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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
151
C WorldWide Group
C WorldWide Group
Denmark
US$19.1億 -US$5450萬 5 26.64% 減碼
152
Melvin Capital Management
Melvin Capital Management
New York
US$19億 +US$10.9億 3 15.17% 增持
153
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$18.9億 -US$3579萬 1 10.63% 減碼
154
Aviva
Aviva
United Kingdom
US$18.8億 -US$723萬 15 13.78% 減碼
155
Nomura Holdings
Nomura Holdings
Japan
US$18.2億 +US$17.9億 14 7.64% 增持
156
William Blair & Company
William Blair & Company
Illinois
US$18.2億 +US$5754萬 17 11.36% 增持
157
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$18.1億 +US$3533萬 15 10.35% 增持
158
Asset Management One
Asset Management One
Japan
US$18億 -US$9831萬 16 10.51% 減碼
159
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$17.9億 +US$4.78億 8 24.46% 增持
160
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$17.9億 +US$3.63億 23 3.67% 增持
161
Prudential plc
Prudential plc
United Kingdom
US$17.8億 -US$4.47億 11 9.46% 減碼
162
Generation Investment Management
Generation Investment Management
United Kingdom
US$17.5億 -US$5.73億 4 12.45% 減碼
163
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$17.5億 -US$2.86萬 14 14.29% 減碼
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$17.4億 +US$200萬 12 9.81% 增持
165
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$17.4億 -US$7.23億 15 5.98% 減碼
166
Polar Capital
Polar Capital
United Kingdom
US$17.3億 +US$451萬 10 18.6% 增持
167
Alkeon Capital Management
Alkeon Capital Management
New York
US$17.2億 +US$6.36億 4 7.33% 增持
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$17.2億 -US$3.54億 16 12.13% 減碼
169
Soroban Capital Partners
Soroban Capital Partners
New York
US$17.1億 +US$4.06億 5 31.36% 增持
170
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$16.9億 +US$2.87萬 5 18.28% 增持
171
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$16.9億 +US$1.83億 15 12.93% 增持
172
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$16.9億 -US$1.89億 17 11.63% 減碼
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$16.8億 -US$2.96億 11 13.98% 減碼
174
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$16.7億 -US$1.27億 5 21.25% 減碼
175
Baird Financial Group
Baird Financial Group
Wisconsin
US$16.3億 -US$1492萬 12 7.45% 減碼