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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
Polen Capital Management
Polen Capital Management
Florida
US$78.8億 -US$4.39億 4 22.99% 減碼
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$76.5億 -US$9944萬 29 10.48% 減碼
53
VOYA Investment Management
VOYA Investment Management
Georgia
US$75.2億 -US$4.41億 29 8.7% 減碼
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$73.3億 +US$3億 26 9.86% 增持
55
ClearBridge Investments
ClearBridge Investments
New York
US$71.7億 -US$8.52億 11 7.08% 減碼
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$71.6億 +US$7.19億 27 4.51% 增持
57
Nordea Investment Management
Nordea Investment Management
Sweden
US$70.7億 +US$6983萬 21 11.01% 增持
58
Neuberger Berman Group
Neuberger Berman Group
New York
US$69.2億 +US$2.92億 22 6.79% 增持
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$67億 +US$8163萬 28 10.53% 增持
60
Harris Associates
Harris Associates
Illinois
US$66.4億 +US$11.7億 5 13.53% 增持
61
TD Asset Management
TD Asset Management
Ontario, Canada
US$66.4億 -US$7.97億 17 8.19% 減碼
62
Swedbank
Swedbank
Sweden
US$64.6億 +US$2.67億 17 14.21% 增持
63
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$64億 -US$11.4億 5 4.91% 減碼
64
Lazard Asset Management
Lazard Asset Management
New York
US$63億 +US$2.82億 24 8.68% 增持
65
Fidelity International
Fidelity International
Bermuda
US$60.2億 -US$2339萬 16 7.23% 減碼
66
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$59億 -US$4.85億 18 9.36% 減碼
67
Putnam Investments
Putnam Investments
Massachusetts
US$57.2億 -US$3499萬 12 9.98% 減碼
68
DZ Bank
DZ Bank
Germany
US$56.4億 -US$1.07億 18 9.55% 減碼
69
National Pension Service
National Pension Service
South Korea
US$55.7億 +US$8453萬 14 10.97% 增持
70
Prudential Financial
Prudential Financial
New Jersey
US$54.6億 -US$1.98億 25 9.19% 減碼
71
Raymond James & Associates
Raymond James & Associates
Florida
US$54.1億 +US$4022萬 30 4.96% 增持
72
Sanders Capital
Sanders Capital
Florida
US$52.7億 -US$6859萬 2 13.81% 減碼
73
Brown Advisory
Brown Advisory
Maryland
US$52.5億 -US$7678萬 16 9.76% 減碼
74
Silver Lake Group
Silver Lake Group
California
US$51.6億 US$0 2 40.83% 維持不變
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$48.9億 +US$2049萬 3 28.95% 增持