← 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
301
MML Investors Services
MML Investors Services
Massachusetts
US$16.6억 +US$7212만 21 4.79% 증가
302
Pathstone Holdings
Pathstone Holdings
New Jersey
US$16.5억 -US$2.32억 20 6.54% 축소
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$16.5억 +US$1733만 27 5.02% 증가
304
Waverton Investment Management
Waverton Investment Management
United Kingdom
US$16.5억 +US$4258만 6 22.73% 증가
305
IFM Investors
IFM Investors
Australia
US$16.4억 +US$5729만 15 15.64% 증가
306
C WorldWide Group
C WorldWide Group
Denmark
US$16.3억 -US$2.58억 3 22.08% 축소
307
LGT Group Foundation
LGT Group Foundation
Liechtenstein
US$16.2억 -US$3602만 11 20.28% 축소
308
Two Sigma Investments
Two Sigma Investments
New York
US$16.1억 -US$2.17억 27 2.84% 축소
309
VanEck Associates
VanEck Associates
New York
US$16억 -US$9430만 17 1.81% 축소
310
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
US$15.9억 -US$893만 6 15.13% 축소
311
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$15.9억 -US$1.91억 4 22.88% 축소
312
Cantillon Capital Management
Cantillon Capital Management
New York
US$15.6억 -US$4015만 3 9.04% 축소
313
QRG Capital Management
QRG Capital Management
Illinois
US$15.6억 +US$4177만 16 13.58% 증가
314
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$15.3억 -US$7385만 2 20.96% 축소
315
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$15.3억 -US$3709만 9 16.7% 축소
316
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$15.2억 +US$997만 18 12.29% 증가
317
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$15억 +US$2.13억 15 13.86% 증가
318
IEQ Capital
IEQ Capital
California
US$15억 -US$1431만 22 9.18% 축소
319
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$14.9억 -US$8381만 5 7.95% 축소
320
AGF Management
AGF Management
Ontario, Canada
US$14.8억 -US$2.51억 11 6.72% 축소
321
Huntington National Bank
Huntington National Bank
Ohio
US$14.7억 +US$3342만 27 9.62% 증가
322
Epoch Investment Partners
Epoch Investment Partners
New York
US$14.7억 -US$1.07억 7 7.58% 축소
323
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
US$14.7억 +US$5001만 15 13.22% 증가
324
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
US$14.6억 +US$3.51억 6 19.43% 증가
325
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$14.5억 -US$1.63억 15 13.18% 축소