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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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$48.1億 +US$15.7億 14 14.72% 增持
102
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$47.7億 +US$11億 23 6.83% 增持
103
Canada Life
Canada Life
Manitoba, Canada
US$47.1億 -US$298萬 22 10.22% 減碼
104
Victory Capital Management
Victory Capital Management
Texas
US$46.8億 +US$53.2萬 22 6% 增持
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$46.1億 -US$6516萬 11 11.55% 減碼
106
SC US (TTGP)
SC US (TTGP)
California
US$43.8億 +US$41.6億 1 42.24% 新
107
Vontobel Asset Management
Vontobel Asset Management
New York
US$43.5億 -US$1.05億 5 26.11% 減碼
108
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$43.4億 +US$939萬 23 10.82% 增持
109
Nomura Holdings
Nomura Holdings
Japan
US$41.7億 +US$27.1億 19 9.13% 增持
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$40.4億 -US$5.08億 29 0.77% 減碼
111
Temasek Holdings
Temasek Holdings
Singapore
US$40.3億 +US$3.23億 4 20.46% 增持
112
Korea Investment Corp
Korea Investment Corp
South Korea
US$39.9億 -US$1.58億 13 14.08% 減碼
113
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$39.8億 US$0 4 5.08% 維持不變
114
Harris Associates
Harris Associates
Illinois
US$38.6億 -US$1.93億 6 9.4% 減碼
115
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$38億 -US$21億 6 13.73% 減碼
116
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$37.9億 +US$8.01億 10 11.25% 增持
117
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.6億 -US$8.55億 8 20.92% 減碼
118
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$37.4億 +US$1.77億 12 9.97% 增持
119
Los Angeles Capital Management
Los Angeles Capital Management
California
US$37.3億 +US$2.3億 13 17.15% 增持
120
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$37.1億 +US$3720萬 21 5.8% 增持
121
Stifel Financial
Stifel Financial
Missouri
US$36.6億 +US$4079萬 23 7.54% 增持
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$36.4億 -US$2.23億 12 14.38% 減碼
123
Aperio Group
Aperio Group
California
US$36億 +US$8656萬 20 12.16% 增持
124
Federated Hermes
Federated Hermes
Pennsylvania
US$35.7億 -US$4.09億 19 8.36% 減碼
125
First Eagle Investment Management
First Eagle Investment Management
New York
US$34.7億 -US$7679萬 5 10.41% 減碼