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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
126
Highfields Capital Management
Highfields Capital Management
Massachusetts
US$12.1億 +US$2.06億 4 10.63% 增持
127
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$11.9億 +US$2.39億 8 6.24% 增持
128
Millennium Management
Millennium Management
New York
US$11.5億 +US$6.63億 12 2.23% 增持
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$11.2億 +US$4374萬 8 7% 增持
130
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$11.2億 +US$4070萬 2 14.2% 增持
131
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$11億 +US$1244萬 10 5.78% 增持
132
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$10.9億 +US$9789萬 2 10.61% 增持
133
Coatue Management
Coatue Management
New York
US$10.8億 -US$2.73億 5 12.17% 減碼
134
Macquarie Group
Macquarie Group
Australia
US$10.7億 +US$6849萬 12 2.3% 增持
135
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$10.4億 -US$5243萬 5 5.58% 減碼
136
General Electric
General Electric
Ohio
US$10.3億 -US$331萬 8 2.44% 減碼
137
Generation Investment Management
Generation Investment Management
United Kingdom
US$10.2億 -US$1.81億 2 14.77% 減碼
138
AWM
Ashmore Wealth Management
Delaware
US$10.1億 +US$1144萬 4 22.79% 增持
139
Canada Life
Canada Life
Manitoba, Canada
US$9.8億 +US$3221萬 10 3.85% 增持
140
Discovery Capital Management
Discovery Capital Management
Connecticut
US$9.8億 +US$4.86億 6 10.88% 增持
141
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$9.5億 +US$6076萬 2 8.03% 增持
142
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$9.37億 -US$2697萬 5 4.81% 減碼
143
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$9.23億 +US$481萬 10 4.06% 增持
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$9.22億 +US$497萬 11 5.85% 增持
145
Nationwide Fund Advisors
Nationwide Fund Advisors
Ohio
US$9.19億 +US$71.6萬 12 4.12% 增持
146
abrdn Investment Management
abrdn Investment Management
United Kingdom
US$9.07億 +US$1.9億 3 3.89% 增持
147
Wellcome Trust
Wellcome Trust
United Kingdom
US$8.62億 +US$665萬 4 19.06% 增持
148
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$8.59億 -US$6億 6 3.52% 減碼
149
Marsico Capital Management
Marsico Capital Management
Colorado
US$8.52億 +US$7.19億 3 8.88% 增持
150
Pzena Investment Management
Pzena Investment Management
New York
US$8.5億 -US$3261萬 2 5.41% 減碼