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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
STRS Ohio
STRS Ohio
Ohio
US$28.6億 -US$1.72億 21 11.97% 減碼
152
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$28.5億 -US$3.08億 15 7.07% 減碼
153
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$28.5億 +US$5.5億 17 12.64% 增持
154
SEI Investments
SEI Investments
Pennsylvania
US$27.8億 -US$6576萬 24 8.06% 減碼
155
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$27.2億 +US$9760萬 16 6.68% 增持
156
William Blair & Company
William Blair & Company
Illinois
US$26.8億 -US$700萬 19 11.37% 減碼
157
Wellcome Trust
Wellcome Trust
United Kingdom
US$26.8億 +US$648萬 6 36.19% 增持
158
Truist Financial
Truist Financial
North Carolina
US$26.8億 -US$1.59億 21 5.85% 減碼
159
Lone Pine Capital
Lone Pine Capital
Connecticut
US$26.7億 -US$9730萬 3 11.46% 減碼
160
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$26億 -US$4268萬 12 11.93% 減碼
161
Soroban Capital Partners
Soroban Capital Partners
New York
US$25.2億 +US$5106萬 5 25.41% 增持
162
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$25.1億 -US$533萬 1 9.8% 減碼
163
Apollo Management Holdings
Apollo Management Holdings
New York
US$25億 +US$23.7億 1 20.4% 新
164
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$24.8億 -US$2759萬 3 17.22% 減碼
165
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$24.7億 -US$2.4億 5 17.17% 減碼
166
KBC Group
KBC Group
Belgium
US$24.5億 +US$1.98億 16 14.45% 增持
167
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$24.3億 +US$5719萬 23 2.15% 增持
168
Aviva
Aviva
United Kingdom
US$24.1億 -US$1.13億 16 14.2% 減碼
169
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$24.1億 +US$5855萬 13 11.95% 增持
170
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$24億 -US$4214萬 11 13.47% 減碼
171
Man Group
Man Group
United Kingdom
US$23.9億 +US$1.65億 21 9.4% 增持
172
Asset Management One
Asset Management One
Japan
US$23.8億 -US$7695萬 17 10.96% 減碼
173
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$23.7億 -US$1.02億 15 15.34% 減碼
174
Polar Capital
Polar Capital
United Kingdom
US$23.6億 +US$2454萬 10 17.49% 增持
175
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$23.5億 +US$3.91億 19 15.2% 增持