← 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
351
Maverick Capital
Maverick Capital
Texas
US$15.5억 +US$3.53억 6 13.71% 증가
352
Kestra Advisory Services
Kestra Advisory Services
Texas
US$15.4억 +US$1.03억 25 4.98% 증가
353
Voyager Global Management
Voyager Global Management
New York
US$15.4억 +US$3.64억 3 42.46% 증가
354
VanEck Associates
VanEck Associates
New York
US$15.4억 +US$451만 21 0.94% 증가
355
Bridgewater Associates
Bridgewater Associates
Connecticut
US$15.3억 -US$12.1억 13 6.29% 축소
356
AIM
Allen Investment Management
New York
US$15.3억 -US$6819만 8 18.12% 축소
357
OFI Invest Asset Management
OFI Invest Asset Management
France
US$15.3억 +US$8.23억 13 15.23% 증가
358
Mediolanum International Funds
Mediolanum International Funds
Ireland
US$15.1억 +US$1.45억 12 12.94% 증가
359
GGHC
Gilder Gagnon Howe & Co
New York
US$15.1억 +US$3478만 11 15.54% 증가
360
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
US$15.1억 -US$3.29억 32 7.68% 축소
361
Utah Retirement Systems
Utah Retirement Systems
Utah
US$14.9억 -US$9705만 19 14.21% 축소
362
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$14.9억 +US$3899만 11 11.85% 증가
363
Whittier Trust
Whittier Trust
California
US$14.9억 -US$1102만 20 14.64% 축소
364
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
US$14.9억 -US$3009만 33 11.15% 축소
365
New York Life Investment Management
New York Life Investment Management
New York
US$14.8억 +US$3833만 16 10.35% 증가
366
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management
Israel
US$14.7억 +US$4119만 3 7.97% 신규
367
Brighton Jones LLC
Brighton Jones LLC
Washington
US$14.7억 +US$36.8만 26 27.3% 증가
368
Marex Group
Marex Group
US$14.6억 +US$7.6억 23 6.21% 증가
369
DSM Capital Partners
DSM Capital Partners
Florida
US$14.6억 -US$4.61억 9 24.98% 축소
370
Zacks Investment Management
Zacks Investment Management
Illinois
US$14.6억 +US$2846만 15 10.37% 증가
371
AE Wealth Management
AE Wealth Management
Kansas
US$14.6억 +US$1.04억 22 6.79% 증가
372
Elliott Investment Management
Elliott Investment Management
Florida
US$14.6억 +US$1.75억 1 6.42% 증가
373
Tudor Investment Corp
Tudor Investment Corp
Connecticut
US$14.5억 +US$7.56억 16 2.02% 증가
374
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
US$14.4억 -US$1238만 7 16.26% 축소
375
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$14.3억 -US$9976만 14 14.11% 축소