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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
Temasek Holdings
Temasek Holdings
Singapore
US$18.4億 -US$384萬 4 10.77% 減碼
177
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$18.3億 +US$5063萬 28 9.8% 增持
178
D1 Capital Partners
D1 Capital Partners
New York
US$18.3億 +US$4.05億 5 37.58% 增持
179
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$17.9億 +US$4344萬 19 10.88% 增持
180
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$17.8億 +US$1440萬 17 12.14% 增持
181
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$17.8億 US$0 2 0.59% 維持不變
182
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$17.7億 +US$1305萬 28 4.26% 增持
183
Wellcome Trust
Wellcome Trust
United Kingdom
US$17.5億 US$0 5 25.83% 維持不變
184
Magellan Asset Management
Magellan Asset Management
Australia
US$17.4億 -US$8.33億 5 14.91% 減碼
185
William Blair Investment Management
William Blair Investment Management
Illinois
US$17.2億 +US$189萬 8 6.58% 增持
186
Soroban Capital Partners
Soroban Capital Partners
New York
US$17.1億 -US$2.91億 4 20.52% 減碼
187
C WorldWide Group
C WorldWide Group
Denmark
US$17億 -US$1493萬 4 22.57% 減碼
188
Aristotle Capital Management
Aristotle Capital Management
California
US$17億 -US$8431萬 1 3.6% 減碼
189
Asset Management One
Asset Management One
Japan
US$17億 -US$9510萬 19 8.27% 減碼
190
Storebrand Asset Management
Storebrand Asset Management
Norway
US$16.8億 -US$3276萬 18 9.29% 減碼
191
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$16.8億 -US$7779萬 14 7.85% 減碼
192
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$16.7億 +US$6.31億 28 4.26% 增持
193
Altarock Partners
Altarock Partners
Florida
US$16.6億 +US$1.16億 3 52.03% 增持
194
Iconiq Capital
Iconiq Capital
California
US$16.5億 -US$4.96億 6 24.39% 減碼
195
Lone Pine Capital
Lone Pine Capital
Connecticut
US$16.5億 +US$4.51億 2 15.73% 增持
196
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$16.1億 +US$580萬 21 7.74% 增持
197
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$16.1億 +US$1367萬 5 18.39% 增持
198
Longview Partners
Longview Partners
Guernsey
US$16億 +US$1.05億 3 12.72% 增持
199
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$15.9億 +US$1.98億 6 10.8% 增持
200
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$15.9億 -US$1.87億 10 12.66% 減碼