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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
C WorldWide Group
C WorldWide Group
Denmark
US$12.1億 -US$247萬 5 18.56% 減碼
177
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$12.1億 +US$6518萬 12 3.59% 增持
178
Yacktman Asset Management
Yacktman Asset Management
Texas
US$12億 -US$7991萬 3 12.31% 減碼
179
Pzena Investment Management
Pzena Investment Management
New York
US$11.9億 -US$2.1億 3 6.06% 減碼
180
Maverick Capital
Maverick Capital
Texas
US$11.9億 +US$8305萬 6 15.35% 增持
181
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$11.8億 -US$4430萬 9 9.88% 減碼
182
Polar Capital
Polar Capital
United Kingdom
US$11.7億 +US$1億 8 11.83% 增持
183
SEI Investments
SEI Investments
Pennsylvania
US$11.6億 -US$6.28億 18 4.46% 減碼
184
Appaloosa LP
Appaloosa LP
New Jersey
US$11.6億 +US$494萬 2 11.97% 增持
185
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$11.6億 -US$3607萬 11 10.26% 減碼
186
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$11.5億 +US$3693萬 14 5.38% 增持
187
Natixis
Natixis
France
US$11.4億 +US$6.79億 13 6.98% 增持
188
Alkeon Capital Management
Alkeon Capital Management
New York
US$11.4億 +US$376萬 5 5.93% 增持
189
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$11.3億 +US$2099萬 11 5.38% 增持
190
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$11.3億 -US$6110萬 5 11.73% 減碼
191
First Manhattan
First Manhattan
New York
US$11.2億 -US$439萬 14 6.4% 減碼
192
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$11.2億 -US$1183萬 12 14.63% 減碼
193
Glenmede Trust
Glenmede Trust
Pennsylvania
US$11.1億 US$0 14 4.63% 維持不變
194
Nomura Holdings
Nomura Holdings
Japan
US$11億 +US$7938萬 16 1.9% 增持
195
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$11億 +US$9000萬 1 9.09% 增持
196
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$11億 +US$1.72億 7 8.45% 增持
197
USS Investment Management
USS Investment Management
United Kingdom
US$10.9億 +US$1.36億 6 12.14% 增持
198
Mackay Shields LLC
Mackay Shields LLC
New York
US$10.8億 +US$11億 14 6.76% 新
199
Parnassus Investments
Parnassus Investments
California
US$10.6億 -US$9436萬 3 4.26% 減碼
200
Nomura Asset Management
Nomura Asset Management
Japan
US$10.5億 +US$2545萬 13 11.5% 增持