← 所有主題

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
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$20.3億 +US$5620萬 18 12.6% 增持
202
SC US (TTGP)
SC US (TTGP)
California
US$19.9億 -US$339萬 1 18.36% 減碼
203
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$19.8億 -US$9753萬 10 23.32% 減碼
204
Altarock Partners
Altarock Partners
Florida
US$19.7億 -US$1.5億 3 49.37% 減碼
205
ING Group
ING Group
Netherlands
US$19.7億 -US$7.58億 12 17.37% 減碼
206
Calamos Advisors
Calamos Advisors
Illinois
US$19.5億 -US$3099萬 14 10.11% 減碼
207
Longview Partners
Longview Partners
Guernsey
US$19.5億 -US$2.86億 3 13.79% 減碼
208
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$19.4億 -US$1.04億 8 18.9% 減碼
209
Wellcome Trust
Wellcome Trust
United Kingdom
US$19.4億 -US$1.79億 5 25.78% 減碼
210
Farallon Capital Management
Farallon Capital Management
California
US$18.9億 +US$3.23億 4 8.8% 增持
211
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$18.8億 -US$2277萬 18 16.64% 減碼
212
Federated Hermes
Federated Hermes
Pennsylvania
US$18.5億 +US$8430萬 23 4.94% 增持
213
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$18.5億 +US$2361萬 3 16.82% 增持
214
Soroban Capital Partners
Soroban Capital Partners
New York
US$18.5億 -US$1.29億 3 27.38% 減碼
215
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$18.2億 +US$9117萬 24 7.63% 增持
216
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$18.1億 +US$2.81億 2 17.21% 增持
217
Aristotle Capital Management
Aristotle Capital Management
California
US$18億 -US$5353萬 1 3.88% 減碼
218
M&T Bank
M&T Bank
New York
US$18億 -US$3708萬 21 7.18% 減碼
219
Public Investment Fund
Public Investment Fund
Saudi Arabia
US$17.8億 US$0 4 4.89% 維持不變
220
Jensen Investment Management
Jensen Investment Management
Oregon
US$17.7億 +US$1130萬 3 14% 增持
221
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$17.7億 +US$2.97億 2 32.23% 增持
222
CIBC World Markets
CIBC World Markets
New York
US$17.6億 -US$4377萬 12 17.28% 減碼
223
Holocene Advisors
Holocene Advisors
New York
US$17.6億 -US$3280萬 12 7.72% 減碼
224
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$17.5億 -US$193萬 13 11.31% 減碼
225
C WorldWide Group
C WorldWide Group
Denmark
US$17.4億 -US$2440萬 3 23.73% 減碼