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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
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$31.8億 +US$2.54億 11 9.54% 增持
127
Macquarie Group
Macquarie Group
Australia
US$30.6億 -US$6340萬 23 5.27% 減碼
128
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$29.9億 -US$9.6億 9 14.53% 減碼
129
Axa
Axa
France
US$29.8億 +US$2.15億 21 11.75% 增持
130
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$29.6億 +US$1.73億 14 10.05% 增持
131
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$29.5億 -US$1.32億 21 12.33% 減碼
132
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$29億 +US$3.7億 14 7.76% 增持
133
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$28.5億 -US$6213萬 20 16.29% 減碼
134
DSM Capital Partners
DSM Capital Partners
Florida
US$28.3億 +US$1.08億 5 33.74% 增持
135
STRS Ohio
STRS Ohio
Ohio
US$28.3億 -US$7773萬 19 12.36% 減碼
136
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$28.1億 +US$2.71億 11 9.47% 增持
137
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$27.8億 -US$7118萬 15 8.33% 減碼
138
US Bancorp
US Bancorp
Minnesota
US$27.8億 +US$495萬 23 7.3% 增持
139
Freestone Capital Holdings
Freestone Capital Holdings
Washington
US$27.7億 +US$15.4萬 11 32.43% 增持
140
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$27.5億 +US$1.46億 4 21.68% 增持
141
Temasek Holdings
Temasek Holdings
Singapore
US$27.4億 -US$25.1億 3 16.37% 減碼
142
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$27億 -US$1.2億 7 21.57% 減碼
143
Truist Financial
Truist Financial
North Carolina
US$26.6億 +US$3459萬 18 5.98% 增持
144
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$26.4億 +US$5.16億 7 12.15% 增持
145
Viking Global Investors
Viking Global Investors
Connecticut
US$26億 -US$10.8億 3 11.22% 減碼
146
SEI Investments
SEI Investments
Pennsylvania
US$25.7億 -US$2.18億 23 7.98% 減碼
147
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$25.6億 +US$3.37億 22 11.02% 增持
148
Lone Pine Capital
Lone Pine Capital
Connecticut
US$25.3億 -US$14.8億 2 12.79% 減碼
149
ProShare Advisors
ProShare Advisors
Maryland
US$25.2億 +US$3.81億 18 13.45% 增持
150
Alkeon Capital Management
Alkeon Capital Management
New York
US$25.1億 +US$2.14億 5 6.35% 增持