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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
Amazon.com Inc
Amazon.com Inc
Washington
US$1.91億 US$0 1 7.08% 維持不變
1002
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
US$1.9億 -US$1.95億 4 15.83% 減碼
1003
Soma Equity Partners
Soma Equity Partners
California
US$1.9億 -US$1575萬 2 10.49% 減碼
1004
Dock Street Asset Management
Dock Street Asset Management
Florida
US$1.9億 +US$2644萬 5 22.75% 增持
1005
Todd Asset Management
Todd Asset Management
Kentucky
US$1.9億 +US$1315萬 6 4.54% 增持
1006
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
US$1.9億 -US$2130萬 1 4.45% 減碼
1007
Keystone Investors
Keystone Investors
Singapore
US$1.89億 +US$1.1億 4 13.21% 增持
1008
Adell Harriman & Carpenter
Adell Harriman & Carpenter
Texas
US$1.88億 +US$251萬 6 13.11% 增持
1009
Oribel Capital Management
Oribel Capital Management
New York
US$1.88億 +US$7906萬 4 6.42% 增持
1010
Night Owl Capital Management
Night Owl Capital Management
Connecticut
US$1.88億 +US$464萬 4 24.28% 增持
1011
Hoey Investments
Hoey Investments
Pennsylvania
US$1.87億 -US$165萬 8 31.5% 減碼
1012
Van Hulzen Asset Management
Van Hulzen Asset Management
California
US$1.87億 -US$46.1萬 16 13.68% 減碼
1013
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
US$1.87億 +US$1.84億 8 11.05% 新
1014
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
US$1.87億 +US$430萬 8 10.3% 增持
1015
Montag & Associates
Montag & Associates
Georgia
US$1.87億 -US$114萬 14 8.87% 減碼
1016
HS Management Partners
HS Management Partners
New York
US$1.87億 -US$3530萬 3 12.83% 減碼
1017
Rockland Trust
Rockland Trust
Massachusetts
US$1.87億 +US$263萬 7 9.49% 增持
1018
TP
Theleme Partners
United Kingdom
US$1.86億 +US$3887萬 1 12.5% 增持
1019
North Star Asset Management
North Star Asset Management
Wisconsin
US$1.86億 -US$88.6萬 7 8.25% 減碼
1020
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS)
Florida
US$1.86億 -US$79.2萬 6 10.72% 減碼
1021
Baskin Financial Services
Baskin Financial Services
Ontario, Canada
US$1.86億 -US$125萬 4 14.8% 減碼
1022
Grace & Mercy Foundation
Grace & Mercy Foundation
New York
US$1.86億 -US$1236萬 3 41.89% 減碼
1023
YHB Investment Advisors
YHB Investment Advisors
Connecticut
US$1.85億 +US$166萬 6 15.19% 增持
1024
Sonora Investment Management Group
Sonora Investment Management Group
Arizona
US$1.84億 +US$228萬 6 14.1% 增持
1025
Avity Investment Management
Avity Investment Management
Connecticut
US$1.83億 -US$268萬 6 14.37% 減碼