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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
51
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$26.9億 -US$1183萬 9 5.82% 減碼
52
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$26.5億 -US$2162萬 5 9.29% 減碼
53
California Public Employees Retirement System
California Public Employees Retirement System
California
US$26.3億 +US$4816萬 12 4.87% 增持
54
Harris Associates
Harris Associates
Illinois
US$25.8億 +US$4.87億 4 5.02% 增持
55
BlackRock
BlackRock
New York
US$24.8億 +US$9142萬 12 4.67% 增持
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$23.7億 +US$2077萬 9 6.33% 增持
57
First Eagle Investment Management
First Eagle Investment Management
New York
US$23.7億 +US$1.68億 6 6.87% 增持
58
Charles Schwab
Charles Schwab
California
US$22.4億 +US$9800萬 11 4.56% 增持
59
ValueAct Holdings
ValueAct Holdings
California
US$22.3億 +US$3億 1 20.1% 增持
60
Prudential Financial
Prudential Financial
New Jersey
US$21.7億 +US$1.76億 11 4.61% 增持
61
Winslow Capital Management
Winslow Capital Management
Minnesota
US$21.4億 -US$4.77億 2 6.94% 減碼
62
Russell Frank Company
Russell Frank Company
Washington
US$21億 +US$1251萬 11 3.7% 增持
63
Magellan Asset Management
Magellan Asset Management
Australia
US$20.9億 +US$2.28億 3 22.52% 增持
64
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$20.7億 -US$4888萬 8 5.68% 減碼
65
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$20.5億 +US$10.5億 12 1.49% 增持
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$20.3億 -US$3.37億 9 6.09% 減碼
67
Yacktman Asset Management
Yacktman Asset Management
Texas
US$20億 +US$1.28億 2 8.92% 增持
68
Macquarie Group
Macquarie Group
Australia
US$19.9億 +US$5.62億 11 3.89% 增持
69
VOYA Investment Management
VOYA Investment Management
Georgia
US$19.9億 -US$1.34億 10 4.97% 減碼
70
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$19.7億 +US$1.22億 10 5.61% 增持
71
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$19.3億 -US$6589萬 12 2.82% 減碼
72
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$19.1億 +US$4361萬 8 9.01% 增持
73
UBS
UBS
Switzerland
US$18.9億 +US$1.93億 14 1.94% 增持
74
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$18.8億 -US$4244萬 13 1.44% 減碼
75
ClearBridge Investments
ClearBridge Investments
New York
US$18.7億 -US$2.16億 10 2.61% 減碼