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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
Parnassus Investments
Parnassus Investments
California
US$12.3億 +US$3.46億 4 5.34% 增持
177
USS Investment Management
USS Investment Management
United Kingdom
US$12.2億 +US$1.43億 5 15.09% 增持
178
First Pacific Advisors
First Pacific Advisors
California
US$12.2億 -US$2.21億 6 11.6% 減碼
179
First Manhattan
First Manhattan
New York
US$11.9億 -US$285萬 13 7.38% 減碼
180
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$11.8億 +US$2748萬 11 11.2% 增持
181
C WorldWide Group
C WorldWide Group
Denmark
US$11.7億 +US$150萬 5 16.97% 增持
182
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$11.7億 -US$2535萬 8 5.3% 減碼
183
Epoch Investment Partners
Epoch Investment Partners
New York
US$11.7億 -US$9880萬 4 5.44% 減碼
184
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$11.3億 -US$387萬 9 10.06% 減碼
185
Flossbach Von Storch
Flossbach Von Storch
Germany
US$11.2億 +US$6728萬 6 10.62% 增持
186
Maverick Capital
Maverick Capital
Texas
US$11.1億 +US$3.99億 7 16.33% 增持
187
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$11.1億 -US$1997萬 6 35.19% 減碼
188
Glenview Capital Management
Glenview Capital Management
New York
US$10.8億 +US$4.34億 3 10.49% 增持
189
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$10.7億 -US$1.87億 2 13.13% 減碼
190
Alkeon Capital Management
Alkeon Capital Management
New York
US$10.6億 -US$6114萬 4 6.92% 減碼
191
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$10.6億 +US$28.7萬 8 9.07% 增持
192
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$10.5億 -US$2.19億 10 3.85% 減碼
193
LSV Asset Management
LSV Asset Management
Illinois
US$10.5億 +US$8094萬 10 1.87% 增持
194
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$10.4億 +US$426萬 7 12.71% 增持
195
Calamos Advisors
Calamos Advisors
Illinois
US$10.3億 +US$6256萬 10 6.82% 增持
196
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$10.3億 +US$8790萬 14 9.5% 增持
197
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10.2億 -US$1389萬 2 12.99% 減碼
198
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$10.2億 +US$1684萬 6 6.12% 增持
199
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$10.1億 -US$6866萬 16 9.14% 減碼
200
Two Sigma Advisers
Two Sigma Advisers
New York
US$10億 -US$8.66億 19 2.74% 減碼