← 모든 테마

클라우드 컴퓨팅

클라우드 컴퓨팅은 고객이 자체 건물에서 운영할 하드웨어를 판매하는 대신 서버, 스토리지, 소프트웨어를 대여해요. 이를 통해 기술 지출은 일회성 자본 투자에서 매월 청구되는 비용으로 바뀌었고, 클라우드를 제공하는 플랫폼은 그 자체로 핵심 인프라가 되었어요.

64개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
226
William Blair & Company
William Blair & Company
Illinois
US$5.56억 +US$4725만 11 5.23% 증가
227
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$5.53억 +US$1.37억 6 3.17% 증가
228
Causeway Capital Management
Causeway Capital Management
California
US$5.51억 +US$2139만 3 12.68% 증가
229
Los Angeles Capital Management
Los Angeles Capital Management
California
US$5.45억 +US$8534만 10 4.86% 증가
230
Senator Investment Group
Senator Investment Group
New York
US$5.42억 +US$3.78억 2 7.15% 증가
231
AL
AJO LP
Pennsylvania
US$5.41억 +US$8865만 7 2.34% 증가
232
Polar Capital
Polar Capital
United Kingdom
US$5.4억 -US$3241만 7 10.15% 축소
233
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$5.39억 -US$2.24억 13 4.52% 축소
234
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$5.36억 +US$744만 8 10.4% 증가
235
GGHC
Gilder Gagnon Howe & Co
New York
US$5.35억 +US$733만 7 10.51% 증가
236
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$5.35억 +US$1.95억 6 6.92% 증가
237
HCM
Hitchwood Capital Management
New York
US$5.33억 +US$428만 3 14.44% 증가
238
Rockefeller Financial Services
Rockefeller Financial Services
New York
US$5.3억 -US$5179만 9 10.28% 축소
239
Marsico Capital Management
Marsico Capital Management
Colorado
US$5.23억 -US$2.7억 3 15.48% 축소
240
Scharf Investments
Scharf Investments
California
US$5.15억 +US$3149만 3 11.98% 증가
241
Thomaspartners
Thomaspartners
Massachusetts
US$5.12억 +US$7382만 3 7.37% 증가
242
Marshall Wace
Marshall Wace
United Kingdom
US$5.11억 +US$8894만 11 4.92% 증가
243
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$5.03억 -US$1.91억 11 5.58% 축소
244
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$4.97억 -US$791만 5 3.48% 축소
245
Renaissance Technologies
Renaissance Technologies
New York
US$4.96억 +US$3억 12 0.94% 증가
246
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$4.93억 +US$216만 13 4.27% 증가
247
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$4.92억 -US$1253만 10 6.21% 축소
248
IAM
Iridian Asset Management
Connecticut
US$4.88억 +US$1.08억 1 4.15% 증가
249
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$4.87억 +US$8120만 5 6.21% 증가
250
USS Investment Management
USS Investment Management
United Kingdom
US$4.87억 +US$1576만 6 8.18% 증가