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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
Natixis
Natixis
France
US$43.1億 -US$9.03億 13 18.64% 減碼
127
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$42.8億 +US$2.02億 21 12.49% 增持
128
Axa
Axa
France
US$42.5億 +US$642萬 16 11.99% 增持
129
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$42.5億 +US$2億 26 2.41% 增持
130
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$42.2億 -US$1.7億 12 14.36% 減碼
131
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$40.7億 -US$2.07億 8 16.74% 減碼
132
Skye Global Management
Skye Global Management
Florida
US$40.1億 +US$1.61億 4 72.34% 增持
133
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$39.6億 -US$3.52億 3 22.2% 減碼
134
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$38.7億 +US$4.98億 18 8.47% 增持
135
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$38.7億 +US$7166萬 8 12.98% 增持
136
US Bancorp
US Bancorp
Minnesota
US$38.5億 +US$813萬 28 7.21% 增持
137
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$38.4億 -US$17.5億 15 7.08% 減碼
138
Parnassus Investments
Parnassus Investments
California
US$38.4億 -US$4億 2 8.36% 減碼
139
KBC Group
KBC Group
Belgium
US$38.3億 +US$1.68億 17 13.8% 增持
140
Altshuler Shaham
Altshuler Shaham
Israel
US$37.2億 +US$8.31億 14 27.73% 增持
141
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$36.9億 +US$5.36億 13 12.52% 增持
142
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$36.8億 -US$2.57億 15 15.02% 減碼
143
Jane Street
Jane Street
New York
US$36.7億 -US$3.43億 30 1.44% 減碼
144
DSM Capital Partners
DSM Capital Partners
Florida
US$36.6億 -US$1270萬 5 35.3% 減碼
145
Truist Financial
Truist Financial
North Carolina
US$36.4億 -US$2597萬 22 5.95% 減碼
146
Los Angeles Capital Management
Los Angeles Capital Management
California
US$36.3億 -US$2.42億 15 16.03% 減碼
147
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$35.7億 -US$1.05億 22 15.54% 減碼
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$35.7億 +US$3174萬 20 12.61% 增持
149
Temasek Holdings
Temasek Holdings
Singapore
US$35.6億 -US$1.23億 5 11.92% 減碼
150
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$35.6億 -US$2630萬 24 4.7% 減碼