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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
UBS Group
UBS Group
Switzerland
US$42.3億 +US$2.61億 17 2.75% 增持
52
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$42億 -US$4.26億 7 17.53% 減碼
53
Viking Global Investors
Viking Global Investors
Connecticut
US$41.8億 -US$7.8億 4 15.76% 減碼
54
Magellan Asset Management
Magellan Asset Management
Australia
US$41.5億 -US$3.6億 5 23.21% 減碼
55
California Public Employees Retirement System
California Public Employees Retirement System
California
US$40.8億 +US$12.9億 16 6.44% 增持
56
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$40億 -US$19.9億 10 14.38% 減碼
57
Temasek Holdings
Temasek Holdings
Singapore
US$38.6億 -US$4306萬 1 29.34% 減碼
58
BlackRock
BlackRock
New York
US$37.2億 +US$6512萬 16 5.45% 增持
59
Credit Suisse
Credit Suisse
Switzerland
US$37億 +US$14.5億 17 4.25% 增持
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$36.7億 -US$2.6億 14 3.49% 減碼
61
Lone Pine Capital
Lone Pine Capital
Connecticut
US$36.3億 +US$8.67億 4 15.52% 增持
62
Winslow Capital Management
Winslow Capital Management
Minnesota
US$35.3億 +US$1.91億 5 12.62% 增持
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.2億 +US$2950萬 13 8.04% 增持
64
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$35.1億 +US$2.46億 18 2.31% 增持
65
Prudential Financial
Prudential Financial
New Jersey
US$34.2億 +US$2.94億 12 6.18% 增持
66
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$32.4億 +US$2.35億 15 5.53% 增持
67
Russell Frank Company
Russell Frank Company
Washington
US$31.6億 +US$1.35億 16 5.53% 增持
68
ClearBridge Investments
ClearBridge Investments
New York
US$31.4億 -US$9851萬 13 3.64% 減碼
69
ValueAct Holdings
ValueAct Holdings
California
US$31.4億 -US$9.8億 1 21.75% 減碼
70
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$31.1億 +US$4.91億 13 1.94% 增持
71
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$30.9億 -US$5.29億 10 16.29% 減碼
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$30.9億 +US$9.6億 15 3.69% 增持
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.9億 +US$7501萬 4 5% 增持
74
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$30.8億 -US$1.05億 4 4.59% 減碼
75
Fred Alger Management
Fred Alger Management
New York
US$30.8億 +US$6.25億 9 14.96% 增持