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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
BWA
Brave Warrior Advisors
New York
US$5.22億 +US$3819萬 2 21.03% 增持
202
FC
Fairpointe Capital
Illinois
US$5.2億 +US$2.41億 4 6.95% 增持
203
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$5.08億 +US$9578萬 1 7.74% 增持
204
Generation Investment Management
Generation Investment Management
United Kingdom
US$5.03億 +US$1.91億 3 8.05% 增持
205
ACM
Atlanta Capital Management
Georgia
US$4.94億 -US$1197萬 5 3.38% 減碼
206
Los Angeles Capital Management
Los Angeles Capital Management
California
US$4.92億 +US$7508萬 9 4.74% 增持
207
Coatue Management
Coatue Management
New York
US$4.92億 +US$2.5億 4 6.13% 增持
208
SEI Trust Company
SEI Trust Company
Pennsylvania
US$4.88億 -US$2024萬 9 4.71% 減碼
209
MC
Montag & Caldwell
Georgia
US$4.82億 -US$2405萬 3 4.33% 減碼
210
Renaissance Technologies
Renaissance Technologies
New York
US$4.81億 +US$3.15億 7 1.12% 增持
211
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$4.78億 +US$591萬 2 3.76% 增持
212
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
US$4.77億 -US$4413萬 5 15.05% 減碼
213
Farallon Capital Management
Farallon Capital Management
California
US$4.73億 +US$5334萬 3 6.83% 增持
214
PGGM Investments
PGGM Investments
Netherlands
US$4.71億 +US$1881萬 4 2.27% 增持
215
NWQ Investment Management Company
NWQ Investment Management Company
California
US$4.67億 -US$1.04億 2 4.69% 減碼
216
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$4.6億 -US$2671萬 8 4.75% 減碼
217
John W. Bristol & Co
John W. Bristol & Co
New York
US$4.53億 -US$1186萬 3 7.66% 減碼
218
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$4.53億 -US$1.82億 8 1.03% 減碼
219
VFA
Virtus Fund Advisers
Connecticut
US$4.51億 +US$4.41億 10 3.16% 新
220
HCM
Highfields Capital Management
Massachusetts
US$4.47億 +US$1.09億 2 3.29% 增持
221
Rockefeller Financial Services
Rockefeller Financial Services
New York
US$4.41億 +US$1.4億 8 9.91% 增持
222
HCM
Holland Capital Management
Illinois
US$4.38億 -US$855萬 4 9.26% 減碼
223
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$4.28億 +US$1623萬 5 5.85% 增持
224
Glenmede Trust
Glenmede Trust
Pennsylvania
US$4.23億 -US$4.62萬 10 3.8% 減碼
225
ProShare Advisors
ProShare Advisors
Maryland
US$4.22億 -US$3636萬 11 5.46% 減碼