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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
201
Jensen Investment Management
Jensen Investment Management
Oregon
US$4.98億 -US$2526萬 3 7.7% 減碼
202
Korea Investment Corp
Korea Investment Corp
South Korea
US$4.97億 +US$2838萬 8 5.28% 增持
203
Blue Ridge Capital
Blue Ridge Capital
New York
US$4.92億 US$0 2 5.88% 維持不變
204
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$4.91億 +US$928萬 3 3.62% 增持
205
Flossbach Von Storch
Flossbach Von Storch
Germany
US$4.82億 +US$1.19億 4 14.79% 增持
206
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$4.75億 -US$1130萬 8 4.88% 減碼
207
SEI Trust Company
SEI Trust Company
Pennsylvania
US$4.6億 +US$836萬 10 5.05% 增持
208
Elliott Management
Elliott Management
New York
US$4.58億 -US$1.89億 1 8.42% 減碼
209
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$4.56億 -US$1586萬 8 3.37% 減碼
210
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
US$4.56億 +US$6555萬 4 16.44% 增持
211
Westpac Banking Corp
Westpac Banking Corp
Australia
US$4.5億 +US$2948萬 11 5.63% 增持
212
American International Group
American International Group
New York
US$4.37億 -US$4265萬 13 2.38% 減碼
213
Bessemer Group
Bessemer Group
New Jersey
US$4.29億 +US$818萬 9 3.48% 增持
214
HCM
Holland Capital Management
Illinois
US$4.28億 +US$1273萬 4 9.92% 增持
215
Sarofim Fayez
Sarofim Fayez
Texas
US$4.27億 +US$4.35億 4 2.08% 新
216
NWQ Investment Management Company
NWQ Investment Management Company
California
US$4.25億 +US$4111萬 2 4.04% 增持
217
Columbus Circle Investors
Columbus Circle Investors
US$4.17億 -US$3241萬 3 2.95% 減碼
218
SCM
Scout Capital Management
New York
US$4.15億 -US$2.78億 2 8.44% 減碼
219
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$4.07億 -US$872萬 6 6.46% 減碼
220
CCMH
Cornerstone Capital Management Holdings
New York
US$4.06億 -US$855萬 9 4.88% 減碼
221
IBM Retirement Fund
IBM Retirement Fund
New York
US$4.06億 -US$5902萬 9 5.56% 減碼
222
Rockefeller Financial Services
Rockefeller Financial Services
New York
US$4.06億 -US$3430萬 5 9.43% 減碼
223
Two Sigma Investments
Two Sigma Investments
New York
US$4.04億 +US$6972萬 7 2.58% 增持
224
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
US$4.02億 +US$281萬 1 2.45% 增持
225
Farallon Capital Management
Farallon Capital Management
California
US$3.88億 +US$1.97億 3 7.96% 增持