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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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$32.1億 -US$3.28億 7 7.03% 減碼
77
APG Asset Management
APG Asset Management
Netherlands
US$32億 -US$1.99億 12 6.02% 減碼
78
Principal Financial Group
Principal Financial Group
Iowa
US$30.9億 +US$1.08億 14 3.92% 增持
79
Lone Pine Capital
Lone Pine Capital
Connecticut
US$30.7億 +US$1.12億 4 16.01% 增持
80
VOYA Investment Management
VOYA Investment Management
Georgia
US$30.4億 +US$1.43億 15 7.26% 增持
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.9億 -US$7578萬 11 16.35% 減碼
82
Russell Investments Group
Russell Investments Group
United Kingdom
US$29.5億 +US$29.4億 18 5.75% 新
83
Neuberger Berman Group
Neuberger Berman Group
New York
US$29億 -US$6369萬 11 3.89% 減碼
84
Putnam Investments
Putnam Investments
Massachusetts
US$28.8億 -US$1.24億 10 6.96% 減碼
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$28.7億 -US$7908萬 11 8.08% 減碼
86
Nordea Investment Management
Nordea Investment Management
Sweden
US$28.6億 +US$2162萬 12 7.57% 增持
87
Boston Partners
Boston Partners
Massachusetts
US$28.6億 +US$4121萬 8 3.76% 增持
88
Asset Management One
Asset Management One
Japan
US$28.6億 +US$25.5億 11 7.3% 增持
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$28.4億 -US$4876萬 10 7.4% 減碼
90
Lazard Asset Management
Lazard Asset Management
New York
US$28.1億 -US$2171萬 12 5.73% 減碼
91
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$28億 -US$1.49億 4 4.2% 減碼
92
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$27.5億 +US$9891萬 9 9.67% 增持
93
Winslow Capital Management
Winslow Capital Management
Minnesota
US$26.8億 -US$2.43億 5 12.35% 減碼
94
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$26.1億 -US$9625萬 11 6.59% 減碼
95
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$25.8億 -US$3.76億 9 13.92% 減碼
96
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$25.5億 +US$7469萬 17 6.46% 增持
97
ValueAct Holdings
ValueAct Holdings
California
US$24億 +US$10.9萬 1 19.71% 增持
98
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$23.9億 +US$5.05億 4 9.64% 增持
99
Swedbank
Swedbank
Sweden
US$23.6億 +US$2.47億 6 18.63% 增持
100
Brown Advisory
Brown Advisory
Maryland
US$23.5億 -US$1.68億 12 8.38% 減碼