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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
176
Pzena Investment Management
Pzena Investment Management
New York
US$9.5億 -US$8951萬 3 5.83% 減碼
177
Guggenheim Capital
Guggenheim Capital
Illinois
US$9.44億 +US$280萬 15 2.94% 增持
178
Harding Loevner
Harding Loevner
New Jersey
US$9.43億 -US$336萬 4 6.81% 減碼
179
AMP Capital Investors
AMP Capital Investors
Australia
US$9.34億 +US$2494萬 13 5.74% 增持
180
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$9.29億 +US$2220萬 12 7.53% 增持
181
NC
Northern Cross
Massachusetts
US$9.17億 -US$4億 1 15.1% 減碼
182
PCM
Primavera Capital Management
Cayman Islands
US$9.02億 +US$7.91億 1 100% 新
183
Two Sigma Investments
Two Sigma Investments
New York
US$8.96億 +US$1.39億 16 3.25% 增持
184
PointState Capital
PointState Capital
New York
US$8.8億 +US$8798萬 4 9.08% 增持
185
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$8.78億 -US$3570萬 2 8.06% 減碼
186
Capital Guardian Trust
Capital Guardian Trust
California
US$8.74億 +US$1654萬 14 6.59% 增持
187
TCW Group
TCW Group
California
US$8.71億 -US$3884萬 13 6.62% 減碼
188
Silver Lake Group
Silver Lake Group
California
US$8.6億 -US$7.64億 1 17.77% 減碼
189
First Manhattan
First Manhattan
New York
US$8.59億 +US$1848萬 13 5.24% 增持
190
Parnassus Investments
Parnassus Investments
California
US$8.59億 +US$3841萬 4 4.69% 增持
191
Alkeon Capital Management
Alkeon Capital Management
New York
US$8.48億 -US$2391萬 4 15.94% 減碼
192
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$8.38億 +US$3463萬 10 2.55% 增持
193
Southeastern Asset Management
Southeastern Asset Management
Tennessee
US$8.36億 +US$8218萬 1 8.01% 增持
194
CCMH
Cornerstone Capital Management Holdings
New York
US$8.32億 +US$1.36億 13 6.17% 增持
195
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$8.3億 -US$4907萬 10 6.55% 減碼
196
Stifel Financial
Stifel Financial
Missouri
US$8.27億 +US$2657萬 15 3.72% 增持
197
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$8.15億 +US$9766萬 6 10.22% 增持
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$8.08億 +US$333萬 5 6.52% 增持
199
Aperio Group
Aperio Group
California
US$8.03億 +US$5082萬 12 5.81% 增持
200
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$7.95億 +US$1297萬 7 7.77% 增持