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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
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$21.9億 +US$1.26億 24 8.48% 增持
202
Calamos Advisors
Calamos Advisors
Illinois
US$21.8億 -US$4360萬 15 10.6% 減碼
203
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$21.8億 +US$4626萬 3 18.34% 增持
204
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$21.6億 -US$2.52億 8 13.25% 減碼
205
Federated Hermes
Federated Hermes
Pennsylvania
US$21.3億 +US$2473萬 23 5.3% 增持
206
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$21.3億 -US$1.11億 8 17.59% 減碼
207
Wellcome Trust
Wellcome Trust
United Kingdom
US$21.2億 -US$5401萬 5 26.28% 減碼
208
Altarock Partners
Altarock Partners
Florida
US$21億 -US$1.55億 3 46.87% 減碼
209
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$20.7億 -US$1415萬 19 17.18% 減碼
210
Appaloosa LP
Appaloosa LP
New Jersey
US$20.4億 +US$1.94億 5 35.23% 增持
211
Soroban Capital Partners
Soroban Capital Partners
New York
US$20.3億 -US$8837萬 3 25.1% 減碼
212
Public Investment Fund
Public Investment Fund
Saudi Arabia
US$20.2億 US$0 4 5.73% 維持不變
213
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$20.2億 +US$2.18億 30 3.93% 增持
214
Aristotle Capital Management
Aristotle Capital Management
California
US$20.2億 -US$1.26億 1 3.95% 減碼
215
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$20億 -US$779萬 13 11.89% 減碼
216
M&T Bank
M&T Bank
New York
US$20億 -US$6227萬 19 7.34% 減碼
217
Epoch Investment Partners
Epoch Investment Partners
New York
US$19.5億 +US$5.38億 8 8.88% 增持
218
Longview Partners
Longview Partners
Guernsey
US$19.5億 -US$1.58億 3 12.98% 減碼
219
DSM Capital Partners
DSM Capital Partners
Florida
US$19.3億 +US$2220萬 7 29.55% 增持
220
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$19.3億 US$0 2 18.56% 維持不變
221
Edgewood Management
Edgewood Management
Connecticut
US$19.1億 -US$3662萬 2 5.52% 減碼
222
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$19.1億 -US$3836萬 9 13.2% 減碼
223
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
US$19億 +US$2.56億 3 20.44% 增持
224
American International Group
American International Group
New York
US$19億 +US$2326萬 26 7.82% 增持
225
Creative Planning
Creative Planning
Kansas
US$18.8億 -US$5128萬 23 3.49% 減碼