← 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
Woodline Partners
Woodline Partners
California
US$16.4억 +US$2.13억 14 7.7% 증가
327
Everett Harris & Co
Everett Harris & Co
California
US$16.2억 -US$1537만 6 20.04% 축소
328
Magellan Asset Management
Magellan Asset Management
Australia
US$16.2억 -US$2.19억 4 19.14% 축소
329
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$16억 +US$2071만 7 19.01% 증가
330
Rafferty Asset Management
Rafferty Asset Management
New York
US$15.8억 +US$510만 17 5.13% 증가
331
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
US$15.8억 +US$1.59억 21 9.28% 증가
332
Utah Retirement Systems
Utah Retirement Systems
Utah
US$15.8억 +US$614만 17 15.35% 증가
333
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$15.7억 -US$1.64억 5 8.17% 축소
334
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
US$15.6억 +US$1.53억 8 10.01% 증가
335
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
US$15.6억 +US$8883만 27 12.51% 증가
336
Empower Advisory Group
Empower Advisory Group
Colorado
US$15.5억 +US$923만 12 4.3% 증가
337
LBP AM
LBP AM
France
US$15.3억 +US$1.24억 12 18.82% 증가
338
Markel Group
Markel Group
Virginia
US$15.3억 +US$235만 4 12.42% 증가
339
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$15.3억 -US$2.18억 2 19.14% 축소
340
C WorldWide Group
C WorldWide Group
Denmark
US$15.2억 -US$2.87억 3 23.5% 축소
341
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
US$15.2억 +US$3.04억 29 8.69% 증가
342
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$15.1억 -US$368만 14 12.05% 축소
343
Two Sigma Investments
Two Sigma Investments
New York
US$15억 -US$3.33억 32 2.24% 축소
344
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
US$14.9억 +US$3.8억 7 16.63% 증가
345
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
US$14.8억 +US$1.22억 33 4.45% 증가
346
Orbis Allan Gray
Orbis Allan Gray
Bermuda
US$14.6억 -US$3.45억 2 6.27% 축소
347
VanEck Associates
VanEck Associates
New York
US$14.4억 -US$4.44억 19 1.34% 축소
348
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
US$14.4억 +US$3965만 22 14.74% 증가
349
Capital Wealth Planning
Capital Wealth Planning
Florida
US$14.3억 +US$4408만 7 10.06% 증가
350
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$14.2억 +US$2.65억 2 32.66% 증가