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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
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$27.2億 -US$1.94億 11 11.55% 減碼
127
AQR Capital Management
AQR Capital Management
Connecticut
US$26.6億 +US$5058萬 21 6.06% 增持
128
Jane Street
Jane Street
New York
US$26.4億 +US$4.1億 38 1.22% 增持
129
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$26.2億 -US$3865萬 24 4.03% 減碼
130
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$26億 -US$7899萬 6 9.59% 減碼
131
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$25.7億 -US$2.67億 2 70.47% 減碼
132
Two Sigma Advisers
Two Sigma Advisers
New York
US$25.7億 +US$4.44億 31 7.17% 增持
133
Fred Alger Management
Fred Alger Management
New York
US$25.6億 -US$2.81億 9 13.9% 減碼
134
Skye Global Management
Skye Global Management
Florida
US$25.5億 -US$2.9億 3 87.81% 減碼
135
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
US$25.3億 +US$1.47億 23 3.66% 增持
136
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$25.3億 +US$3419萬 21 10.95% 增持
137
First Manhattan
First Manhattan
New York
US$25億 -US$2247萬 19 9.17% 減碼
138
Axa
Axa
France
US$24.8億 -US$4711萬 17 8.94% 減碼
139
KBC Group
KBC Group
Belgium
US$24.5億 +US$1767萬 17 11.91% 增持
140
HighTower Advisors
HighTower Advisors
Illinois
US$24.3億 +US$1.61億 27 5.55% 增持
141
Truist Financial
Truist Financial
North Carolina
US$24.2億 -US$5710萬 21 4.26% 減碼
142
Baird Financial Group
Baird Financial Group
Wisconsin
US$24.2億 +US$1.11億 12 6.37% 增持
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$24.2億 -US$5.98億 12 7.43% 減碼
144
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$24.1億 +US$1020萬 23 13.11% 增持
145
CIBC World Markets
CIBC World Markets
New York
US$23.9億 +US$9.15億 12 16.11% 增持
146
Artisan Partners
Artisan Partners
Wisconsin
US$23.8億 -US$7.53億 10 4.22% 減碼
147
DnB Asset Management
DnB Asset Management
Norway
US$23.6億 +US$3億 15 16.64% 增持
148
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$23億 -US$359萬 20 8.68% 減碼
149
Renaissance Technologies
Renaissance Technologies
New York
US$22.8億 +US$1.03億 30 3.11% 增持
150
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$22.2億 +US$2.98億 4 14.46% 增持