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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
Polar Capital
Polar Capital
United Kingdom
US$17.9億 -US$2502萬 10 15.59% 減碼
177
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$17.5億 +US$416萬 5 16.39% 增持
178
Baird Financial Group
Baird Financial Group
Wisconsin
US$17.1億 +US$1267萬 12 6.13% 增持
179
AMP Capital Investors
AMP Capital Investors
Australia
US$16.8億 +US$617萬 16 9.21% 增持
180
First Manhattan
First Manhattan
New York
US$16.6億 +US$424萬 15 8.32% 增持
181
Jane Street
Jane Street
New York
US$16.6億 +US$9.24億 22 2.31% 增持
182
Appaloosa LP
Appaloosa LP
New Jersey
US$16.4億 +US$2.47億 3 41.1% 增持
183
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$16.3億 -US$1.41億 4 20.16% 減碼
184
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$16億 +US$1664萬 10 10.69% 增持
185
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$16億 +US$1.94億 17 9.8% 增持
186
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$15.9億 -US$1122萬 7 7.68% 減碼
187
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$15.9億 -US$2.34億 13 3.7% 減碼
188
KBC Group
KBC Group
Belgium
US$15.9億 +US$8669萬 16 10.05% 增持
189
CIBC World Market
CIBC World Market
Ontario, Canada
US$15.8億 +US$3.47億 13 6.46% 增持
190
AustralianSuper
AustralianSuper
Australia
US$15.7億 -US$778萬 7 13.27% 減碼
191
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$15.6億 -US$7.86億 22 2.84% 減碼
192
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$15.5億 +US$9422萬 19 1.64% 增持
193
CIBC World Markets
CIBC World Markets
New York
US$15.3億 +US$4.69億 10 9.92% 增持
194
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$15.2億 -US$1.47億 14 11.94% 減碼
195
Calamos Advisors
Calamos Advisors
Illinois
US$15.1億 -US$565萬 10 7.46% 減碼
196
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$14.9億 -US$1.21億 17 9.26% 減碼
197
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$14.9億 -US$8130萬 9 7.58% 減碼
198
USS Investment Management
USS Investment Management
United Kingdom
US$14.9億 -US$3.08億 10 14.53% 減碼
199
Jensen Investment Management
Jensen Investment Management
Oregon
US$14.9億 -US$8219萬 5 14.78% 減碼
200
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$14.8億 -US$2065萬 14 10.16% 減碼