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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
1201
Dragoneer Investment Group
Dragoneer Investment Group
California
US$2791萬 -US$482萬 1 6.6% 減碼
1202
Van Cleef Asset Management
Van Cleef Asset Management
Ohio
US$2786萬 -US$14.4萬 5 8.9% 減碼
1203
Albion Financial Group
Albion Financial Group
Utah
US$2785萬 +US$18.7萬 5 4.61% 增持
1204
Goelzer Investment Management
Goelzer Investment Management
Indiana
US$2783萬 +US$183萬 6 3.61% 增持
1205
BCM
Barometer Capital Management
Ontario, Canada
US$2776萬 -US$730萬 3 3.11% 減碼
1206
Lebenthal Asset Management
Lebenthal Asset Management
New York
US$2773萬 +US$16.4萬 7 3.56% 增持
1207
WCP
Welch Capital Partners
New York
US$2769萬 +US$112萬 3 9.36% 增持
1208
CDH
Charles D. Hyman
US$2768萬 +US$212萬 6 3.9% 增持
1209
ETrade Capital Management
ETrade Capital Management
Virginia
US$2766萬 +US$375萬 9 1.26% 增持
1210
CC
Cornerstone Capital
California
US$2760萬 -US$35.2萬 3 5.9% 減碼
1211
Alerus Financial
Alerus Financial
North Dakota
US$2756萬 -US$61.2萬 4 4.45% 減碼
1212
Murphy Capital Management
Murphy Capital Management
New Jersey
US$2750萬 +US$26.4萬 6 4.34% 增持
1213
ARK Investment Management
ARK Investment Management
Florida
US$2750萬 +US$2860萬 6 10% 新
1214
First National Trust
First National Trust
Pennsylvania
US$2740萬 -US$119萬 6 3.86% 減碼
1215
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
US$2737萬 -US$1696萬 3 5.83% 減碼
1216
Ensemble Capital Management
Ensemble Capital Management
California
US$2732萬 -US$35.1萬 2 6.74% 減碼
1217
HSA
Hussman Strategic Advisors
Maryland
US$2725萬 +US$1711萬 5 5.42% 增持
1218
Community Bank
Community Bank
New York
US$2721萬 -US$25.6萬 6 5.97% 減碼
1219
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
US$2716萬 -US$224萬 3 0.93% 減碼
1220
Parkwood LLC
Parkwood LLC
Ohio
US$2715萬 +US$702萬 4 4.16% 增持
1221
KPF
K2 Principal Fund
Ontario, Canada
US$2714萬 +US$769萬 3 2.56% 增持
1222
SeaBridge Investment Advisors
SeaBridge Investment Advisors
New Jersey
US$2713萬 +US$339萬 5 6.52% 增持
1223
Pitcairn
Pitcairn
Pennsylvania
US$2707萬 -US$189萬 9 3.35% 減碼
1224
Bridges Investment Management
Bridges Investment Management
Nebraska
US$2704萬 +US$156萬 5 3.83% 增持
1225
Callahan Advisors
Callahan Advisors
Texas
US$2700萬 +US$40.3萬 6 6.51% 增持