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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$39.6億 -US$9458萬 15 6.38% 減碼
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$39.6億 +US$8.78億 11 8.18% 增持
53
First Eagle Investment Management
First Eagle Investment Management
New York
US$39億 -US$5.38億 8 9.92% 減碼
54
UBS Group
UBS Group
Switzerland
US$38.9億 -US$2.82億 18 2.61% 減碼
55
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.9億 -US$1.62億 7 16.78% 減碼
56
Credit Suisse
Credit Suisse
Switzerland
US$37.8億 +US$1.07億 16 4.55% 增持
57
Capital International Investors
Capital International Investors
California
US$37.8億 -US$6.06億 7 5.79% 減碼
58
Temasek Holdings
Temasek Holdings
Singapore
US$37.6億 US$0 1 29.61% 維持不變
59
Swiss National Bank
Swiss National Bank
Switzerland
US$37.4億 +US$10.5億 13 6.86% 增持
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$37.4億 +US$1.39億 16 3.22% 增持
61
Lone Pine Capital
Lone Pine Capital
Connecticut
US$36.8億 +US$2.37億 4 18.29% 增持
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$36.2億 +US$1.66億 17 2.25% 增持
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.2億 +US$5011萬 13 7.9% 增持
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$34.9億 -US$4.17億 11 13.02% 減碼
65
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$34.6億 +US$2.17億 15 5.6% 增持
66
Fidelity International
Fidelity International
Bermuda
US$34.5億 +US$2.91億 11 10.68% 增持
67
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$33億 US$0 4 5.19% 維持不變
68
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$32.6億 +US$1.18億 13 1.95% 增持
69
Prudential Financial
Prudential Financial
New Jersey
US$32.4億 -US$1.31億 12 5.8% 減碼
70
ClearBridge Investments
ClearBridge Investments
New York
US$32.4億 +US$1.18億 12 3.87% 增持
71
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$31.9億 -US$419萬 11 16.45% 減碼
72
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$31.3億 -US$1.08億 4 4.79% 減碼
73
ValueAct Holdings
ValueAct Holdings
California
US$31.3億 US$0 1 31.21% 維持不變
74
BlackRock
BlackRock
New York
US$30.9億 -US$5.55億 16 4.97% 減碼
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$30.7億 +US$3.64億 14 6.56% 增持