← 所有主題

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
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$49.2億 +US$4.18億 3 22.92% 增持
127
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$49.1億 -US$4.62億 15 8.69% 減碼
128
AQR Capital Management
AQR Capital Management
Connecticut
US$49億 -US$2.57億 20 8.88% 減碼
129
Silver Lake Group
Silver Lake Group
California
US$48.8億 +US$55.3億 2 22.96% 增持
130
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$47.5億 +US$1.11億 15 10.28% 增持
131
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$45.7億 -US$6697萬 8 13.7% 減碼
132
Edgewood Management
Edgewood Management
Connecticut
US$45.7億 -US$6.88億 2 7.49% 減碼
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$45.5億 -US$9610萬 11 14.67% 減碼
134
Axa
Axa
France
US$44.5億 -US$3836萬 19 11.38% 減碼
135
Los Angeles Capital Management
Los Angeles Capital Management
California
US$43.4億 +US$3.25億 13 16.16% 增持
136
US Bancorp
US Bancorp
Minnesota
US$43.4億 -US$448萬 32 6.84% 減碼
137
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$43.1億 -US$5.22億 3 24.17% 減碼
138
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$42.3億 +US$4.89億 22 9.05% 增持
139
Lone Pine Capital
Lone Pine Capital
Connecticut
US$42億 +US$14.5億 3 17.19% 增持
140
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$41.5億 -US$1.06億 16 15.45% 減碼
141
Skye Global Management
Skye Global Management
Florida
US$41.4億 -US$4.98億 3 69.52% 減碼
142
Jane Street
Jane Street
New York
US$41.3億 -US$8795萬 36 1.36% 減碼
143
SC US (TTGP)
SC US (TTGP)
California
US$40.9億 US$0 1 20.37% 維持不變
144
Generation Investment Management
Generation Investment Management
United Kingdom
US$40.8億 -US$4.51億 6 16.78% 減碼
145
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$40.7億 -US$7901萬 22 13.66% 減碼
146
Truist Financial
Truist Financial
North Carolina
US$40億 -US$6776萬 23 6.1% 減碼
147
LPL Financial
LPL Financial
California
US$39.8億 +US$1.71億 30 3.34% 增持
148
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$39億 +US$5827萬 28 8.38% 增持
149
Citadel Advisors
Citadel Advisors
Florida
US$38.7億 +US$6.94億 41 0.79% 增持
150
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$38.5億 US$0 2 1.16% 維持不變