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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
101
MTB
Mizuho Trust & Banking
Japan
US$23.2億 +US$3108萬 10 6.86% 增持
102
TD Asset Management
TD Asset Management
Ontario, Canada
US$23億 -US$1001萬 13 3.99% 減碼
103
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$22.7億 -US$6008萬 15 2.65% 減碼
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$22.7億 -US$1440萬 14 7.07% 減碼
105
Vontobel Asset Management
Vontobel Asset Management
New York
US$22.5億 +US$2.07億 3 17.67% 增持
106
ValueAct Holdings
ValueAct Holdings
California
US$22.2億 -US$10.2億 1 19.36% 減碼
107
JSP
Jackson Square Partners
California
US$22.2億 -US$1.64億 3 9.95% 減碼
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$22.1億 +US$2.64億 19 3.9% 增持
109
Edgewood Management
Edgewood Management
Connecticut
US$21.5億 +US$4734萬 5 14.16% 增持
110
Swedbank
Swedbank
Sweden
US$21.4億 +US$2546萬 6 17.58% 增持
111
Credit Agricole
Credit Agricole
France
US$20.1億 +US$2.41億 14 6.53% 增持
112
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$20億 -US$7426萬 3 19.12% 減碼
113
United Services Automobile Association
United Services Automobile Association
Texas
US$19.6億 -US$1267萬 16 6.64% 減碼
114
Tiger Global Management
Tiger Global Management
New York
US$19.3億 +US$6.21億 4 27.76% 增持
115
William Blair Investment Management
William Blair Investment Management
Illinois
US$18.5億 +US$2.93億 7 7% 增持
116
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$18.5億 -US$3.38億 4 7.71% 減碼
117
Epoch Investment Partners
Epoch Investment Partners
New York
US$18.1億 -US$2094萬 4 6.76% 減碼
118
First Pacific Advisors
First Pacific Advisors
California
US$18億 -US$2.87億 4 14.96% 減碼
119
Barclays
Barclays
United Kingdom
US$18億 -US$1.51億 19 2% 減碼
120
Prudential plc
Prudential plc
United Kingdom
US$17.5億 -US$6368萬 9 6.61% 減碼
121
Canada Life
Canada Life
Manitoba, Canada
US$17.4億 +US$1673萬 15 5.08% 增持
122
Carmignac Gestion
Carmignac Gestion
France
US$17.3億 -US$2.61億 5 12.95% 減碼
123
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$17.2億 -US$9790萬 5 19.54% 減碼
124
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$17.2億 +US$4.07億 19 7.09% 增持
125
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$16.6億 +US$6061萬 14 7.93% 增持