← 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
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$4.05억 -US$276만 8 4.83% 축소
277
KBC Group
KBC Group
Belgium
US$4.04억 +US$473만 12 5.78% 증가
278
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$3.99억 -US$3797만 11 5.6% 축소
279
Senator Investment Group
Senator Investment Group
New York
US$3.98억 -US$1.47억 2 6.38% 축소
280
Axiom Investors
Axiom Investors
Connecticut
US$3.98억 -US$2164만 5 11.54% 축소
281
KCM
Kensico Capital Management
Connecticut
US$3.88억 -US$20.3만 1 7.8% 축소
282
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$3.87억 -US$974만 5 13.45% 축소
283
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$3.87억 +US$533만 12 5.09% 증가
284
Ruffer LLP
Ruffer LLP
United Kingdom
US$3.86억 -US$18.9만 4 17.52% 축소
285
Farallon Capital Management
Farallon Capital Management
California
US$3.86억 +US$7568만 2 5.31% 증가
286
C WorldWide Group
C WorldWide Group
Denmark
US$3.86억 +US$2737만 3 7.38% 증가
287
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$3.85억 +US$3.86억 9 5.67% 신규
288
EPCM
Eton Park Capital Management
New York
US$3.85억 +US$2.55억 3 5.81% 증가
289
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$3.76억 -US$1.1억 11 4.14% 축소
290
Trilogy Global Advisors
Trilogy Global Advisors
Florida
US$3.75억 -US$4124만 5 11.52% 축소
291
Marsico Capital Management
Marsico Capital Management
Colorado
US$3.72억 -US$1.6억 3 12.93% 축소
292
Geneva Advisors
Geneva Advisors
Illinois
US$3.72억 -US$667만 10 7.35% 축소
293
Orbis Allan Gray
Orbis Allan Gray
Bermuda
US$3.71억 -US$3058만 3 2.82% 축소
294
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
US$3.69억 +US$2126만 9 6.91% 증가
295
AL
AJO LP
Pennsylvania
US$3.66억 -US$1.4억 8 1.63% 축소
296
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$3.66억 -US$874만 12 5.02% 축소
297
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
US$3.64억 +US$2163만 3 15.52% 증가
298
Martingale Asset Management
Martingale Asset Management
Massachusetts
US$3.64억 +US$2705만 9 6.03% 증가
299
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
US$3.63억 +US$2030만 10 7.67% 증가
300
Institutional Capital
Institutional Capital
Illinois
US$3.63억 -US$4022만 2 4.44% 축소