← 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
Seizert Capital Partners
Seizert Capital Partners
Michigan
US$2.39억 -US$85.1만 5 4.8% 축소
327
HI
Honeywell International
North Carolina
US$2.39억 -US$961만 4 5.61% 축소
328
Sit Investment Associates
Sit Investment Associates
Minnesota
US$2.36억 +US$189만 7 4.11% 증가
329
Castleark Management
Castleark Management
Illinois
US$2.34억 -US$1256만 6 6.65% 축소
330
ClariVest Asset Management
ClariVest Asset Management
California
US$2.32억 +US$1084만 5 8.52% 증가
331
Regions Financial Corp
Regions Financial Corp
Alabama
US$2.31억 -US$276만 8 2.89% 축소
332
Abrams Capital Management
Abrams Capital Management
Massachusetts
US$2.31억 +US$6959만 1 13.66% 증가
333
PointState Capital
PointState Capital
New York
US$2.3억 +US$1.54억 3 4.17% 증가
334
Parnassus Investments
Parnassus Investments
California
US$2.3억 +US$8.98만 3 1.97% 증가
335
1919 Investment Counsel
1919 Investment Counsel
Maryland
US$2.3억 +US$214만 8 4.72% 증가
336
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$2.27억 +US$2964만 8 3.8% 증가
337
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
US$2.27억 -US$2192만 4 9.71% 축소
338
OP
Oldfield Partners
United Kingdom
US$2.26억 -US$7276만 2 12.96% 축소
339
Shell Asset Management
Shell Asset Management
Netherlands
US$2.25억 -US$302만 8 3.49% 축소
340
BWA
Brave Warrior Advisors
New York
US$2.24억 -US$3.2억 1 8.3% 축소
341
Eagle Asset Management
Eagle Asset Management
Florida
US$2.24억 +US$1066만 3 1.28% 증가
342
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$2.21억 +US$1.49만 2 2.96% 증가
343
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$2.17억 +US$715만 9 3.27% 증가
344
HighTower Advisors
HighTower Advisors
Illinois
US$2.17억 +US$3468만 8 3.66% 증가
345
HAM
HHR Asset Management
New Jersey
US$2.16억 +US$535만 2 8.46% 증가
346
Weitz Investment Management
Weitz Investment Management
Nebraska
US$2.16억 -US$1523만 3 6.35% 축소
347
Commerce Bank
Commerce Bank
Missouri
US$2.15억 +US$494만 8 3.55% 증가
348
PIM
Profit Investment Management
Maryland
US$2.14억 -US$2681만 6 11.21% 축소
349
Kames Capital Management
Kames Capital Management
United Kingdom
US$2.14억 -US$77만 5 6.69% 축소
350
Asset Management One
Asset Management One
Japan
US$2.14억 +US$1409만 10 2.96% 증가