← 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
Moore Capital Management
Moore Capital Management
New York
US$2.81억 +US$1.9억 4 8.72% 증가
352
BRC
Blue Ridge Capital
New York
US$2.79억 -US$3467만 1 3.1% 축소
353
YCMGA
York Capital Management Global Advisors
New York
US$2.78억 +US$2.61억 2 4.12% 신규
354
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$2.77억 -US$1956만 12 2.31% 축소
355
Abrams Capital Management
Abrams Capital Management
Massachusetts
US$2.76억 US$0 1 15.11% 유지됨
356
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
US$2.71억 -US$2.52억 3 1.72% 축소
357
London Company of Virginia
London Company of Virginia
Virginia
US$2.71억 +US$1843만 5 2.34% 증가
358
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
US$2.71억 +US$5491만 8 3.15% 증가
359
BHF Kleinwort Benson Group
BHF Kleinwort Benson Group
Belgium
US$2.69억 +US$2.16억 8 6.17% 증가
360
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$2.68억 -US$482만 11 6.31% 축소
361
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$2.68억 +US$1.01억 9 5.33% 증가
362
Victory Capital Management
Victory Capital Management
Texas
US$2.66억 -US$1.4억 13 1.11% 축소
363
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$2.65억 +US$4333만 12 7.64% 증가
364
CI Global Investments
CI Global Investments
California
US$2.65억 +US$5756만 2 5.74% 증가
365
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
US$2.64억 +US$7635만 8 7.03% 증가
366
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$2.61억 +US$556만 3 7.67% 증가
367
Utah Retirement Systems
Utah Retirement Systems
Utah
US$2.6억 +US$619만 11 7.04% 증가
368
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$2.58억 +US$4864만 9 8.52% 증가
369
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$2.56억 +US$2313만 8 4.75% 증가
370
Nicholas Company
Nicholas Company
Wisconsin
US$2.56억 +US$3864만 4 4.79% 증가
371
TP
Thunderbird Partners
United Kingdom
US$2.55억 +US$2.42억 2 58.78% 신규
372
HL Financial Services
HL Financial Services
Kentucky
US$2.54억 +US$381만 8 6.49% 증가
373
MC
Montag & Caldwell
Georgia
US$2.54억 -US$5068만 3 4.69% 축소
374
Bain Capital Public Equity Management
Bain Capital Public Equity Management
Massachusetts
US$2.54억 +US$2080만 2 7.28% 증가
375
Everett Harris & Co
Everett Harris & Co
California
US$2.54억 +US$1174만 6 8.85% 증가