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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
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$30.6億 +US$7453萬 7 19.97% 增持
177
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$30.5億 -US$3.82億 5 15.99% 減碼
178
Baird Financial Group
Baird Financial Group
Wisconsin
US$30.3億 +US$751萬 17 7.88% 增持
179
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$29.5億 -US$1.07億 14 10.52% 減碼
180
SC US (TTGP)
SC US (TTGP)
California
US$29.2億 -US$12.5億 1 18.6% 減碼
181
Aviva
Aviva
United Kingdom
US$28.7億 -US$1.32億 16 12.61% 減碼
182
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$28.5億 +US$3.77億 20 7.95% 增持
183
Wellcome Trust
Wellcome Trust
United Kingdom
US$28.4億 -US$2.45億 5 27.06% 減碼
184
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$28.2億 -US$1802萬 9 6.8% 減碼
185
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$27.9億 -US$6925萬 10 12.1% 減碼
186
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$27.8億 -US$1095萬 12 13.6% 減碼
187
Federated Hermes
Federated Hermes
Pennsylvania
US$27.8億 -US$1.32億 20 5.17% 減碼
188
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$27.8億 -US$8313萬 3 15.05% 減碼
189
CIBC World Markets
CIBC World Markets
New York
US$27.6億 -US$2.85億 12 19.19% 減碼
190
Asset Management One
Asset Management One
Japan
US$27.5億 -US$1.5億 20 10.22% 減碼
191
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$27.1億 -US$2.74億 5 18.72% 減碼
192
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$27.1億 +US$7731萬 25 5.52% 增持
193
DnB Asset Management
DnB Asset Management
Norway
US$26.6億 +US$3331萬 14 17.62% 增持
194
C WorldWide Group
C WorldWide Group
Denmark
US$26.2億 -US$3.19億 4 27.01% 減碼
195
Renaissance Technologies
Renaissance Technologies
New York
US$25.7億 +US$7.08億 20 3.2% 增持
196
Storebrand Asset Management
Storebrand Asset Management
Norway
US$25.5億 -US$1.31億 17 12.39% 減碼
197
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$25.5億 -US$1154萬 15 9.71% 減碼
198
Apollo Management Holdings
Apollo Management Holdings
New York
US$25.4億 US$0 1 14.38% 維持不變
199
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$25.3億 -US$1.38億 16 13.43% 減碼
200
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$24.6億 +US$1.11億 18 15.65% 增持