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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
KeyBank National Association
KeyBank National Association
Ohio
US$16.5億 -US$1627萬 16 8.6% 減碼
202
D1 Capital Partners
D1 Capital Partners
New York
US$16.4億 +US$2.99億 4 29.89% 增持
203
CIBC World Markets
CIBC World Markets
New York
US$16.4億 -US$5.46億 11 22.74% 減碼
204
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$16.3億 -US$2.28億 8 11.62% 減碼
205
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$16.2億 +US$8654萬 3 6.95% 增持
206
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$16億 -US$2.28億 5 18.9% 減碼
207
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$15.9億 -US$1997萬 10 17.36% 減碼
208
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$15.9億 +US$147萬 3 18.63% 增持
209
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$15.9億 -US$3735萬 20 11.02% 減碼
210
DSM Capital Partners
DSM Capital Partners
Florida
US$15.7億 -US$7341萬 4 26.69% 減碼
211
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$15.6億 -US$4541萬 21 14.42% 減碼
212
INTECH Investment Management
INTECH Investment Management
Florida
US$15.5億 -US$4.58億 14 11.65% 減碼
213
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$15.3億 -US$3.66億 3 15.14% 減碼
214
Osaic Holdings
Osaic Holdings
Arizona
US$15.2億 -US$9996萬 41 3.47% 減碼
215
Candriam SCA
Candriam SCA
Luxembourg
US$14.8億 +US$3.82億 15 10.41% 增持
216
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$14.2億 -US$1.05億 9 11.87% 減碼
217
Lone Pine Capital
Lone Pine Capital
Connecticut
US$14.2億 -US$8.36億 2 13.34% 減碼
218
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$13.9億 -US$2231萬 14 10.25% 減碼
219
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$13.9億 +US$4233萬 22 9.31% 增持
220
Public Investment Fund
Public Investment Fund
Saudi Arabia
US$13.8億 US$0 4 3.75% 維持不變
221
Longview Partners
Longview Partners
Guernsey
US$13.8億 -US$1.27億 3 11.8% 減碼
222
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$13.7億 -US$5296萬 23 9.94% 減碼
223
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$13.6億 -US$2.15億 15 10.48% 減碼
224
Jensen Investment Management
Jensen Investment Management
Oregon
US$13.6億 -US$443萬 3 11.82% 減碼
225
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$13.3億 +US$4512萬 4 25.01% 增持