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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
251
Commerce Bank
Commerce Bank
Missouri
US$12.4억 -US$1526만 21 9.71% 축소
252
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$12.2억 -US$3.96억 3 10.99% 축소
253
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$12억 -US$2.33억 3 5.61% 축소
254
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$11.9억 +US$34.7만 3 18.25% 증가
255
Carmignac Gestion
Carmignac Gestion
France
US$11.7억 +US$214만 5 19.45% 증가
256
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$11.7억 +US$9808만 7 9.6% 증가
257
M&G Investment Management
M&G Investment Management
United Kingdom
US$11.5억 +US$459만 10 5.43% 증가
258
Viking Global Investors
Viking Global Investors
Connecticut
US$11.5억 -US$10.2억 3 5.39% 축소
259
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$11.5억 -US$110만 17 13.13% 축소
260
Första AP-fonden
Första AP-fonden
Sweden
US$11.4억 -US$1.49억 12 13.39% 축소
261
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$11.3억 -US$586만 7 4.73% 축소
262
LSV Asset Management
LSV Asset Management
Illinois
US$11.3억 -US$1.16억 11 2.54% 축소
263
Scotia Capital
Scotia Capital
Ontario, Canada
US$11.3억 +US$4055만 12 8.22% 증가
264
Epoch Investment Partners
Epoch Investment Partners
New York
US$11.2억 -US$1510만 8 6.69% 축소
265
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$11.2억 -US$7983만 8 7.91% 축소
266
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$11.1억 +US$3759만 4 14.06% 증가
267
Yacktman Asset Management
Yacktman Asset Management
Texas
US$11.1억 -US$335만 3 11.01% 축소
268
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$11.1억 -US$5734만 10 6.77% 축소
269
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$11억 -US$6711만 10 13.43% 축소
270
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$10.9억 +US$3644만 31 1.53% 증가
271
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$10.8억 -US$1.78억 10 11.16% 축소
272
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$10.8억 -US$668만 23 4.73% 축소
273
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$10.7억 -US$3.17억 6 3.86% 축소
274
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$10.7억 +US$9.9억 2 10.43% 신규
275
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$10.6억 -US$1.71억 20 4.32% 축소