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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
Victory Capital Management
Victory Capital Management
Texas
US$49.5億 -US$1.02億 23 5.52% 減碼
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$48.4億 -US$1.32億 11 10.55% 減碼
103
Harris Associates
Harris Associates
Illinois
US$47.2億 +US$1.94億 6 9.13% 增持
104
VOYA Investment Management
VOYA Investment Management
Georgia
US$47.2億 -US$5.52億 25 9.56% 減碼
105
GQG Partners
GQG Partners
Florida
US$47.1億 -US$20.4億 5 16.14% 減碼
106
Viking Global Investors
Viking Global Investors
Connecticut
US$45.5億 +US$12.6億 4 12.51% 增持
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$45.2億 -US$1.4億 23 10.47% 減碼
108
Flossbach Von Storch
Flossbach Von Storch
Germany
US$44.8億 +US$6.92億 6 18.33% 增持
109
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$43.7億 +US$2.21億 29 0.71% 增持
110
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$43.7億 US$0 4 5.01% 維持不變
111
Korea Investment Corp
Korea Investment Corp
South Korea
US$43.5億 +US$1.24億 16 13.08% 增持
112
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$43.4億 +US$1.71億 12 11.65% 增持
113
Edgewood Management
Edgewood Management
Connecticut
US$42.2億 -US$14.7億 3 8.37% 減碼
114
Stifel Financial
Stifel Financial
Missouri
US$40.9億 +US$1.3億 25 7.3% 增持
115
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$40.9億 -US$2281萬 7 12.57% 減碼
116
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$40.4億 -US$2.69億 23 5.27% 減碼
117
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$39.3億 +US$7.77億 14 8.34% 增持
118
Los Angeles Capital Management
Los Angeles Capital Management
California
US$38.7億 -US$1.38億 16 16.52% 減碼
119
Aperio Group
Aperio Group
California
US$38.5億 +US$653萬 23 11.41% 增持
120
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$38.3億 -US$1.06億 12 13.65% 減碼
121
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$38.2億 +US$2.87億 12 8.94% 增持
122
Soroban Capital Partners
Soroban Capital Partners
New York
US$37.8億 +US$12.7億 5 28.68% 增持
123
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.2億 -US$1.63億 8 17.93% 減碼
124
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$37億 +US$1.04億 15 9.73% 增持
125
Parnassus Investments
Parnassus Investments
California
US$36.8億 +US$4438萬 3 9.99% 增持