Wave Global
New York
US$8794萬 -US$4715萬 2 9.3% 減碼
685
AustralianSuper
AustralianSuper
Australia
US$8789萬 +US$8993萬 2 14% 新
686
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
US$8750萬 -US$999萬 2 10.25% 減碼
687
Martin Currie
Martin Currie
United Kingdom
US$8746萬 -US$241萬 4 8.19% 減碼
688
Paloma Partners
Paloma Partners
Connecticut
US$8728萬 +US$4514萬 13 0.86% 增持
689
HCM
Highline Capital Management
New York
US$8667萬 -US$4081萬 1 2.48% 減碼
690
Stack Financial Management
Stack Financial Management
Montana
US$8615萬 -US$79.5萬 3 9.57% 減碼
691
Personal Capital Advisors
Personal Capital Advisors
California
US$8603萬 +US$628萬 6 2.56% 增持
692
CCM
Conatus Capital Management
Connecticut
US$8597萬 -US$3925萬 1 6.31% 減碼
693
ACPU
Arrowgrass Capital Partners (US)
Delaware
US$8585萬 +US$377萬 7 0.97% 增持
694
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
US$8502萬 -US$2462萬 4 6.98% 減碼
695
MI
Markston International
New York
US$8473萬 -US$542萬 7 8.03% 減碼
696
BAM
Barrett Asset Management
New York
US$8472萬 -US$160萬 7 7.01% 減碼
697
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
US$8449萬 -US$140萬 5 8.08% 減碼
698
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$8424萬 -US$1465萬 11 1.58% 減碼
699
VAM
ValueInvest Asset Management
Luxembourg
US$8336萬 +US$8068萬 1 5.01% 新
700
Osterweis Capital Management
Osterweis Capital Management
California
US$8296萬 -US$453萬 2 5.98% 減碼