← 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
First Pacific Advisors
First Pacific Advisors
California
US$10.8억 -US$1.11억 3 14.95% 축소
352
Bridges Investment Management
Bridges Investment Management
Nebraska
US$10.7억 -US$1142만 6 14.94% 축소
353
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$10.7억 +US$595만 6 11.02% 증가
354
Third Point
Third Point
New York
US$10.6억 -US$9.2억 2 14.32% 축소
355
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$10.6억 +US$2763만 15 11.24% 증가
356
Two Sigma Investments
Two Sigma Investments
New York
US$10.6억 +US$1.25억 27 2.32% 증가
357
IEQ Capital
IEQ Capital
California
US$10.5억 +US$6316만 21 12.86% 증가
358
New York Life Investment Management
New York Life Investment Management
New York
US$10.5억 -US$2272만 14 10.17% 축소
359
Champlain Investment Partners
Champlain Investment Partners
Vermont
US$10.5억 -US$1358만 4 6.32% 축소
360
AGF Management
AGF Management
Ontario, Canada
US$10.4억 +US$672만 8 5.26% 증가
361
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
US$10.4억 -US$5887만 7 27.44% 축소
362
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
US$10.2억 -US$705만 20 16.46% 축소
363
Brighton Jones LLC
Brighton Jones LLC
Washington
US$10.1억 -US$2.22억 12 38.1% 축소
364
GRQ
Gardner Russo & Quinn
Pennsylvania
US$10.1억 -US$3662만 4 10.35% 축소
365
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$10.1억 +US$3187만 6 9.8% 증가
366
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10억 -US$3.93억 3 10.29% 축소
367
John W. Bristol & Co
John W. Bristol & Co
New York
US$10억 -US$82.5만 5 15.97% 축소
368
HRT Financial
HRT Financial
New York
US$10억 +US$5.61억 13 4.96% 증가
369
Bain Capital Investors
Bain Capital Investors
Massachusetts
US$10억 +US$9.26억 1 26.12% 신규
370
Capital Wealth Planning
Capital Wealth Planning
Florida
US$9.9억 +US$1.02억 6 9.25% 증가
371
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$9.8억 -US$2.55억 3 13.34% 축소
372
LSV Asset Management
LSV Asset Management
Illinois
US$9.7억 -US$1.03억 8 2.07% 축소
373
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
US$9.7억 +US$747만 7 11.34% 증가
374
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
US$9.6억 -US$4425만 4 8.56% 축소
375
Yousif Capital Management
Yousif Capital Management
Michigan
US$9.6억 -US$830만 18 10.42% 축소