← 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$49億 +US$2.28億 11 15.35% 增持
127
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$48.5億 -US$8722萬 10 14.86% 減碼
128
Coatue Management
Coatue Management
New York
US$47.8億 +US$5.17億 6 17.78% 增持
129
HighTower Advisors
HighTower Advisors
Illinois
US$47.8億 -US$20.6億 25 3.9% 減碼
130
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$46億 -US$3446萬 24 11.58% 減碼
131
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$45.9億 -US$9887萬 7 13.79% 減碼
132
Danske Bank
Danske Bank
Denmark
US$45.7億 +US$2.12億 21 15.21% 增持
133
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$44.3億 -US$1.56億 16 14.91% 減碼
134
Axa
Axa
France
US$44.1億 -US$3.26億 18 13.03% 減碼
135
Baird Financial Group
Baird Financial Group
Wisconsin
US$43.8億 +US$2604萬 14 8.51% 增持
136
First Eagle Investment Management
First Eagle Investment Management
New York
US$43.6億 -US$1022萬 5 8.97% 減碼
137
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$43.4億 -US$5.39億 30 3.73% 減碼
138
First Manhattan
First Manhattan
New York
US$43.1億 -US$4838萬 9 12.78% 減碼
139
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$42.5億 -US$484萬 23 16.87% 減碼
140
William Blair & Company
William Blair & Company
Illinois
US$42.2億 -US$129萬 20 12.39% 減碼
141
Harris Associates
Harris Associates
Illinois
US$41.7億 -US$2.79億 5 5.44% 減碼
142
Millennium Management
Millennium Management
New York
US$41.6億 -US$12.6億 32 1.97% 減碼
143
Artisan Partners
Artisan Partners
Wisconsin
US$41.6億 -US$6億 10 6.18% 減碼
144
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$41.5億 +US$1.27億 24 12.35% 增持
145
DnB Asset Management
DnB Asset Management
Norway
US$41.4億 -US$1.14億 15 18.68% 減碼
146
Truist Financial
Truist Financial
North Carolina
US$41.4億 -US$3.33億 19 6.48% 減碼
147
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$41.1億 -US$1.02億 2 16.24% 減碼
148
ProShare Advisors
ProShare Advisors
Maryland
US$39.8億 +US$9899萬 22 9.75% 增持
149
Los Angeles Capital Management
Los Angeles Capital Management
California
US$39.5億 -US$10.3億 15 15.95% 減碼
150
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$39.4億 +US$2.86億 3 29.15% 增持