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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$24億 +US$1382萬 19 13.89% 增持
202
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$23.8億 +US$1969萬 18 12.69% 增持
203
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$23.3億 +US$5633萬 3 16.04% 增持
204
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$23.3億 +US$3825萬 23 12.19% 增持
205
AustralianSuper
AustralianSuper
Australia
US$23.1億 -US$1.08億 6 14.84% 減碼
206
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$23.1億 -US$722萬 26 12.49% 減碼
207
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$22.4億 +US$5641萬 24 5.63% 增持
208
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$22.3億 +US$304萬 22 9.67% 增持
209
KeyBank National Association
KeyBank National Association
Ohio
US$21.9億 -US$132萬 16 9.53% 減碼
210
Nomura Asset Management
Nomura Asset Management
Japan
US$21.7億 +US$589萬 17 12.25% 增持
211
Calamos Advisors
Calamos Advisors
Illinois
US$21.5億 +US$1.04億 12 9.39% 增持
212
Renaissance Technologies
Renaissance Technologies
New York
US$21.5億 -US$5億 17 2.77% 減碼
213
William Blair Investment Management
William Blair Investment Management
Illinois
US$21.4億 -US$7622萬 9 6.04% 減碼
214
Aristotle Capital Management
Aristotle Capital Management
California
US$21.4億 -US$2042萬 1 4.04% 減碼
215
Viking Global Investors
Viking Global Investors
Connecticut
US$21.3億 -US$11.1億 3 5.83% 減碼
216
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$21.1億 +US$4.16億 10 13.5% 增持
217
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$20.5億 -US$2.03億 3 16.14% 減碼
218
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$20.4億 -US$1068萬 10 21.28% 減碼
219
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$20.4億 -US$14.3億 23 2.89% 減碼
220
AMP Capital Investors
AMP Capital Investors
Australia
US$20億 -US$3.14億 18 10.99% 減碼
221
M&G Investment Management
M&G Investment Management
United Kingdom
US$19.6億 +US$1.1億 14 4.67% 增持
222
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$19.6億 -US$2.38億 17 11.58% 減碼
223
SCGE Management
SCGE Management
California
US$19.6億 -US$1769萬 4 18.14% 減碼
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$19.5億 -US$116萬 22 10.54% 減碼
225
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$19.4億 +US$5701萬 10 10.06% 增持