← 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
326
Odey Asset Management Group
Odey Asset Management Group
United Kingdom
US$2.3억 +US$1.41억 2 4.76% 증가
327
Regions Financial Corp
Regions Financial Corp
Alabama
US$2.29억 -US$1686만 8 2.83% 축소
328
Oldfield Partners
Oldfield Partners
United Kingdom
US$2.28억 +US$4107만 1 12.08% 증가
329
Sit Investment Associates
Sit Investment Associates
Minnesota
US$2.27억 -US$5078만 6 4.04% 축소
330
Waverton Investment Management
Waverton Investment Management
United Kingdom
US$2.27억 +US$364만 6 11.6% 증가
331
SA
SQ Advisors
Florida
US$2.25억 +US$2010만 1 10.71% 증가
332
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$2.22억 -US$4870만 9 6.38% 축소
333
United States Steel & Carnegie Pension Fund
United States Steel & Carnegie Pension Fund
New York
US$2.22억 -US$1259만 2 5.02% 축소
334
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$2.21억 +US$2.01억 5 6.52% 신규
335
Natixis Advisors
Natixis Advisors
Massachusetts
US$2.21억 +US$1236만 10 3.62% 증가
336
GMT Capital
GMT Capital
Georgia
US$2.2억 -US$1412만 1 4.65% 축소
337
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$2.2억 -US$910만 1 4.75% 축소
338
Geneva Advisors
Geneva Advisors
Illinois
US$2.18억 +US$1824만 6 4.02% 증가
339
Weitz Investment Management
Weitz Investment Management
Nebraska
US$2.18억 +US$4869만 3 7.29% 증가
340
Schafer Cullen Capital Management
Schafer Cullen Capital Management
New York
US$2.16억 -US$79.7만 2 2.14% 축소
341
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$2.12억 -US$1410만 8 3.36% 축소
342
Profit Investment Management
Profit Investment Management
Maryland
US$2.11억 -US$1835만 7 9.62% 축소
343
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$2.11억 -US$417만 6 3.08% 축소
344
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
US$2.11억 US$0 1 5.47% 유지됨
345
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$2.1억 +US$7074만 9 5.59% 증가
346
Asset Management One
Asset Management One
Japan
US$2.08억 -US$1456만 10 3.23% 축소
347
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$2.06억 -US$1505만 5 3.41% 축소
348
DSM Capital Partners
DSM Capital Partners
Florida
US$2.05억 -US$467만 1 4.11% 축소
349
Parnassus Investments
Parnassus Investments
California
US$2.04억 +US$179만 3 2.08% 증가
350
Thomaspartners
Thomaspartners
Massachusetts
US$2.04억 +US$8498만 3 5.61% 증가