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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
CCMH
Cornerstone Capital Management Holdings
New York
US$9.19億 +US$3164萬 13 7.21% 增持
202
KBC Group
KBC Group
Belgium
US$9.12億 +US$879萬 13 8.27% 增持
203
Maverick Capital
Maverick Capital
Texas
US$8.96億 +US$3.05億 8 11.36% 增持
204
Causeway Capital Management
Causeway Capital Management
California
US$8.95億 -US$3385萬 3 10.05% 減碼
205
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$8.89億 +US$4.65億 2 7.95% 增持
206
Hermes Investment Management
Hermes Investment Management
United Kingdom
US$8.8億 +US$308萬 5 13.2% 增持
207
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$8.75億 +US$1583萬 4 4.61% 增持
208
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$8.75億 -US$514萬 14 7.4% 減碼
209
Longview Partners
Longview Partners
Guernsey
US$8.72億 +US$8873萬 1 4.71% 增持
210
KeyBank National Association
KeyBank National Association
Ohio
US$8.64億 -US$872萬 12 5.12% 減碼
211
TCW Group
TCW Group
California
US$8.61億 -US$2294萬 9 6.84% 減碼
212
Thomaspartners
Thomaspartners
Massachusetts
US$8.61億 +US$5644萬 3 6.88% 增持
213
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$8.59億 +US$3201萬 12 2.76% 增持
214
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$8.56億 -US$6515萬 12 2.5% 減碼
215
Two Sigma Advisers
Two Sigma Advisers
New York
US$8.49億 -US$554萬 17 2.41% 減碼
216
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$8.42億 +US$4507萬 6 4.43% 增持
217
USS Investment Management
USS Investment Management
United Kingdom
US$8.39億 +US$746萬 5 6.48% 增持
218
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$8.35億 -US$1185萬 12 5.19% 減碼
219
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$8.28億 +US$109萬 17 7.7% 增持
220
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$8.2億 -US$5505萬 11 6.64% 減碼
221
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
US$8.19億 -US$1243萬 16 5.13% 減碼
222
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$8.18億 +US$2598萬 1 7.92% 增持
223
Calamos Advisors
Calamos Advisors
Illinois
US$8.17億 +US$911萬 13 6.32% 增持
224
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$8.13億 -US$3994萬 10 4.38% 減碼
225
ProShare Advisors
ProShare Advisors
Maryland
US$8.05億 +US$7394萬 12 7.4% 增持