← 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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$12.7억 -US$434만 19 5.13% 축소
277
Amalgamated Bank
Amalgamated Bank
New York
US$12.7억 -US$5848만 23 10.69% 축소
278
Melvin Capital Management
Melvin Capital Management
New York
US$12.6억 -US$8.37억 4 6.42% 축소
279
GRQ
Gardner Russo & Quinn
Pennsylvania
US$12.6억 -US$1777만 5 11.64% 축소
280
Altarock Partners
Altarock Partners
Florida
US$12.5억 +US$1.68억 2 33.7% 증가
281
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$12.5억 +US$2440만 19 11.6% 증가
282
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$12.3억 -US$5371만 5 15.4% 축소
283
MetLife Investment Management
MetLife Investment Management
New Jersey
US$12.3억 -US$3373만 16 11.02% 축소
284
Two Sigma Investments
Two Sigma Investments
New York
US$12.3억 +US$1.77억 19 2.74% 증가
285
ARK Investment Management
ARK Investment Management
Florida
US$12.3억 -US$7.76억 8 2.94% 축소
286
Artemis Investment Management
Artemis Investment Management
United Kingdom
US$12.1억 +US$5680만 8 9.58% 증가
287
PineBridge Investments
PineBridge Investments
New York
US$12억 -US$203만 18 14.42% 축소
288
Zurich Insurance Group
Zurich Insurance Group
Switzerland
US$11.9억 -US$5420만 6 14.24% 축소
289
SCM
Steadfast Capital Management
New York
US$11.9억 +US$4.06억 2 11.5% 증가
290
Meritage Group
Meritage Group
California
US$11.8억 -US$2040만 4 23.19% 축소
291
Nomura Holdings
Nomura Holdings
Japan
US$11.8억 -US$4.2억 19 2.92% 축소
292
Scotia Capital
Scotia Capital
Ontario, Canada
US$11.7억 +US$6033만 14 8.54% 증가
293
Comgest Global Investors
Comgest Global Investors
France
US$11.7억 -US$867만 5 15.36% 축소
294
Railway Pension Investments
Railway Pension Investments
United Kingdom
US$11.6억 +US$2050만 11 9.42% 증가
295
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$11.6억 -US$542만 7 16.52% 축소
296
Manning & Napier Group
Manning & Napier Group
New York
US$11.2억 -US$1981만 7 9.63% 축소
297
Verition Fund Management
Verition Fund Management
Connecticut
US$11.2억 -US$6434만 18 9.71% 축소
298
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
US$11.1억 +US$1022만 16 14.25% 증가
299
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
US$11억 +US$1962만 11 6.79% 증가
300
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$10.8억 -US$9262만 3 10.62% 축소