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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
Barclays
Barclays
United Kingdom
US$23億 +US$4.92億 22 2.5% 增持
102
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$22.5億 +US$3.62億 8 11.11% 增持
103
JSP
Jackson Square Partners
California
US$21.6億 -US$6052萬 3 10.61% 減碼
104
Macquarie Group
Macquarie Group
Australia
US$21.2億 +US$6.67億 15 3.86% 增持
105
United Services Automobile Association
United Services Automobile Association
Texas
US$21億 -US$2028萬 17 6.64% 減碼
106
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$20.5億 +US$6039萬 5 18.54% 增持
107
Tiger Global Management
Tiger Global Management
New York
US$20.4億 -US$2.16億 6 20.47% 減碼
108
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$20.2億 -US$1.26億 3 18.09% 減碼
109
William Blair Investment Management
William Blair Investment Management
Illinois
US$20.2億 +US$6315萬 7 7.61% 增持
110
Prudential plc
Prudential plc
United Kingdom
US$20.1億 -US$3038萬 9 6.74% 減碼
111
Vontobel Asset Management
Vontobel Asset Management
New York
US$19.7億 -US$2.11億 3 16.82% 減碼
112
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$19.6億 +US$2211萬 10 8.19% 增持
113
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$19.6億 -US$4.62億 19 3.44% 減碼
114
First Pacific Advisors
First Pacific Advisors
California
US$19.5億 -US$6709萬 4 15.62% 減碼
115
Edgewood Management
Edgewood Management
Connecticut
US$19.4億 +US$7154萬 4 10.81% 增持
116
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$19.3億 +US$5225萬 15 8.04% 增持
117
Credit Agricole
Credit Agricole
France
US$19.3億 -US$2.75億 15 5.89% 減碼
118
Bessemer Group
Bessemer Group
New Jersey
US$18.8億 +US$3.51億 13 7.84% 增持
119
Canada Life
Canada Life
Manitoba, Canada
US$18.8億 +US$2236萬 15 5.08% 增持
120
Sanders Capital
Sanders Capital
Florida
US$18.2億 +US$2.8億 2 12.09% 增持
121
First Trust Advisors
First Trust Advisors
Illinois
US$18億 +US$4443萬 13 4.98% 增持
122
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$17.8億 +US$1.53億 12 6.86% 增持
123
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$17.4億 +US$2.03億 12 5.66% 增持
124
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$17億 +US$4535萬 10 8.34% 增持
125
Polen Capital Management
Polen Capital Management
Florida
US$16.9億 +US$1.2億 4 15.75% 增持