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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
Vontobel Asset Management
Vontobel Asset Management
New York
US$35.3億 +US$3.11億 3 18.11% 增持
152
SG Americas Securities
SG Americas Securities
New York
US$34.8億 +US$19.9億 23 16.17% 增持
153
Harding Loevner
Harding Loevner
New Jersey
US$34.5億 -US$6015萬 5 12.97% 減碼
154
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$34.3億 +US$1.24億 5 16.97% 增持
155
Soroban Capital Partners
Soroban Capital Partners
New York
US$34億 -US$7.17億 4 28.68% 減碼
156
STRS Ohio
STRS Ohio
Ohio
US$33.6億 -US$7916萬 22 12.09% 減碼
157
Alkeon Capital Management
Alkeon Capital Management
New York
US$33.4億 -US$2.71億 6 4.94% 減碼
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$33.4億 -US$19.9萬 18 6.8% 減碼
159
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$33.2億 US$0 2 1.13% 維持不變
160
LPL Financial
LPL Financial
California
US$32.9億 +US$1.83億 28 3.33% 增持
161
CIBC World Market
CIBC World Market
Ontario, Canada
US$32.9億 -US$1.82億 17 9.2% 減碼
162
Coatue Management
Coatue Management
New York
US$32.7億 +US$8.48億 3 12.65% 增持
163
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$32.6億 -US$363萬 1 9.03% 減碼
164
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$32.6億 -US$1.87億 23 10.67% 減碼
165
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$32.6億 +US$4.47億 28 8.43% 增持
166
First Manhattan
First Manhattan
New York
US$32.4億 +US$1億 18 11.84% 增持
167
SEI Investments
SEI Investments
Pennsylvania
US$32.1億 -US$6420萬 24 7.12% 減碼
168
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$31.9億 +US$8125萬 13 11.69% 增持
169
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$31.7億 -US$7.06億 22 11.94% 減碼
170
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$31.6億 -US$6109萬 11 11.42% 減碼
171
Viking Global Investors
Viking Global Investors
Connecticut
US$31.6億 -US$9.7億 4 9.57% 減碼
172
William Blair & Company
William Blair & Company
Illinois
US$31.5億 +US$553萬 22 10.93% 增持
173
Marshall Wace North America
Marshall Wace North America
New York
US$31億 -US$2420萬 18 12.9% 減碼
174
Lone Pine Capital
Lone Pine Capital
Connecticut
US$31億 -US$9.6億 2 9.98% 減碼
175
Millennium Management
Millennium Management
New York
US$30.8億 -US$8.59億 32 1.89% 減碼