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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
Magellan Asset Management
Magellan Asset Management
Australia
US$41.8億 +US$1.62億 5 23.47% 增持
52
Allianz Asset Management
Allianz Asset Management
Germany
US$41.5億 -US$1.62億 11 4.42% 減碼
53
Credit Suisse
Credit Suisse
Switzerland
US$41.2億 +US$3.91億 17 4.56% 增持
54
UBS Group
UBS Group
Switzerland
US$38.2億 +US$7553萬 19 2.4% 增持
55
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$38.2億 +US$2.44億 17 2.27% 增持
56
California Public Employees Retirement System
California Public Employees Retirement System
California
US$38億 -US$1.13億 15 6.15% 減碼
57
First Eagle Investment Management
First Eagle Investment Management
New York
US$37.5億 -US$1200萬 8 9.56% 減碼
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$37.2億 -US$5673萬 18 5.71% 減碼
59
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$36.2億 -US$3.32億 6 15.95% 減碼
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.8億 +US$5494萬 12 7.85% 增持
61
Capital International Investors
Capital International Investors
California
US$34.4億 -US$2.64億 8 5.04% 減碼
62
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$34.3億 +US$350萬 15 5.42% 增持
63
Fidelity International
Fidelity International
Bermuda
US$33.7億 -US$4339萬 11 10.75% 減碼
64
BlackRock
BlackRock
New York
US$33.4億 +US$2.82億 17 5.02% 增持
65
ClearBridge Investments
ClearBridge Investments
New York
US$33.2億 +US$1.57億 12 3.93% 增持
66
Prudential Financial
Prudential Financial
New Jersey
US$33億 +US$1.02億 12 5.55% 增持
67
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$32.6億 -US$9.27億 7 6.88% 減碼
68
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$32.5億 US$0 4 4.89% 維持不變
69
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$32.4億 +US$822萬 13 1.86% 增持
70
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$32.1億 +US$3.92億 16 3.67% 增持
71
APG Asset Management
APG Asset Management
Netherlands
US$30.8億 +US$3.25億 12 5.8% 增持
72
Emerald Acquisition
Emerald Acquisition
Washington
US$29.9億 +US$29.9億 16 5.19% 新
73
Teachers Advisors
Teachers Advisors
New York
US$29.7億 +US$9200萬 17 5.18% 增持
74
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.7億 -US$8076萬 11 15.42% 減碼
75
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$29.6億 -US$7159萬 15 6.38% 減碼