← 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
First Pacific Advisors
First Pacific Advisors
California
US$9.6억 -US$2.1억 5 12.51% 축소
327
Comerica Bank
Comerica Bank
Texas
US$9.6억 -US$2.53억 19 5.75% 축소
328
Genesis Investment Management
Genesis Investment Management
United Kingdom
US$9.5억 -US$1.24억 2 32.11% 축소
329
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$9.48억 -US$1827만 23 4.68% 축소
330
Xponance
Xponance
Pennsylvania
US$9.43억 -US$2947만 18 17.91% 축소
331
Gates Foundation Trust
Gates Foundation Trust
Washington
US$9.43억 +US$8.55억 3 4.07% 증가
332
Atlanta Capital Management
Atlanta Capital Management
Georgia
US$9.4억 -US$3095만 2 3.36% 축소
333
VanEck Associates
VanEck Associates
New York
US$9.39억 -US$1.26억 13 2.36% 축소
334
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$9.36억 +US$7472만 4 23.59% 증가
335
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$9.27억 +US$2.41억 8 3.81% 증가
336
Mariner
Mariner
Kansas
US$9.11억 +US$9687만 13 4.75% 증가
337
United Capital Financial Advisors
United Capital Financial Advisors
Texas
US$9.01억 -US$1747만 16 4.5% 축소
338
Marshall Wace
Marshall Wace
United Kingdom
US$9.01억 -US$1.1억 21 3.74% 축소
339
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$8.89억 +US$3917만 15 13.98% 증가
340
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$8.83억 -US$2739만 12 10.28% 축소
341
Capital Group Private Client Services
Capital Group Private Client Services
California
US$8.83억 +US$9.12억 6 10.24% 신규
342
Metropolitan Life Insurance Company (MetLife)
Metropolitan Life Insurance Company (MetLife)
New York
US$8.81억 -US$8.41억 24 12.76% 축소
343
Pzena Investment Management
Pzena Investment Management
New York
US$8.78억 -US$2648만 3 3.48% 축소
344
Huntington National Bank
Huntington National Bank
Ohio
US$8.69억 -US$39.4만 21 8.68% 축소
345
Swiss Life Asset Management
Swiss Life Asset Management
US$8.65억 -US$3428만 10 12% 축소
346
Lazard Frères Gestion
Lazard Frères Gestion
France
US$8.65억 +US$60.3만 5 24.32% 증가
347
DFO
Duquesne Family Office
New York
US$8.63억 -US$1.31억 4 28.02% 축소
348
Markel Group
Markel Group
Virginia
US$8.59억 US$0 4 10.86% 유지됨
349
Marathon Asset Management (UK)
Marathon Asset Management (UK)
United Kingdom
US$8.58억 -US$2652만 3 10.41% 축소
350
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
US$8.52억 -US$169만 19 8.97% 축소