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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
GQG Partners
GQG Partners
Florida
US$37.4億 +US$18.5億 6 25.83% 增持
102
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$36.4億 +US$34.6億 20 9.62% 新
103
Bessemer Group
Bessemer Group
New Jersey
US$36.3億 -US$1.25億 15 11.74% 減碼
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$36億 -US$2.42億 13 8.83% 減碼
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$35.9億 -US$8610萬 17 9% 減碼
106
National Pension Service
National Pension Service
South Korea
US$35.4億 +US$2.49億 11 9.7% 增持
107
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$34.8億 -US$6.56億 22 3.98% 減碼
108
Canada Life
Canada Life
Manitoba, Canada
US$33.9億 +US$7935萬 21 7.38% 增持
109
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$33.4億 -US$3.46億 13 8.12% 減碼
110
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$33.1億 -US$3322萬 13 10.79% 減碼
111
Vontobel Asset Management
Vontobel Asset Management
New York
US$32.7億 +US$1.11億 4 20.77% 增持
112
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$31.7億 -US$5.14億 4 3.98% 減碼
113
First Eagle Investment Management
First Eagle Investment Management
New York
US$31.6億 -US$1.7億 5 8.66% 減碼
114
Lone Pine Capital
Lone Pine Capital
Connecticut
US$30.8億 -US$5.33億 3 16.31% 減碼
115
Stifel Financial
Stifel Financial
Missouri
US$30.3億 +US$4.64億 20 6.31% 增持
116
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$30.1億 -US$737萬 13 11.4% 減碼
117
Korea Investment Corp
Korea Investment Corp
South Korea
US$29.3億 +US$1.78億 12 10.69% 增持
118
Freestone Capital Holdings
Freestone Capital Holdings
Washington
US$29.2億 +US$791萬 12 60.44% 增持
119
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$28.3億 -US$5.78億 4 20.3% 減碼
120
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$28.1億 -US$4.17億 13 27.03% 減碼
121
Generation Investment Management
Generation Investment Management
United Kingdom
US$27.1億 -US$4369萬 5 17.36% 減碼
122
Macquarie Group
Macquarie Group
Australia
US$27.1億 +US$2.09億 18 3.87% 增持
123
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$27億 -US$4878萬 15 4.77% 減碼
124
Federated Hermes
Federated Hermes
Pennsylvania
US$26.5億 +US$4.24億 17 5.91% 增持
125
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$26.1億 +US$1.48億 6 9.05% 增持