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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
Jane Street
Jane Street
New York
US$34.3億 +US$14.9億 29 2.06% 增持
127
Parnassus Investments
Parnassus Investments
California
US$33.8億 -US$3.29億 3 10.47% 減碼
128
Flossbach Von Storch
Flossbach Von Storch
Germany
US$33.7億 -US$10.7億 5 16.43% 減碼
129
Axa
Axa
France
US$33.6億 +US$6585萬 20 12.13% 增持
130
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$33.2億 +US$1.77億 14 10.25% 增持
131
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$33.2億 +US$3.28億 21 13.89% 增持
132
Macquarie Group
Macquarie Group
Australia
US$32.5億 -US$1.92億 24 5.5% 減碼
133
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$32.2億 +US$14.6億 2 1.36% 增持
134
Jackson Square Partners
Jackson Square Partners
California
US$32億 -US$3.19億 6 14.99% 減碼
135
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$31.8億 -US$2.96億 15 8.3% 減碼
136
ProShare Advisors
ProShare Advisors
Maryland
US$31.4億 +US$4.4億 20 14.53% 增持
137
DSM Capital Partners
DSM Capital Partners
Florida
US$31億 -US$1.31億 5 34.38% 減碼
138
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$30.9億 -US$1.57億 21 12.25% 減碼
139
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$30.7億 -US$12.8億 5 18.95% 減碼
140
Viking Global Investors
Viking Global Investors
Connecticut
US$30.4億 +US$1.76億 4 10.97% 增持
141
Harding Loevner
Harding Loevner
New Jersey
US$29.8億 -US$11.6億 5 10.76% 減碼
142
Citadel Advisors
Citadel Advisors
Florida
US$29.8億 -US$7.03億 32 0.85% 減碼
143
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$29.7億 -US$1.04億 20 15.75% 減碼
144
US Bancorp
US Bancorp
Minnesota
US$29.3億 -US$3891萬 25 7.14% 減碼
145
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$29億 +US$13億 14 7.86% 增持
146
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$29億 -US$1.22億 16 7.73% 減碼
147
Alkeon Capital Management
Alkeon Capital Management
New York
US$28.6億 +US$6627萬 6 5.3% 增持
148
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$28.6億 +US$1.19億 14 17.34% 增持
149
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$28.6億 +US$6493萬 8 12.26% 增持
150
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$28.6億 -US$1.01億 7 18.92% 減碼