← 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
Sculptor Capital
Sculptor Capital
New York
US$8.86억 -US$6.27억 5 7.23% 축소
327
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$8.82억 -US$1628만 4 8.29% 축소
328
Everett Harris & Co
Everett Harris & Co
California
US$8.81억 -US$916만 7 15.29% 축소
329
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
US$8.66억 -US$1963만 14 19.09% 축소
330
Maverick Capital
Maverick Capital
Texas
US$8.58억 -US$1.91억 12 7.9% 축소
331
Comgest Global Investors
Comgest Global Investors
France
US$8.54억 +US$7006만 6 13.07% 증가
332
Voloridge Investment Management
Voloridge Investment Management
Florida
US$8.42억 +US$2.2억 19 6.15% 증가
333
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$8.37억 -US$2513만 14 9.1% 축소
334
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$8.3억 +US$3324만 4 18.22% 증가
335
DFO
Duquesne Family Office
New York
US$8.26억 -US$1.61억 5 18.24% 축소
336
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$8.23억 -US$2.94억 20 4% 축소
337
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$8.18억 +US$6545만 3 14.79% 증가
338
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$8.14억 +US$3033만 24 1.73% 증가
339
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$8.11억 +US$2222만 22 4.41% 증가
340
Atlanta Capital Management
Atlanta Capital Management
Georgia
US$8.1억 -US$9501만 2 2.86% 축소
341
Meritage Group
Meritage Group
California
US$8.05억 -US$43.1만 3 15.43% 축소
342
Xponance
Xponance
Pennsylvania
US$8.03억 -US$630만 18 17.01% 축소
343
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$7.96억 +US$2102만 16 9.44% 증가
344
Provident Trust Company
Provident Trust Company
Wisconsin
US$7.93억 +US$4549만 3 18.08% 증가
345
Davenport & Co
Davenport & Co
Virginia
US$7.91억 +US$7128만 9 7.43% 증가
346
Metropolitan Life Insurance Company (MetLife)
Metropolitan Life Insurance Company (MetLife)
New York
US$7.88억 -US$4527만 22 11.77% 축소
347
Marsico Capital Management
Marsico Capital Management
Colorado
US$7.81억 +US$5568만 5 20.36% 증가
348
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$7.77억 -US$4349만 12 9.62% 축소
349
Pendal Group
Pendal Group
Australia
US$7.74억 -US$5658만 8 7.6% 축소
350
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$7.73억 -US$6122만 12 9.97% 축소