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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
Parnassus Investments
Parnassus Investments
California
US$6億 +US$4.03億 3 4.53% 增持
202
Stifel Financial
Stifel Financial
Missouri
US$5.97億 +US$2.36億 11 3.32% 增持
203
Harding Loevner
Harding Loevner
New Jersey
US$5.93億 -US$9140萬 3 4.77% 減碼
204
International Value Advisers
International Value Advisers
US$5.86億 -US$7714萬 4 13.36% 減碼
205
Jensen Investment Management
Jensen Investment Management
Oregon
US$5.86億 -US$1154萬 4 9.06% 減碼
206
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$5.86億 +US$1.32億 1 6.64% 增持
207
Korea Investment Corp
Korea Investment Corp
South Korea
US$5.83億 -US$3698萬 9 4.79% 減碼
208
Fairpointe Capital
Fairpointe Capital
Illinois
US$5.83億 -US$444萬 4 7.68% 減碼
209
ProShare Advisors
ProShare Advisors
Maryland
US$5.8億 +US$1.2億 11 6.76% 增持
210
Highfields Capital Management
Highfields Capital Management
Massachusetts
US$5.74億 +US$3577萬 2 4.88% 增持
211
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$5.68億 -US$2903萬 9 4.58% 減碼
212
Westpac Banking Corp
Westpac Banking Corp
Australia
US$5.67億 +US$507萬 12 5.39% 增持
213
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$5.58億 +US$5.49億 5 7.04% 新
214
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$5.52億 -US$3285萬 10 4.45% 減碼
215
Cisco Systems
Cisco Systems
California
US$5.36億 US$0 1 61.67% 維持不變
216
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$5.3億 +US$4782萬 7 1.34% 增持
217
KBC Group
KBC Group
Belgium
US$5.15億 +US$4.56億 10 6.14% 增持
218
PGGM Investments
PGGM Investments
Netherlands
US$5.13億 +US$512萬 4 2.3% 增持
219
Los Angeles Capital Management
Los Angeles Capital Management
California
US$5.08億 +US$5350萬 8 4.66% 增持
220
Sound Shore Management
Sound Shore Management
Connecticut
US$5.07億 +US$1.74億 3 7.97% 增持
221
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$5.04億 +US$5066萬 5 7.53% 增持
222
Victory Capital Management
Victory Capital Management
Texas
US$5.03億 +US$2.03億 9 1.85% 增持
223
SEI Investments
SEI Investments
Pennsylvania
US$5.03億 +US$5.02億 11 4.44% 新
224
Two Sigma Advisers
Two Sigma Advisers
New York
US$5億 +US$1.67億 11 3.87% 增持
225
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$4.99億 +US$80萬 2 3.56% 增持