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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
Stifel Financial
Stifel Financial
Missouri
US$54.6億 +US$5019萬 26 7.45% 增持
102
Aberdeen Group
Aberdeen Group
United Kingdom
US$54.5億 -US$4.15億 18 13.95% 減碼
103
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$54.5億 +US$570萬 6 5.47% 增持
104
Russell Investments Group
Russell Investments Group
United Kingdom
US$54.4億 -US$3.12億 26 9.47% 減碼
105
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$53.3億 -US$2.02億 6 13.59% 減碼
106
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$52.5億 -US$12.7億 3 18.04% 減碼
107
First Eagle Investment Management
First Eagle Investment Management
New York
US$52.3億 +US$6312萬 6 12.81% 增持
108
Victory Capital Management
Victory Capital Management
Texas
US$52.2億 +US$9264萬 26 5.23% 增持
109
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$51.1億 +US$2.49億 24 2.57% 增持
110
Fred Alger Management
Fred Alger Management
New York
US$51億 -US$1.6億 11 16.31% 減碼
111
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$51億 +US$9399萬 17 12.01% 增持
112
Parnassus Investments
Parnassus Investments
California
US$50.7億 +US$3.52億 3 10.28% 增持
113
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$50億 +US$2.36億 22 12.19% 增持
114
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
US$49.1億 +US$1.82億 24 5.56% 增持
115
APG Asset Management
APG Asset Management
Netherlands
US$49億 -US$7.56億 17 9.26% 減碼
116
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$48.8億 +US$4.43億 16 6.94% 增持
117
Artisan Partners
Artisan Partners
Wisconsin
US$48.7億 -US$2.32億 8 6.43% 減碼
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$48億 +US$5313萬 32 4.49% 增持
119
Silver Lake Group
Silver Lake Group
California
US$47.9億 US$0 2 26.35% 維持不變
120
Skye Global Management
Skye Global Management
Florida
US$47.3億 +US$7.47億 3 77.07% 增持
121
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$47.3億 +US$3560萬 3 24.92% 增持
122
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$46.9億 +US$7.47億 20 9.84% 增持
123
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$46.7億 -US$1.49億 22 10.65% 減碼
124
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$46.5億 +US$14.6億 39 0.8% 增持
125
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$46億 +US$3302萬 4 66.38% 增持