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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
First Trust Advisors
First Trust Advisors
Illinois
US$35億 -US$1億 19 7.92% 減碼
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$34.9億 +US$1211萬 11 10.41% 增持
103
National Pension Service
National Pension Service
South Korea
US$34.3億 +US$3702萬 11 11.6% 增持
104
Canada Life
Canada Life
Manitoba, Canada
US$33.9億 +US$1.71億 22 9.07% 增持
105
Harris Associates
Harris Associates
Illinois
US$33.6億 -US$4.04億 6 9.31% 減碼
106
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$33.6億 -US$4.92億 8 22.76% 減碼
107
Victory Capital Management
Victory Capital Management
Texas
US$33.4億 -US$2.01億 25 5.6% 減碼
108
Lone Pine Capital
Lone Pine Capital
Connecticut
US$33億 +US$2.91億 3 19.6% 增持
109
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$31.1億 -US$1.39億 14 13.33% 減碼
110
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$30.2億 US$0 4 4.8% 維持不變
111
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$29.7億 -US$5.13億 17 9.9% 減碼
112
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$29.7億 -US$4091萬 13 9.36% 減碼
113
Korea Investment Corp
Korea Investment Corp
South Korea
US$29.6億 +US$1.48億 14 13% 增持
114
Vontobel Asset Management
Vontobel Asset Management
New York
US$29.5億 -US$2.35億 4 22.26% 減碼
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$29.5億 +US$4446萬 12 13.71% 增持
116
Freestone Capital Holdings
Freestone Capital Holdings
Washington
US$29.2億 +US$972萬 12 63.24% 增持
117
First Eagle Investment Management
First Eagle Investment Management
New York
US$29.2億 +US$7999萬 5 10.6% 增持
118
Viking Global Investors
Viking Global Investors
Connecticut
US$28.5億 +US$8.41億 3 14.85% 增持
119
Parnassus Investments
Parnassus Investments
California
US$27.2億 +US$8.02億 4 11.3% 增持
120
Stifel Financial
Stifel Financial
Missouri
US$27.1億 -US$1.68億 20 7.49% 減碼
121
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$27.1億 +US$5457萬 5 27.96% 增持
122
Federated Hermes
Federated Hermes
Pennsylvania
US$26億 +US$1.42億 18 7.64% 增持
123
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$25.7億 +US$8059萬 15 5.5% 增持
124
Macquarie Group
Macquarie Group
Australia
US$24.7億 -US$6720萬 19 5.08% 減碼
125
Aperio Group
Aperio Group
California
US$24.6億 +US$1.52億 19 10.89% 增持