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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$33.4億 +US$2298萬 16 6.89% 增持
77
Emerald Acquisition
Emerald Acquisition
Washington
US$31.5億 -US$1.83億 18 6.09% 減碼
78
Lone Pine Capital
Lone Pine Capital
Connecticut
US$31.2億 -US$9535萬 4 13.93% 減碼
79
Winslow Capital Management
Winslow Capital Management
Minnesota
US$30.7億 -US$1.11億 5 12.78% 減碼
80
Putnam Investments
Putnam Investments
Massachusetts
US$30.5億 +US$1.31億 12 7.35% 增持
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$30.5億 -US$1.04億 10 16.19% 減碼
82
Principal Financial Group
Principal Financial Group
Iowa
US$30.2億 +US$3090萬 13 3.98% 增持
83
Neuberger Berman Group
Neuberger Berman Group
New York
US$30億 -US$1998萬 11 4.08% 減碼
84
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$30億 -US$2151萬 11 8.62% 減碼
85
AQR Capital Management
AQR Capital Management
Connecticut
US$29.9億 +US$3.71億 14 4.58% 增持
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$29.4億 +US$2.41億 10 13.86% 增持
87
VOYA Investment Management
VOYA Investment Management
Georgia
US$29.1億 +US$4.16億 15 5.51% 增持
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$28.8億 -US$1.11億 10 7.65% 減碼
89
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$28.8億 -US$1.37億 4 4.38% 減碼
90
Nordea Investment Management
Nordea Investment Management
Sweden
US$28.5億 +US$1.53億 12 7.39% 增持
91
Lazard Asset Management
Lazard Asset Management
New York
US$28.4億 -US$5947萬 12 5.64% 減碼
92
Boston Partners
Boston Partners
Massachusetts
US$27.9億 -US$5550萬 8 3.91% 減碼
93
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$26.7億 -US$2.53億 11 6.63% 減碼
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$26.4億 +US$4921萬 8 9.48% 增持
95
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$25.8億 -US$2.28億 3 22.3% 減碼
96
Brown Advisory
Brown Advisory
Maryland
US$25億 -US$2.18億 12 8.6% 減碼
97
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$24.7億 +US$9395萬 15 6.81% 增持
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$23.9億 +US$5135萬 11 6.58% 增持
99
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$23.9億 +US$411萬 14 8.72% 增持
100
BlackRock Japan
BlackRock Japan
Japan
US$23.4億 +US$6990萬 13 8% 增持