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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$24.5億 -US$2113萬 12 12.21% 減碼
202
D1 Capital Partners
D1 Capital Partners
New York
US$24.5億 -US$1.69億 3 15.99% 減碼
203
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$24.1億 -US$9179萬 23 12.57% 減碼
204
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$23.5億 -US$1.38億 16 14.4% 減碼
205
AustralianSuper
AustralianSuper
Australia
US$23.4億 +US$1374萬 7 16.35% 增持
206
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$23.3億 +US$1813萬 19 13.49% 增持
207
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$23億 -US$8076萬 23 12.33% 減碼
208
AMP Capital Investors
AMP Capital Investors
Australia
US$22.7億 -US$9579萬 17 10.9% 減碼
209
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$22.7億 +US$1.55億 19 12.35% 增持
210
American International Group
American International Group
New York
US$22.7億 -US$9085萬 25 7.68% 減碼
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$22.5億 -US$1.95億 24 12.49% 減碼
212
Man Group
Man Group
United Kingdom
US$22.1億 -US$1.46億 22 7.79% 減碼
213
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$22.1億 -US$2808萬 3 15.01% 減碼
214
HighTower Advisors
HighTower Advisors
Illinois
US$22億 +US$7377萬 23 6.38% 增持
215
ARK Investment Management
ARK Investment Management
Florida
US$22億 -US$1.19億 10 4.1% 減碼
216
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$22億 +US$5601萬 26 5.59% 增持
217
Nomura Asset Management
Nomura Asset Management
Japan
US$21.7億 +US$2249萬 18 12.59% 增持
218
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$21.5億 -US$3985萬 23 9.45% 減碼
219
SCGE Management
SCGE Management
California
US$21.4億 US$0 5 20.04% 維持不變
220
KeyBank National Association
KeyBank National Association
Ohio
US$21.2億 -US$2393萬 16 9.31% 減碼
221
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$21億 -US$1476萬 18 12.4% 減碼
222
Natixis Advisors
Natixis Advisors
Massachusetts
US$20.9億 +US$1.07億 15 9.74% 增持
223
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$20.8億 -US$1.75億 3 15.49% 減碼
224
Aristotle Capital Management
Aristotle Capital Management
California
US$20.7億 +US$929萬 1 3.96% 增持
225
William Blair Investment Management
William Blair Investment Management
Illinois
US$20.4億 +US$777萬 9 6.4% 增持