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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
Calamos Advisors
Calamos Advisors
Illinois
US$24億 -US$5682萬 15 11.39% 減碼
202
Resona Asset Management
Resona Asset Management
Japan
US$24億 +US$22.8億 13 14.26% 新
203
Skye Global Management
Skye Global Management
Florida
US$23.6億 -US$3.33億 2 55.98% 減碼
204
Federated Hermes
Federated Hermes
Pennsylvania
US$23.3億 -US$4969萬 23 5.36% 減碼
205
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$23.2億 -US$1.02億 9 12.15% 減碼
206
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$22.8億 -US$5634萬 19 17.47% 減碼
207
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$22.6億 +US$1257萬 14 12.16% 增持
208
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$22億 +US$1.14億 7 16.64% 增持
209
Aristotle Capital Management
Aristotle Capital Management
California
US$21.9億 -US$6584萬 1 4.06% 減碼
210
Creative Planning
Creative Planning
Kansas
US$21.9億 +US$7028萬 26 2.42% 增持
211
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$21.8億 +US$6.16億 13 7.36% 增持
212
M&T Bank
M&T Bank
New York
US$21.5億 -US$1億 19 7.46% 減碼
213
Wellcome Trust
Wellcome Trust
United Kingdom
US$21.4億 -US$2.04億 5 25.75% 減碼
214
Altarock Partners
Altarock Partners
Florida
US$21.4億 -US$2.16億 3 46.06% 減碼
215
Osaic Holdings
Osaic Holdings
Arizona
US$21.4億 -US$4.87億 42 4.78% 減碼
216
Longview Partners
Longview Partners
Guernsey
US$21.2億 -US$6606萬 3 13.69% 減碼
217
Third Point
Third Point
New York
US$21.2億 +US$4.78億 3 26.96% 增持
218
Boston Partners
Boston Partners
Massachusetts
US$21.1億 +US$1.76億 7 2.51% 增持
219
DSM Capital Partners
DSM Capital Partners
Florida
US$21.1億 -US$6871萬 7 28.81% 減碼
220
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$20.9億 -US$6385萬 10 13.46% 減碼
221
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$20.9億 US$0 2 19.38% 維持不變
222
Axiom Investors
Axiom Investors
Connecticut
US$20.8億 +US$7622萬 4 18.15% 增持
223
American International Group
American International Group
New York
US$20.7億 -US$6194萬 26 7.42% 減碼
224
AIM
Allen Investment Management
New York
US$20.3億 +US$7541萬 10 25.52% 增持
225
WCM Investment Management
WCM Investment Management
California
US$20.2億 +US$572萬 3 4.79% 增持