← 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$12.7억 -US$1.73억 3 4.83% 축소
277
Cerity Partners
Cerity Partners
New York
US$12.6억 -US$3.58억 15 6.15% 축소
278
Yacktman Asset Management
Yacktman Asset Management
Texas
US$12.5억 -US$5110만 3 12.31% 축소
279
Xponance
Xponance
Pennsylvania
US$12.3억 +US$1514만 20 16.76% 증가
280
M&G Investment Management
M&G Investment Management
United Kingdom
US$12.3억 -US$5103만 8 5.48% 축소
281
PineBridge Investments
PineBridge Investments
New York
US$12.2억 -US$1205만 16 13.53% 축소
282
Two Sigma Investments
Two Sigma Investments
New York
US$12.2억 +US$4.03억 31 3.27% 증가
283
Carmignac Gestion
Carmignac Gestion
France
US$12.1억 -US$4603만 5 22.27% 축소
284
Harding Loevner
Harding Loevner
New Jersey
US$12억 -US$1.73억 5 7.95% 축소
285
Epoch Investment Partners
Epoch Investment Partners
New York
US$12억 +US$3048만 8 7.67% 증가
286
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
US$12억 +US$1.73억 3 17.5% 증가
287
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$12억 -US$5033만 9 15.06% 축소
288
CIBC World Market
CIBC World Market
Ontario, Canada
US$12억 +US$2535만 16 3.95% 증가
289
TCW Group
TCW Group
California
US$11.6억 -US$4854만 8 14.59% 축소
290
Alphinity Investment Management
Alphinity Investment Management
Australia
US$11.5억 +US$1.99억 2 18.4% 증가
291
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$11.5억 +US$1.57억 15 10.91% 증가
292
Altshuler Shaham
Altshuler Shaham
Israel
US$11.4억 +US$2.66억 10 30.97% 증가
293
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$11.4억 -US$3610만 18 11.51% 축소
294
Axiom Investors
Axiom Investors
Connecticut
US$11.3억 +US$2.81억 4 16.19% 증가
295
Champlain Investment Partners
Champlain Investment Partners
Vermont
US$11.1억 -US$1.19억 4 7.22% 축소
296
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$11.1억 +US$6.24억 10 12.05% 증가
297
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$11.1억 -US$4823만 7 4.97% 축소
298
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$11억 -US$1396만 12 10.73% 축소
299
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$11억 -US$4061만 2 17.08% 축소
300
IFM Investors
IFM Investors
Australia
US$10.9억 +US$3651만 14 14.36% 증가