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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
Cantillon Capital Management
Cantillon Capital Management
New York
US$6.95億 +US$2209萬 2 13.07% 增持
202
Metropolitan Life Insurance Company (MetLife)
Metropolitan Life Insurance Company (MetLife)
New York
US$6.87億 -US$8353萬 12 5.28% 減碼
203
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
US$6.81億 -US$3606萬 1 3.87% 減碼
204
Orbis Holdings
Orbis Holdings
Bermuda
US$6.77億 -US$1.88億 5 5.3% 減碼
205
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$6.74億 -US$1766萬 13 5.73% 減碼
206
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$6.73億 +US$2.4億 8 4.67% 增持
207
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$6.49億 +US$3.22億 1 6.74% 增持
208
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$6.49億 -US$818萬 7 6.09% 減碼
209
Flossbach Von Storch
Flossbach Von Storch
Germany
US$6.49億 -US$2.53億 4 11.06% 減碼
210
Longview Partners
Longview Partners
Guernsey
US$6.48億 +US$424萬 1 4.42% 增持
211
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$6.38億 -US$691萬 7 8.96% 減碼
212
Jensen Investment Management
Jensen Investment Management
Oregon
US$6.1億 +US$127萬 5 10.23% 增持
213
Sculptor Capital
Sculptor Capital
New York
US$6.04億 +US$1203萬 5 3.3% 增持
214
CCMH
Cornerstone Capital Management Holdings
New York
US$6.04億 +US$2011萬 11 4.96% 增持
215
Aperio Group
Aperio Group
California
US$5.94億 +US$4263萬 12 5.44% 增持
216
Columbus Circle Investors
Columbus Circle Investors
US$5.92億 +US$1.61億 3 4.75% 增持
217
Alkeon Capital Management
Alkeon Capital Management
New York
US$5.92億 +US$3.43億 3 12% 增持
218
Federated Hermes
Federated Hermes
Pennsylvania
US$5.91億 +US$4461萬 14 1.87% 增持
219
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$5.86億 -US$1.25億 9 5.01% 減碼
220
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$5.85億 +US$64.2萬 7 9.41% 增持
221
USS Investment Management
USS Investment Management
United Kingdom
US$5.84億 +US$3.04億 6 9.63% 增持
222
Corvex Management
Corvex Management
New York
US$5.84億 +US$5.55億 1 7.77% 新
223
Polar Capital
Polar Capital
United Kingdom
US$5.82億 +US$8137萬 8 10.52% 增持
224
Rockefeller Financial Services
Rockefeller Financial Services
New York
US$5.78億 -US$4721萬 9 11.23% 減碼
225
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$5.6億 -US$4.47億 11 3.41% 減碼