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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
Sands Capital Management
Sands Capital Management
Virginia
US$75.2億 -US$5.28億 5 21.28% 減碼
52
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$74.1億 +US$3697萬 16 9.72% 增持
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$71.6億 -US$3.64億 13 12.3% 減碼
54
Teachers Advisors
Teachers Advisors
New York
US$71.5億 -US$3240萬 18 8.61% 減碼
55
Fidelity International
Fidelity International
Bermuda
US$68.8億 -US$3126萬 15 10.17% 減碼
56
Principal Financial Group
Principal Financial Group
Iowa
US$61.9億 +US$3383萬 18 5.46% 增持
57
California Public Employees Retirement System
California Public Employees Retirement System
California
US$61.7億 -US$1.74億 20 7.95% 減碼
58
Credit Suisse
Credit Suisse
Switzerland
US$60.9億 +US$2.81億 20 5.45% 增持
59
Magellan Asset Management
Magellan Asset Management
Australia
US$60.2億 +US$9584萬 4 19.7% 增持
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$59.7億 -US$9.9億 20 6.31% 減碼
61
Harris Associates
Harris Associates
Illinois
US$57.6億 -US$1.06億 5 9.06% 減碼
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$55.9億 -US$5.64億 15 10.32% 減碼
63
Prudential Financial
Prudential Financial
New Jersey
US$55.3億 +US$1.28億 18 8.14% 增持
64
Barclays
Barclays
United Kingdom
US$53億 +US$6.97億 24 3.67% 增持
65
Fred Alger Management
Fred Alger Management
New York
US$52.6億 -US$5559萬 12 19.75% 減碼
66
TCI Fund Management
TCI Fund Management
United Kingdom
US$51.5億 -US$1.98億 3 26.95% 減碼
67
Tiger Global Management
Tiger Global Management
New York
US$51.3億 +US$4.72億 6 24.34% 增持
68
Putnam Investments
Putnam Investments
Massachusetts
US$50.6億 -US$1.03億 12 10.92% 減碼
69
Asset Management One
Asset Management One
Japan
US$50.5億 +US$3503萬 12 10.37% 增持
70
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$50.1億 +US$601萬 16 11.13% 增持
71
Lone Pine Capital
Lone Pine Capital
Connecticut
US$49.4億 +US$8.61億 4 25.4% 增持
72
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$49.3億 +US$8582萬 17 9.58% 增持
73
Temasek Holdings
Temasek Holdings
Singapore
US$49.1億 -US$11.5億 2 28.55% 減碼
74
APG Asset Management
APG Asset Management
Netherlands
US$47.6億 +US$3.01億 13 8.33% 增持
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$47.6億 -US$7565萬 8 10.53% 減碼