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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
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$44.3億 +US$5.14億 4 25.44% 增持
127
Parnassus Investments
Parnassus Investments
California
US$44.3億 +US$3.49億 3 9.34% 增持
128
Skye Global Management
Skye Global Management
Florida
US$42.7億 +US$1.85億 4 71.68% 增持
129
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$42.6億 -US$2.34億 12 9.08% 減碼
130
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$42.4億 +US$3.32億 17 7.46% 增持
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$42.1億 -US$1.35億 11 14.66% 減碼
132
Axa
Axa
France
US$41.8億 -US$4453萬 16 11.63% 減碼
133
Jane Street
Jane Street
New York
US$41.6億 +US$6.99億 32 1.47% 增持
134
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$41.2億 +US$1.54億 8 13.63% 增持
135
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$41.1億 +US$3.84億 19 10.06% 增持
136
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$40.9億 -US$12億 4 19.42% 減碼
137
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$39.7億 +US$2.56億 20 12.68% 增持
138
US Bancorp
US Bancorp
Minnesota
US$39.2億 -US$3629萬 27 7.37% 減碼
139
Natixis
Natixis
France
US$38.8億 -US$1.72億 17 13.41% 減碼
140
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$38.5億 +US$5628萬 15 15.56% 增持
141
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$37.6億 +US$9569萬 21 13.36% 增持
142
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$37.1億 +US$3.35億 5 17.79% 增持
143
Truist Financial
Truist Financial
North Carolina
US$36.8億 -US$1779萬 24 6.04% 減碼
144
SC US (TTGP)
SC US (TTGP)
California
US$36.5億 US$0 1 20.38% 維持不變
145
Los Angeles Capital Management
Los Angeles Capital Management
California
US$36.2億 -US$1.37億 14 16.51% 減碼
146
SG Americas Securities
SG Americas Securities
New York
US$36.1億 +US$1.94億 27 16.94% 增持
147
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$36億 US$0 2 1.23% 維持不變
148
Vontobel Asset Management
Vontobel Asset Management
New York
US$35.9億 -US$1465萬 3 20.21% 減碼
149
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$35.6億 -US$1.26億 21 15.69% 減碼
150
KBC Group
KBC Group
Belgium
US$35.2億 -US$3億 16 12.91% 減碼