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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
1001
Cortland Associates
Cortland Associates
Missouri
US$1.82億 +US$783萬 5 22.98% 增持
1002
Provident Investment Management
Provident Investment Management
Michigan
US$1.81億 +US$1931萬 4 16.5% 增持
1003
Parsons Capital Management
Parsons Capital Management
Rhode Island
US$1.81億 -US$120萬 6 12.33% 減碼
1004
YHB Investment Advisors
YHB Investment Advisors
Connecticut
US$1.81億 -US$122萬 6 15.58% 減碼
1005
Sawgrass Asset Management
Sawgrass Asset Management
Florida
US$1.81億 +US$728萬 6 19.62% 增持
1006
Capital Investment Services of America
Capital Investment Services of America
Wisconsin
US$1.8億 -US$233萬 6 17.34% 減碼
1007
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$1.79億 +US$1747萬 3 8.84% 增持
1008
DFO
Duquesne Family Office
New York
US$1.79億 -US$3.01億 1 6.14% 減碼
1009
Keystone Investors
Keystone Investors
Singapore
US$1.79億 +US$277萬 4 15.06% 增持
1010
Talbot Financial
Talbot Financial
Washington
US$1.78億 -US$317萬 5 23.02% 減碼
1011
UBS O'Connor
UBS O'Connor
Illinois
US$1.78億 +US$1.26億 7 5.02% 增持
1012
Oakmont Corp
Oakmont Corp
California
US$1.78億 +US$2681萬 4 39.14% 增持
1013
Hoey Investments
Hoey Investments
Pennsylvania
US$1.77億 +US$1027萬 9 33.21% 增持
1014
Taurus Asset Management
Taurus Asset Management
New York
US$1.77億 -US$167萬 5 17.98% 減碼
1015
Welch Group
Welch Group
Alabama
US$1.77億 -US$33.3萬 7 8.49% 減碼
1016
Kintegral Advisory
Kintegral Advisory
New York
US$1.76億 -US$677萬 9 16.84% 減碼
1017
Kanawha Capital Management
Kanawha Capital Management
Virginia
US$1.75億 +US$510萬 6 13.74% 增持
1018
Todd Asset Management
Todd Asset Management
Kentucky
US$1.75億 -US$291萬 7 3.64% 減碼
1019
Giverny Capital
Giverny Capital
Quebec, Canada
US$1.75億 +US$321萬 2 7.4% 增持
1020
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
US$1.75億 -US$140萬 6 9.48% 減碼
1021
Albion Financial Group
Albion Financial Group
Utah
US$1.74億 +US$34.9萬 12 13.13% 增持
1022
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
US$1.74億 +US$3676萬 1 7.18% 增持
1023
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
US$1.74億 US$0 3 22.25% 維持不變
1024
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$1.74億 +US$1.55億 6 7.42% 增持
1025
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
US$1.74億 +US$578萬 6 13.41% 增持