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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
D1 Capital Partners
D1 Capital Partners
New York
US$12.5億 +US$9.7億 4 17.8% 增持
202
Soroban Capital Partners
Soroban Capital Partners
New York
US$12.4億 +US$4.91億 3 18.61% 增持
203
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$12.4億 +US$9920萬 14 10.66% 增持
204
KeyBank National Association
KeyBank National Association
Ohio
US$12.3億 -US$131萬 13 7.18% 減碼
205
Alkeon Capital Management
Alkeon Capital Management
New York
US$12.3億 +US$978萬 5 4.85% 增持
206
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$12.2億 +US$9166萬 17 1.54% 增持
207
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$12.2億 -US$34.3萬 7 13.6% 減碼
208
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$11.9億 +US$4868萬 17 4.59% 增持
209
GQG Partners
GQG Partners
Florida
US$11.9億 +US$3.35億 4 12.81% 增持
210
First Pacific Advisors
First Pacific Advisors
California
US$11.9億 -US$1685萬 7 10.35% 減碼
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$11.9億 +US$106萬 20 10.06% 增持
212
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$11.7億 +US$1.27億 11 9.75% 增持
213
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$11.5億 -US$3525萬 7 6.37% 減碼
214
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$11.4億 -US$340萬 7 19.44% 減碼
215
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$11.2億 +US$2022萬 4 1.79% 增持
216
DFO
Duquesne Family Office
New York
US$11.2億 -US$4031萬 4 33.12% 減碼
217
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$11.1億 +US$4246萬 17 6.81% 增持
218
Yacktman Asset Management
Yacktman Asset Management
Texas
US$11.1億 -US$6467萬 3 13.3% 減碼
219
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$11億 +US$4.72億 14 8.29% 增持
220
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$11億 -US$5977萬 18 6.02% 減碼
221
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$10.9億 -US$8588萬 7 8.22% 減碼
222
Mackay Shields LLC
Mackay Shields LLC
New York
US$10.8億 -US$5701萬 16 7.39% 減碼
223
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$10.6億 +US$1492萬 2 9.45% 增持
224
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$10.4億 +US$1.26億 3 10.41% 增持
225
Natixis Advisors
Natixis Advisors
Massachusetts
US$10.3億 -US$371萬 11 8.44% 減碼