← 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
DSM Capital Partners
DSM Capital Partners
Florida
US$16.3억 -US$6219만 4 26.34% 축소
227
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$16.2억 -US$2.74억 3 20.41% 축소
228
WCM Investment Management
WCM Investment Management
California
US$16.2억 +US$3.48억 4 4.84% 증가
229
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$16.1억 -US$955만 25 11.84% 축소
230
MetLife Investment Management
MetLife Investment Management
New Jersey
US$16억 -US$1457만 26 11.65% 축소
231
Renaissance Technologies
Renaissance Technologies
New York
US$15.8억 -US$8.17억 34 2.28% 축소
232
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$15.8억 +US$6139만 23 12.79% 증가
233
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$15.7억 +US$1291만 16 6.02% 증가
234
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$15.7억 -US$1.16억 7 9.33% 축소
235
AIM
Allen Investment Management
New York
US$15.6억 -US$3236만 11 22.93% 축소
236
Creative Planning
Creative Planning
Kansas
US$15.6억 +US$3248만 25 2.07% 증가
237
Rathbones Group
Rathbones Group
United Kingdom
US$15.5억 -US$1135만 9 14.44% 축소
238
Candriam SCA
Candriam SCA
Luxembourg
US$15.3억 -US$3.38억 14 11.06% 축소
239
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$15.2억 +US$2.56억 23 5.29% 증가
240
Amalgamated Bank
Amalgamated Bank
New York
US$14.9억 -US$2591만 27 12.06% 축소
241
Lone Pine Capital
Lone Pine Capital
Connecticut
US$14.9억 -US$2.51억 2 13.66% 축소
242
Appaloosa LP
Appaloosa LP
New Jersey
US$14.9억 +US$8.46억 4 27.59% 증가
243
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$14.8억 -US$9223만 5 16.13% 축소
244
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$14.7억 -US$2055만 16 10.12% 축소
245
Third Point
Third Point
New York
US$14.7억 +US$3.75억 4 21.52% 증가
246
Commerce Bank
Commerce Bank
Missouri
US$14.7억 -US$526만 20 10.97% 축소
247
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$14.7억 -US$5.45억 3 5.44% 축소
248
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$14.6억 +US$5.09억 10 6.36% 증가
249
Farallon Capital Management
Farallon Capital Management
California
US$14.4억 -US$1.52억 4 7.24% 축소
250
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
US$14.3억 -US$5764만 14 19.41% 축소