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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
Temasek Holdings
Temasek Holdings
Singapore
US$51.3億 US$0 2 33.06% 維持不變
52
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$49.4億 -US$1.84億 20 6.03% 減碼
53
Magellan Asset Management
Magellan Asset Management
Australia
US$47億 +US$7563萬 4 19.72% 增持
54
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$46.5億 -US$2854萬 13 8.99% 減碼
55
First Eagle Investment Management
First Eagle Investment Management
New York
US$46.3億 -US$1842萬 7 11.1% 減碼
56
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$45.6億 -US$2.39億 21 4.37% 減碼
57
Credit Suisse
Credit Suisse
Switzerland
US$44.7億 -US$7.15億 20 4.35% 減碼
58
California Public Employees Retirement System
California Public Employees Retirement System
California
US$44.6億 +US$1.29億 16 7.14% 增持
59
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$44.6億 +US$9.4億 20 5.34% 增持
60
Gates Foundation Trust
Gates Foundation Trust
Washington
US$44.1億 +US$43.9億 1 19.1% 新
61
Teachers Advisors
Teachers Advisors
New York
US$43.9億 +US$2.01億 18 6.15% 增持
62
Prudential Financial
Prudential Financial
New Jersey
US$43.5億 +US$1.79億 13 6.48% 增持
63
Fidelity International
Fidelity International
Bermuda
US$42.3億 -US$3.87億 13 12.21% 減碼
64
AQR Capital Management
AQR Capital Management
Connecticut
US$41.3億 +US$3.31億 14 5.47% 增持
65
Principal Financial Group
Principal Financial Group
Iowa
US$40.7億 +US$3.88億 15 4.07% 增持
66
Boston Partners
Boston Partners
Massachusetts
US$40.2億 +US$4.23億 8 5.11% 增持
67
Artisan Partners
Artisan Partners
Wisconsin
US$39.6億 -US$2.14億 7 7.43% 減碼
68
Russell Investments Group
Russell Investments Group
United Kingdom
US$38.4億 -US$6702萬 18 6.83% 減碼
69
Capital International Investors
Capital International Investors
California
US$38.4億 -US$5.56億 10 5.13% 減碼
70
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$38.3億 +US$1.46億 7 8.44% 增持
71
Fred Alger Management
Fred Alger Management
New York
US$38.2億 +US$1.59億 11 18.26% 增持
72
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38億 -US$2.79億 8 16.62% 減碼
73
Putnam Investments
Putnam Investments
Massachusetts
US$37.9億 +US$3.2億 11 8.86% 增持
74
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$37.8億 +US$5.18億 15 8.63% 增持
75
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$37.7億 +US$2.44億 5 5.2% 增持