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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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$36.7億 +US$4.47億 17 6.74% 增持
127
First Eagle Investment Management
First Eagle Investment Management
New York
US$36.5億 -US$1.39億 5 10.27% 減碼
128
Axa
Axa
France
US$35.6億 +US$4177萬 19 11.19% 增持
129
ProShare Advisors
ProShare Advisors
Maryland
US$35.6億 +US$1.95億 22 13.26% 增持
130
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$35億 +US$28.4億 5 32.4% 增持
131
Temasek Holdings
Temasek Holdings
Singapore
US$35億 +US$1.76億 5 15.03% 增持
132
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$34.6億 -US$4.75億 13 8.01% 減碼
133
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$34.6億 US$0 2 1.28% 維持不變
134
Alkeon Capital Management
Alkeon Capital Management
New York
US$34.1億 +US$3.49億 7 5.55% 增持
135
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$34.1億 +US$1.14億 4 19.28% 增持
136
Jackson Square Partners
Jackson Square Partners
California
US$34億 -US$2.11億 5 13.56% 減碼
137
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$33.6億 +US$7億 3 20.03% 增持
138
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$33.4億 +US$1.96億 22 12.93% 增持
139
Jane Street
Jane Street
New York
US$32.7億 -US$1.36億 30 1.64% 減碼
140
D1 Capital Partners
D1 Capital Partners
New York
US$32.6億 +US$12.3億 4 15.4% 增持
141
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$32.2億 +US$1.06億 19 12.11% 增持
142
Macquarie Group
Macquarie Group
Australia
US$31.9億 -US$1.62億 24 4.67% 減碼
143
US Bancorp
US Bancorp
Minnesota
US$31.8億 +US$2495萬 23 6.84% 增持
144
Vontobel Asset Management
Vontobel Asset Management
New York
US$31.7億 -US$11.6億 4 18.73% 減碼
145
DSM Capital Partners
DSM Capital Partners
Florida
US$31.6億 +US$8089萬 5 33.89% 增持
146
Natixis
Natixis
France
US$31.1億 +US$17.8億 17 11.31% 增持
147
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$30.9億 +US$714萬 8 11.87% 增持
148
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$30.8億 +US$4.38億 13 13.42% 增持
149
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$30.8億 -US$1.05億 22 14.92% 減碼
150
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$30.8億 +US$3331萬 14 16.16% 增持