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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$27.6億 -US$6963萬 10 16.27% 減碼
102
TD Asset Management
TD Asset Management
Ontario, Canada
US$27.4億 -US$3143萬 13 3.99% 減碼
103
Polen Capital Management
Polen Capital Management
Florida
US$27.4億 +US$3951萬 5 20.36% 增持
104
DZ Bank
DZ Bank
Germany
US$27.3億 +US$1.41億 11 10.48% 增持
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$26.9億 -US$1408萬 12 7.39% 減碼
106
United Services Automobile Association
United Services Automobile Association
Texas
US$26.8億 +US$467萬 18 7.33% 增持
107
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$26.6億 +US$6.08億 4 21.83% 增持
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$26.5億 +US$4.02億 18 3.65% 增持
109
Edgewood Management
Edgewood Management
Connecticut
US$26.3億 +US$3815萬 4 11.43% 增持
110
First Trust Advisors
First Trust Advisors
Illinois
US$25.6億 +US$7812萬 16 6.09% 增持
111
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$24.7億 -US$3994萬 10 9.37% 減碼
112
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$24.6億 -US$17.2億 19 4.37% 減碼
113
Sanders Capital
Sanders Capital
Florida
US$24.6億 +US$4766萬 2 13.36% 增持
114
Coatue Management
Coatue Management
New York
US$24.5億 +US$3.05億 6 19.18% 增持
115
Prudential plc
Prudential plc
United Kingdom
US$24.1億 -US$2483萬 11 7.34% 減碼
116
Viking Global Investors
Viking Global Investors
Connecticut
US$24.1億 -US$4.69億 3 14.81% 減碼
117
Vontobel Asset Management
Vontobel Asset Management
New York
US$24.1億 -US$1.65億 5 17.16% 減碼
118
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$24.1億 +US$1.07億 14 6.19% 增持
119
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$24億 -US$1.49億 2 19.46% 減碼
120
Brown Advisory
Brown Advisory
Maryland
US$24億 -US$4886萬 12 7.58% 減碼
121
Canada Life
Canada Life
Manitoba, Canada
US$22.9億 +US$4670萬 18 5.4% 增持
122
First Pacific Advisors
First Pacific Advisors
California
US$22.9億 +US$2050萬 4 17.09% 增持
123
Macquarie Group
Macquarie Group
Australia
US$22.2億 -US$8271萬 19 3.93% 減碼
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$21.7億 +US$1080萬 12 7.27% 增持
125
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
US$21.6億 +US$1.73億 1 88.23% 增持