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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
76
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$29.1億 -US$1.14億 3 4.43% 減碼
77
Fred Alger Management
Fred Alger Management
New York
US$29億 +US$9557萬 10 15.32% 增持
78
ValueAct Holdings
ValueAct Holdings
California
US$29億 +US$4.72萬 1 26.3% 增持
79
Lone Pine Capital
Lone Pine Capital
Connecticut
US$27.9億 -US$9.49億 4 12.87% 減碼
80
Winslow Capital Management
Winslow Capital Management
Minnesota
US$27.6億 -US$2.28億 4 11.25% 減碼
81
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$27.2億 +US$4.9億 12 6.99% 增持
82
Neuberger Berman Group
Neuberger Berman Group
New York
US$27.2億 +US$1.73億 10 3.74% 增持
83
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$26.9億 -US$2.93億 11 7.83% 減碼
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$26.8億 -US$2414萬 10 7.05% 減碼
85
Principal Financial Group
Principal Financial Group
Iowa
US$26.4億 +US$2766萬 12 3.68% 增持
86
Boston Partners
Boston Partners
Massachusetts
US$25.5億 -US$3.1億 8 3.68% 減碼
87
Putnam Investments
Putnam Investments
Massachusetts
US$25.5億 +US$6013萬 9 6.21% 增持
88
Lazard Asset Management
Lazard Asset Management
New York
US$25.4億 +US$4.12億 12 5.37% 增持
89
Artisan Partners
Artisan Partners
Wisconsin
US$25.1億 +US$2.45億 7 5.32% 增持
90
Nordea Investment Management
Nordea Investment Management
Sweden
US$24.9億 +US$1.88億 12 6.96% 增持
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$24.8億 -US$9.9億 11 10.18% 減碼
92
Brown Advisory
Brown Advisory
Maryland
US$24.5億 -US$1.14億 11 8.61% 減碼
93
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$24.4億 -US$3.63億 3 22.76% 減碼
94
JSP
Jackson Square Partners
California
US$23.6億 -US$5876萬 3 9.9% 減碼
95
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$22.9億 +US$3.43億 8 8.3% 增持
96
AQR Capital Management
AQR Capital Management
Connecticut
US$22.8億 +US$3278萬 13 4.03% 增持
97
HSBC Holdings
HSBC Holdings
United Kingdom
US$22.6億 +US$1.37億 14 6.21% 增持
98
VOYA Investment Management
VOYA Investment Management
Georgia
US$21.9億 -US$1.09億 14 5.39% 減碼
99
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$21.3億 -US$8702萬 18 2.5% 減碼
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$21.3億 +US$6841萬 14 6.3% 增持