← 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
Causeway Capital Management
Causeway Capital Management
California
US$2.27억 +US$3682만 2 10.21% 증가
327
OI
Oakbrook Investments
Illinois
US$2.25억 -US$4050만 7 7.11% 축소
328
Capital International Inc
Capital International Inc
California
US$2.24억 -US$1127만 4 9.91% 축소
329
United States Steel & Carnegie Pension Fund
United States Steel & Carnegie Pension Fund
New York
US$2.24억 -US$970만 2 5% 축소
330
Madison Investment Holdings
Madison Investment Holdings
Wisconsin
US$2.22억 -US$2341만 5 4.23% 축소
331
Levin Capital Strategies
Levin Capital Strategies
New York
US$2.22억 -US$7375만 5 3.72% 축소
332
KCM
Kensico Capital Management
Connecticut
US$2.21억 +US$5724만 1 5.03% 증가
333
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
US$2.21억 +US$1998만 5 2.65% 증가
334
WP
Wedgewood Partners
Missouri
US$2.21억 -US$5841만 1 4.09% 축소
335
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$2.2억 -US$131만 6 3.27% 축소
336
Weitz Investment Management
Weitz Investment Management
Nebraska
US$2.2억 -US$981만 3 7.02% 축소
337
Coatue Management
Coatue Management
New York
US$2.2억 -US$10.8억 2 3.89% 축소
338
Parnassus Investments
Parnassus Investments
California
US$2.19억 +US$1393만 2 2.11% 증가
339
Kames Capital Management
Kames Capital Management
United Kingdom
US$2.19억 -US$2414만 6 6.92% 축소
340
Natixis Advisors
Natixis Advisors
Massachusetts
US$2.18억 -US$297만 10 3.36% 축소
341
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$2.17억 +US$202만 9 5.67% 증가
342
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$2.16억 +US$135만 5 5.92% 증가
343
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$2.15억 -US$46.5만 9 3.31% 축소
344
BHG
Blue Harbour Group
Connecticut
US$2.14억 US$0 1 11.56% 유지됨
345
Andra AP-fonden
Andra AP-fonden
Sweden
US$2.13억 +US$863만 9 4.92% 증가
346
Shell Asset Management
Shell Asset Management
Netherlands
US$2.12억 +US$409만 8 3.52% 증가
347
TCM
Tybourne Capital Management
Hong Kong
US$2.09억 +US$5044만 2 23.83% 증가
348
Utah Retirement Systems
Utah Retirement Systems
Utah
US$2.07억 +US$153만 9 5.97% 증가
349
Osterweis Capital Management
Osterweis Capital Management
California
US$2.06억 -US$233만 2 6.29% 축소
350
Asset Management One
Asset Management One
Japan
US$2.04억 -US$682만 10 3.21% 축소