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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
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$41.3億 +US$1.8億 25 2.31% 增持
102
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$40.7億 +US$8.88億 24 6.36% 增持
103
Parnassus Investments
Parnassus Investments
California
US$40.5億 -US$6833萬 2 9.68% 減碼
104
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$39.7億 -US$2.83億 27 10.38% 減碼
105
Generation Investment Management
Generation Investment Management
United Kingdom
US$39.5億 +US$11.3億 6 21.51% 增持
106
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$39.1億 +US$7658萬 23 11.38% 增持
107
ProShare Advisors
ProShare Advisors
Maryland
US$38.9億 -US$19.5億 24 12.9% 減碼
108
First Eagle Investment Management
First Eagle Investment Management
New York
US$38.5億 -US$5.28億 5 10.86% 減碼
109
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$37.6億 +US$2.39億 21 9.62% 增持
110
Artisan Partners
Artisan Partners
Wisconsin
US$37.6億 -US$1.08億 8 6.35% 減碼
111
Magellan Asset Management
Magellan Asset Management
Australia
US$37.4億 -US$7.8億 5 20.4% 減碼
112
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$37.1億 +US$5.12億 27 9.43% 增持
113
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$37億 -US$3.51億 17 11.5% 減碼
114
Winslow Capital Management
Winslow Capital Management
Minnesota
US$36.9億 -US$13.4億 4 19.74% 減碼
115
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$36.9億 -US$2.21億 14 6.46% 減碼
116
GQG Partners
GQG Partners
Florida
US$36.4億 +US$16.5億 3 8.92% 增持
117
Skye Global Management
Skye Global Management
Florida
US$35.6億 +US$1.03億 3 76.97% 增持
118
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$34.6億 -US$8074萬 32 4.06% 減碼
119
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$34.1億 -US$9.32億 5 10.14% 減碼
120
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
US$34.1億 -US$3.96億 22 4.74% 減碼
121
Fred Alger Management
Fred Alger Management
New York
US$34億 -US$6億 9 15.88% 減碼
122
APG Asset Management
APG Asset Management
Netherlands
US$33.9億 -US$6.36億 16 7.95% 減碼
123
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$33.9億 -US$14.5億 18 12.58% 減碼
124
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$33.9億 -US$6824萬 14 9.34% 減碼
125
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$33.4億 +US$263萬 3 14.72% 增持