← 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
FC
Fairpointe Capital
Illinois
US$4.09억 +US$5279만 6 8.13% 증가
327
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$4.08억 -US$2.47억 12 3.49% 축소
328
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
US$4.03억 +US$4535만 7 2.08% 증가
329
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$3.91억 +US$2022만 17 2.49% 증가
330
Wolverine Trading
Wolverine Trading
Illinois
US$3.89억 +US$1.52억 16 1.79% 증가
331
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$3.88억 +US$1838만 9 6.23% 증가
332
Bahl & Gaynor
Bahl & Gaynor
Ohio
US$3.87억 -US$416만 7 4.42% 축소
333
Banco Santander
Banco Santander
Spain
US$3.87억 +US$2.74억 6 7.59% 증가
334
Capital Guardian Trust
Capital Guardian Trust
California
US$3.86억 -US$6.99억 10 7.09% 축소
335
Trilogy Global Advisors
Trilogy Global Advisors
Florida
US$3.83억 -US$6006만 4 12.85% 축소
336
British Airways Pensions Investment Management
British Airways Pensions Investment Management
United Kingdom
US$3.83억 +US$912만 8 11.09% 증가
337
CS
Cisco Systems
California
US$3.78억 US$0 1 49.78% 유지됨
338
LPL Financial
LPL Financial
California
US$3.78억 +US$2.86억 16 1.43% 증가
339
TI
TRG Investments
Virginia
US$3.78억 US$0 1 42.96% 유지됨
340
Candriam SCA
Candriam SCA
Luxembourg
US$3.77억 -US$6117만 12 7.08% 축소
341
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$3.73억 -US$5544만 12 6.34% 축소
342
Martingale Asset Management
Martingale Asset Management
Massachusetts
US$3.71억 +US$366만 10 5.23% 증가
343
Aristotle Capital Management
Aristotle Capital Management
California
US$3.7억 +US$901만 1 3.09% 증가
344
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$3.7억 -US$2.13억 2 3.71% 축소
345
South Dakota Investment Council
South Dakota Investment Council
South Dakota
US$3.67억 -US$4040만 7 7.74% 축소
346
HCM
Highfields Capital Management
Massachusetts
US$3.64억 -US$2.02억 2 2.69% 축소
347
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$3.62억 +US$1127만 3 25.32% 증가
348
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$3.6억 -US$262만 16 1% 축소
349
Discovery Capital Management
Discovery Capital Management
Connecticut
US$3.6억 -US$8448만 4 8.74% 축소
350
London Company of Virginia
London Company of Virginia
Virginia
US$3.6억 +US$343만 4 2.44% 증가