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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
ValueAct Holdings
ValueAct Holdings
California
US$34.4億 +US$3.69萬 1 23.07% 增持
52
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$33.6億 -US$1457萬 4 4.98% 減碼
53
Neuberger Berman Group
Neuberger Berman Group
New York
US$33.6億 -US$4.33億 10 3.45% 減碼
54
Managed Account Advisors
Managed Account Advisors
New Jersey
US$33.4億 -US$2058萬 13 3.73% 減碼
55
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$33億 -US$4324萬 3 4.51% 減碼
56
UBS
UBS
Switzerland
US$32.1億 +US$4.51億 16 2.37% 增持
57
HSBC Holdings
HSBC Holdings
United Kingdom
US$31.7億 +US$6745萬 12 6.63% 增持
58
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$31億 +US$9.7億 6 4.29% 增持
59
BlackRock
BlackRock
New York
US$30.6億 +US$5216萬 12 4.48% 增持
60
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$30.5億 +US$6.19億 8 12.29% 增持
61
Charles Schwab
Charles Schwab
California
US$29.5億 +US$1.02億 11 4.85% 增持
62
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$29.2億 -US$3207萬 9 5.86% 減碼
63
Fisher Asset Management
Fisher Asset Management
Washington
US$28.5億 -US$1456萬 5 6.09% 減碼
64
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27億 -US$1.49億 10 6.58% 減碼
65
Prudential Financial
Prudential Financial
New Jersey
US$25.7億 -US$2.2億 9 4.83% 減碼
66
Magellan Asset Management
Magellan Asset Management
Australia
US$25.3億 -US$4970萬 3 19.93% 減碼
67
Yacktman Asset Management
Yacktman Asset Management
Texas
US$24.9億 -US$7977萬 2 10.41% 減碼
68
Artisan Partners
Artisan Partners
Wisconsin
US$24億 +US$392萬 7 4.29% 增持
69
Russell Frank Company
Russell Frank Company
Washington
US$24億 -US$2611萬 11 4.27% 減碼
70
VOYA Investment Management
VOYA Investment Management
Georgia
US$23.5億 +US$4.19億 10 5.33% 增持
71
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$23.5億 +US$1.53億 12 2.66% 增持
72
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$23.1億 +US$2915萬 8 6.05% 增持
73
APG Asset Management
APG Asset Management
Netherlands
US$23億 +US$2.98億 9 4.64% 增持
74
Putnam Investments
Putnam Investments
Massachusetts
US$22.9億 +US$4.49億 12 4.85% 增持
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$22.8億 +US$1.93億 15 1.56% 增持