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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
Viking Global Investors
Viking Global Investors
Connecticut
US$24億 -US$2.22億 2 9.71% 減碼
202
Temasek Holdings
Temasek Holdings
Singapore
US$23.8億 +US$6544萬 4 10.03% 增持
203
William Blair Investment Management
William Blair Investment Management
Illinois
US$23.8億 -US$3.17億 8 7.1% 減碼
204
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$23.6億 +US$2055萬 23 9.62% 增持
205
Aristotle Capital Management
Aristotle Capital Management
California
US$23.4億 -US$2054萬 2 4.26% 減碼
206
KeyBank National Association
KeyBank National Association
Ohio
US$22.8億 -US$127萬 19 9.64% 減碼
207
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$22.8億 +US$2756萬 17 12.42% 增持
208
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$22.7億 -US$2.76億 22 9.37% 減碼
209
Citadel Advisors
Citadel Advisors
Florida
US$22.5億 -US$12.7億 39 0.46% 減碼
210
GQG Partners
GQG Partners
Florida
US$22.5億 -US$30.7億 2 5.22% 減碼
211
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$22.5億 -US$28萬 13 17.37% 減碼
212
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$22.4億 +US$2.74億 19 15.85% 增持
213
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$22.3億 -US$2.89億 23 11.39% 減碼
214
Man Group
Man Group
United Kingdom
US$22億 +US$1.01億 24 7.65% 增持
215
Nomura Asset Management
Nomura Asset Management
Japan
US$22億 -US$4054萬 20 11.96% 減碼
216
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$21.6億 -US$2536萬 9 10.42% 減碼
217
Altarock Partners
Altarock Partners
Florida
US$21.6億 +US$7.96億 3 55.06% 增持
218
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$21.6億 -US$4559萬 25 12.04% 減碼
219
Federated Hermes
Federated Hermes
Pennsylvania
US$21.1億 -US$3.19億 20 4.77% 減碼
220
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$20.8億 -US$4.27億 21 7.17% 減碼
221
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$20.5億 -US$1221萬 9 13% 減碼
222
D1 Capital Partners
D1 Capital Partners
New York
US$20.1億 +US$9308萬 3 23.65% 增持
223
Osaic Holdings
Osaic Holdings
Arizona
US$19.1億 +US$7026萬 38 3.71% 增持
224
American International Group
American International Group
New York
US$19.1億 -US$5949萬 25 10.48% 減碼
225
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$19億 +US$4701萬 3 6.04% 增持