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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
California Public Employees Retirement System
California Public Employees Retirement System
California
US$32.7億 US$0 14 4.51% 維持不變
52
Charles Schwab
Charles Schwab
California
US$31.8億 +US$2.57億 11 4.47% 增持
53
Allianz Asset Management
Allianz Asset Management
Germany
US$31億 +US$1374萬 10 3.54% 增持
54
Credit Suisse
Credit Suisse
Switzerland
US$30.7億 -US$8.11億 13 3.1% 減碼
55
ValueAct Holdings
ValueAct Holdings
California
US$30.6億 +US$4498萬 1 16.91% 增持
56
American Century Companies
American Century Companies
Missouri
US$30.4億 +US$1.04億 10 3.39% 增持
57
OppenheimerFunds
OppenheimerFunds
New York
US$30.3億 +US$1.97億 9 3.39% 增持
58
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.3億 +US$1.71億 3 4.53% 增持
59
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$30億 +US$2.58億 9 5.41% 增持
60
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$29.9億 +US$3.18億 8 8.28% 增持
61
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.6億 +US$4155萬 8 13.38% 增持
62
Fisher Asset Management
Fisher Asset Management
Washington
US$29億 +US$2849萬 5 5.79% 增持
63
BlackRock
BlackRock
New York
US$29億 -US$3875萬 12 4% 減碼
64
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$28.7億 +US$1.41億 5 3.99% 增持
65
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27.2億 +US$9526萬 10 6.3% 增持
66
Neuberger Berman Group
Neuberger Berman Group
New York
US$26.9億 -US$1.98億 10 2.87% 減碼
67
ClearBridge Investments
ClearBridge Investments
New York
US$25.7億 +US$3.41億 10 2.67% 增持
68
Capital International Investors
Capital International Investors
California
US$25.6億 -US$1999萬 5 4.66% 減碼
69
Silver Lake Group
Silver Lake Group
California
US$24.8億 -US$22.5億 1 49.2% 減碼
70
Nordea Investment Management
Nordea Investment Management
Sweden
US$24.2億 +US$2億 11 8.7% 增持
71
Prudential Financial
Prudential Financial
New Jersey
US$24億 -US$7821萬 10 4.17% 減碼
72
Artisan Partners
Artisan Partners
Wisconsin
US$24億 -US$4434萬 7 4.31% 減碼
73
Yacktman Asset Management
Yacktman Asset Management
Texas
US$23.9億 -US$1.5億 2 11% 減碼
74
Winslow Capital Management
Winslow Capital Management
Minnesota
US$23.6億 +US$1.6億 3 7.27% 增持
75
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$23.6億 +US$3044萬 16 1.65% 增持