← 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
276
Two Sigma Investments
Two Sigma Investments
New York
US$3.44억 -US$9364만 12 1.6% 축소
277
HAM
HHR Asset Management
New Jersey
US$3.41억 +US$9328만 3 13.17% 증가
278
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$3.39억 -US$284만 8 3.92% 축소
279
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$3.38억 +US$4672만 7 6.73% 증가
280
Hexavest
Hexavest
Quebec, Canada
US$3.32억 -US$1584만 3 5.27% 축소
281
Causeway Capital Management
Causeway Capital Management
California
US$3.3억 -US$3014만 2 8.63% 축소
282
HMP
HS Management Partners
New York
US$3.28억 +US$9369만 2 13.2% 증가
283
NWQ Investment Management Company
NWQ Investment Management Company
California
US$3.27억 -US$2390만 3 4.07% 축소
284
ACM
Atlanta Capital Management
Georgia
US$3.26억 -US$2837만 3 2.22% 축소
285
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
US$3.24억 +US$356만 9 5.78% 증가
286
Two Sigma Advisers
Two Sigma Advisers
New York
US$3.24억 -US$1.53억 8 2.38% 축소
287
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$3.24억 -US$577만 7 3.81% 축소
288
TAM
Tiverton Asset Management
Delaware
US$3.23억 US$0 3 6.59% 유지됨
289
Marsico Capital Management
Marsico Capital Management
Colorado
US$3.23억 -US$1942만 1 2.72% 축소
290
FI
Focused Investors
California
US$3.22억 +US$2828만 2 11.16% 증가
291
Sterling Capital Management
Sterling Capital Management
North Carolina
US$3.21억 +US$4597만 8 2.87% 증가
292
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
US$3.11억 +US$3000만 6 2.01% 증가
293
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$3.09억 -US$8101만 4 3.26% 축소
294
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$3.09억 +US$64.1만 10 3.52% 증가
295
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$3.05억 -US$3387만 10 3.94% 축소
296
Farallon Capital Management
Farallon Capital Management
California
US$3.01억 -US$1.13억 3 4.39% 축소
297
KCM
Kensico Capital Management
Connecticut
US$2.99억 +US$4573만 1 5.92% 증가
298
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$2.9억 +US$3.13억 1 9.4% 신규
299
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
US$2.9억 -US$1150만 8 5.68% 축소
300
HSG Holding
HSG Holding
Hong Kong
US$2.9억 +US$3.14억 1 21.02% 신규