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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
USS Investment Management
USS Investment Management
United Kingdom
US$19.7億 -US$4123萬 15 18.95% 減碼
202
First Manhattan
First Manhattan
New York
US$19.6億 -US$6065萬 14 10.1% 減碼
203
American International Group
American International Group
New York
US$19.5億 -US$8886萬 22 9.33% 減碼
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$19.4億 -US$3.21億 12 13.79% 減碼
205
AMP Capital Investors
AMP Capital Investors
Australia
US$19.3億 -US$1.43億 17 11.4% 減碼
206
Prudential plc
Prudential plc
United Kingdom
US$19.1億 -US$3.62億 13 9.51% 減碼
207
Nomura Asset Management
Nomura Asset Management
Japan
US$19億 -US$5888萬 15 14.56% 減碼
208
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$18.7億 +US$3851萬 14 13.41% 增持
209
SCGE Management
SCGE Management
California
US$18.2億 +US$2.02億 6 28.37% 增持
210
D1 Capital Partners
D1 Capital Partners
New York
US$18.1億 -US$2.06億 4 10.58% 減碼
211
Epoch Investment Partners
Epoch Investment Partners
New York
US$18億 -US$2.01億 6 8.97% 減碼
212
Point72 Asset Management
Point72 Asset Management
Connecticut
US$17.6億 +US$4.43億 15 9.03% 增持
213
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$17.6億 +US$2.25億 14 17.17% 增持
214
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$17.4億 +US$1107萬 18 13.18% 增持
215
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$17.1億 -US$2.91億 5 7.76% 減碼
216
KeyBank National Association
KeyBank National Association
Ohio
US$17.1億 -US$928萬 15 9.24% 減碼
217
William Blair Investment Management
William Blair Investment Management
Illinois
US$17億 -US$1.12億 9 6.63% 減碼
218
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$16.8億 -US$939萬 9 5.37% 減碼
219
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$16.5億 +US$3771萬 24 5.65% 增持
220
Skye Global Management
Skye Global Management
Florida
US$16.5億 +US$6.19億 4 42.54% 增持
221
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$16.5億 -US$1055萬 20 9.09% 減碼
222
Natixis Advisors
Natixis Advisors
Massachusetts
US$16.3億 -US$5881萬 14 10.25% 減碼
223
Third Point
Third Point
New York
US$16.2億 +US$3.54億 3 16.19% 增持
224
Genesis Investment Management
Genesis Investment Management
United Kingdom
US$15.6億 -US$7004萬 2 45.2% 減碼
225
Generation Investment Management
Generation Investment Management
United Kingdom
US$15.5億 -US$5.95億 4 8.22% 減碼