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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
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$43.8億 -US$1.28億 11 11.2% 減碼
102
Canada Life
Canada Life
Manitoba, Canada
US$43億 +US$5488萬 22 9.88% 增持
103
Victory Capital Management
Victory Capital Management
Texas
US$42.7億 -US$1.33億 19 5.78% 減碼
104
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$40.7億 -US$5.65億 27 0.98% 減碼
105
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$40.6億 -US$1.54億 8 23.47% 減碼
106
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$40.3億 +US$1.79億 20 11.17% 增持
107
Flossbach Von Storch
Flossbach Von Storch
Germany
US$40.2億 +US$9.8億 6 20.94% 增持
108
Harris Associates
Harris Associates
Illinois
US$38.6億 -US$2.03億 6 9.39% 減碼
109
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$38.4億 US$0 4 5.28% 維持不變
110
Korea Investment Corp
Korea Investment Corp
South Korea
US$38.1億 +US$927萬 13 13.99% 增持
111
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$37.8億 +US$2.71億 5 28.07% 增持
112
Vontobel Asset Management
Vontobel Asset Management
New York
US$37.7億 +US$1.51億 5 25.32% 增持
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$36.2億 -US$1.77億 12 14.67% 減碼
114
Parnassus Investments
Parnassus Investments
California
US$34.6億 -US$6319萬 4 11.97% 減碼
115
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$34.2億 +US$1.45億 14 5.89% 增持
116
Harding Loevner
Harding Loevner
New Jersey
US$34億 +US$5.23億 5 16.29% 增持
117
Stifel Financial
Stifel Financial
Missouri
US$33.9億 -US$7317萬 21 7.79% 減碼
118
Federated Hermes
Federated Hermes
Pennsylvania
US$33.6億 +US$1.66億 22 8.31% 增持
119
First Eagle Investment Management
First Eagle Investment Management
New York
US$33.4億 -US$8169萬 5 10.49% 減碼
120
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$32.8億 -US$2.3億 12 9.24% 減碼
121
Citadel Advisors
Citadel Advisors
Florida
US$32.8億 +US$10.3億 29 1.17% 增持
122
Jackson Square Partners
Jackson Square Partners
California
US$32.8億 -US$5187萬 5 16.44% 減碼
123
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$32.6億 +US$9.6億 23 5.76% 增持
124
Aperio Group
Aperio Group
California
US$32.6億 +US$8044萬 20 12.05% 增持
125
Los Angeles Capital Management
Los Angeles Capital Management
California
US$32.6億 +US$1.58億 12 15.69% 增持