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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
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38.1億 -US$1.34億 8 16.66% 減碼
127
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$38億 +US$8452萬 3 20.79% 增持
128
Parnassus Investments
Parnassus Investments
California
US$37.7億 -US$8162萬 3 9.16% 減碼
129
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$37.6億 -US$1.57億 10 8.13% 減碼
130
Axa
Axa
France
US$37.5億 +US$95.7萬 17 11.41% 增持
131
Viking Global Investors
Viking Global Investors
Connecticut
US$36.6億 -US$11.5億 5 10.9% 減碼
132
Lone Pine Capital
Lone Pine Capital
Connecticut
US$36.6億 +US$10.6億 4 13.3% 增持
133
Soroban Capital Partners
Soroban Capital Partners
New York
US$36.5億 -US$2.91億 5 31.23% 減碼
134
Jane Street
Jane Street
New York
US$36.3億 +US$3.7億 30 1.8% 增持
135
Temasek Holdings
Temasek Holdings
Singapore
US$36.1億 +US$2.46億 5 14.14% 增持
136
Millennium Management
Millennium Management
New York
US$36.1億 -US$23.6億 34 2.58% 減碼
137
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$35.5億 +US$2.37億 21 11.78% 增持
138
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$35.3億 +US$4807萬 21 13.72% 增持
139
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$35.3億 +US$6.29億 27 2.29% 增持
140
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$35億 -US$4.22億 18 6.15% 減碼
141
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$34.7億 +US$2.43億 16 15.88% 增持
142
Generation Investment Management
Generation Investment Management
United Kingdom
US$34.6億 +US$12.7億 6 14.51% 增持
143
Los Angeles Capital Management
Los Angeles Capital Management
California
US$33.8億 -US$7.02億 17 15.28% 減碼
144
US Bancorp
US Bancorp
Minnesota
US$33.5億 +US$330萬 25 6.78% 增持
145
Skye Global Management
Skye Global Management
Florida
US$33.3億 +US$6.84億 4 64.41% 增持
146
DSM Capital Partners
DSM Capital Partners
Florida
US$32.9億 -US$3206萬 5 34.99% 減碼
147
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$32.8億 +US$508萬 8 12.07% 增持
148
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$32.6億 -US$4.6億 13 7.34% 減碼
149
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$32.3億 -US$587萬 22 15.07% 減碼
150
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$32.2億 +US$14.7億 24 4.72% 增持