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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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$11億 +US$2573萬 17 9.79% 增持
202
KeyBank National Association
KeyBank National Association
Ohio
US$10.8億 +US$1748萬 12 6.32% 增持
203
PointState Capital
PointState Capital
New York
US$10.7億 +US$1.3億 5 12.16% 增持
204
Harding Loevner
Harding Loevner
New Jersey
US$10.6億 +US$2.4億 5 5.96% 增持
205
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$10.5億 -US$6397萬 2 10.11% 減碼
206
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$10.4億 +US$3.76億 7 29.87% 增持
207
Two Sigma Investments
Two Sigma Investments
New York
US$10.4億 +US$2.92億 18 3.11% 增持
208
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10.4億 -US$1.7億 2 12.95% 減碼
209
Man Group
Man Group
United Kingdom
US$10.4億 -US$4288萬 19 4.28% 減碼
210
Pzena Investment Management
Pzena Investment Management
New York
US$10.3億 -US$4317萬 3 5.19% 減碼
211
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$10.3億 +US$2439萬 6 5.54% 增持
212
Calamos Advisors
Calamos Advisors
Illinois
US$10.2億 +US$434萬 10 6.26% 增持
213
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$10.2億 -US$20.6億 23 0.35% 減碼
214
Hermes Investment Management
Hermes Investment Management
United Kingdom
US$10.2億 +US$7497萬 6 13.57% 增持
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$10.1億 +US$6.15億 15 10.43% 增持
216
Jane Street
Jane Street
New York
US$10億 +US$2.63億 18 2.36% 增持
217
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$10億 +US$5472萬 17 5.59% 增持
218
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$10億 -US$4481萬 14 8.34% 減碼
219
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$9.9億 +US$703萬 6 10.64% 增持
220
Parnassus Investments
Parnassus Investments
California
US$9.8億 -US$1.43億 3 3.91% 減碼
221
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$9.7億 +US$9.9億 3 1.78% 新
222
Jensen Investment Management
Jensen Investment Management
Oregon
US$9.7億 -US$7119萬 5 13% 減碼
223
Third Point
Third Point
New York
US$9.6億 -US$4.32億 2 6.72% 減碼
224
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$9.6億 -US$1.51億 4 4.94% 減碼
225
LSV Asset Management
LSV Asset Management
Illinois
US$9.45億 +US$1.25億 9 1.48% 增持