← 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
Xponance
Xponance
Pennsylvania
US$12.4억 +US$1913만 20 16.54% 증가
277
Point72 Asset Management
Point72 Asset Management
Connecticut
US$12.3억 -US$3.18억 17 3.65% 축소
278
TCW Group
TCW Group
California
US$12.3억 +US$5920만 9 13.59% 증가
279
Echo Street Capital Management
Echo Street Capital Management
New York
US$12.2억 +US$4029만 6 10.48% 증가
280
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$12.2억 -US$1.07억 7 4.91% 축소
281
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$11.9억 -US$2912만 19 11.5% 축소
282
CIBC World Market
CIBC World Market
Ontario, Canada
US$11.8억 -US$240만 16 3.77% 축소
283
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$11.8억 -US$1.8억 2 17.24% 축소
284
CIP
Champlain Investment Partners
Vermont
US$11.8억 +US$4722만 4 7.26% 증가
285
Epoch Investment Partners
Epoch Investment Partners
New York
US$11.7억 -US$1.12억 9 6.8% 축소
286
Guggenheim Capital
Guggenheim Capital
Illinois
US$11.5억 +US$8082만 19 9.06% 증가
287
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$11.4억 +US$337만 12 10.52% 증가
288
Artemis Investment Management
Artemis Investment Management
United Kingdom
US$11.4억 -US$2457만 7 14.2% 축소
289
INTECH Investment Management
INTECH Investment Management
Florida
US$11.3억 -US$4.49억 16 11.68% 축소
290
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$11.3억 -US$3.34억 2 9.49% 축소
291
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$11.2억 +US$1524만 7 18.06% 증가
292
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$11억 +US$4440만 3 14.82% 증가
293
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$10.8억 -US$3.24억 3 4.85% 축소
294
IFM Investors
IFM Investors
Australia
US$10.8억 +US$4640만 14 14.1% 증가
295
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$10.7억 +US$4.69억 16 5.33% 증가
296
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$10.6억 +US$1244만 14 13.01% 증가
297
Viking Global Investors
Viking Global Investors
Connecticut
US$10.6억 -US$2.97억 3 4.34% 축소
298
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
US$10.6억 +US$1.23억 3 16.42% 증가
299
Cantillon Capital Management
Cantillon Capital Management
New York
US$10.4억 +US$5866만 2 7.28% 증가
300
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$10.3억 +US$6665만 15 9.63% 증가