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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$32.4億 +US$8.15億 3 4.36% 增持
52
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$32.3億 +US$1428萬 4 4.83% 增持
53
Credit Suisse
Credit Suisse
Switzerland
US$31.8億 +US$8.92億 12 2.6% 增持
54
ValueAct Holdings
ValueAct Holdings
California
US$31億 +US$1.19億 1 22.88% 增持
55
HSBC Holdings
HSBC Holdings
United Kingdom
US$29.9億 +US$1.5億 11 6.46% 增持
56
BlackRock
BlackRock
New York
US$28.9億 -US$5380萬 11 4.3% 減碼
57
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$28.6億 +US$6.53億 9 5.86% 增持
58
Fisher Asset Management
Fisher Asset Management
Washington
US$28.1億 -US$4.2億 5 5.91% 減碼
59
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27.6億 +US$22.9萬 9 6.38% 增持
60
Charles Schwab
Charles Schwab
California
US$27.4億 +US$4434萬 11 4.6% 增持
61
Prudential Financial
Prudential Financial
New Jersey
US$27億 +US$2043萬 11 4.76% 增持
62
UBS
UBS
Switzerland
US$26.3億 -US$3.87億 14 2.06% 減碼
63
Magellan Asset Management
Magellan Asset Management
Australia
US$25.1億 -US$2.7億 3 18.91% 減碼
64
Yacktman Asset Management
Yacktman Asset Management
Texas
US$25億 -US$264萬 2 10.15% 減碼
65
Russell Frank Company
Russell Frank Company
Washington
US$24.3億 -US$9013萬 10 4.24% 減碼
66
Winslow Capital Management
Winslow Capital Management
Minnesota
US$23.8億 -US$2.54億 3 7.24% 減碼
67
Artisan Partners
Artisan Partners
Wisconsin
US$23.7億 +US$1.61億 6 4.09% 增持
68
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$23.5億 +US$2478萬 8 9.52% 增持
69
JSP
Jackson Square Partners
California
US$23億 +US$22.2億 3 8.98% 新
70
ClearBridge Investments
ClearBridge Investments
New York
US$22.3億 -US$1.32億 9 2.51% 減碼
71
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$22億 -US$7845萬 8 5.72% 減碼
72
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$21.2億 +US$1.14億 9 5.81% 增持
73
Capital International Investors
Capital International Investors
California
US$21億 -US$1.94億 5 5.42% 減碼
74
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$20.9億 +US$2374萬 11 5.25% 增持
75
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
US$20.8億 +US$8.38億 8 4.34% 增持