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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
DSM Capital Partners
DSM Capital Partners
Florida
US$31.6億 -US$2.3億 4 33.08% 減碼
177
Aviva
Aviva
United Kingdom
US$30.8億 +US$1177萬 18 12.92% 增持
178
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$30.7億 -US$3284萬 10 13.88% 減碼
179
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$30.6億 +US$2.4億 8 14.24% 增持
180
Asset Management One
Asset Management One
Japan
US$30.6億 -US$1718萬 21 10.67% 減碼
181
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$30.5億 +US$2255萬 19 16.29% 增持
182
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$30.5億 -US$2.78億 4 15.56% 減碼
183
Vontobel Asset Management
Vontobel Asset Management
New York
US$30.4億 -US$9億 3 17.88% 減碼
184
Storebrand Asset Management
Storebrand Asset Management
Norway
US$30億 +US$9729萬 18 13.34% 增持
185
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$30億 -US$1120萬 26 5.59% 減碼
186
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$29.5億 -US$2.76億 5 20.16% 減碼
187
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$29.4億 -US$953萬 17 15.12% 減碼
188
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$28.8億 -US$4.9億 7 24.36% 減碼
189
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$28.8億 -US$1.17億 3 14.73% 減碼
190
Renaissance Technologies
Renaissance Technologies
New York
US$28.7億 +US$5.69億 24 3.57% 增持
191
C WorldWide Group
C WorldWide Group
Denmark
US$28.4億 -US$5619萬 4 26.84% 減碼
192
DnB Asset Management
DnB Asset Management
Norway
US$28.2億 -US$1.28億 15 16.52% 減碼
193
William Blair Investment Management
William Blair Investment Management
Illinois
US$28億 +US$4.76億 10 7.57% 增持
194
Wellcome Trust
Wellcome Trust
United Kingdom
US$27.9億 -US$2157萬 5 26.47% 減碼
195
Capitolis Advisors
Capitolis Advisors
New York
US$27.6億 +US$8.83億 11 16.46% 增持
196
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$27.3億 -US$18.1億 24 5.78% 減碼
197
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$27.1億 -US$1.22億 17 13.55% 減碼
198
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$27億 -US$2.72億 20 10.09% 減碼
199
Viking Global Investors
Viking Global Investors
Connecticut
US$27億 +US$4.85億 3 7.77% 增持
200
Harding Loevner
Harding Loevner
New Jersey
US$26.7億 -US$3.9億 5 10.23% 減碼