← 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
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$12억 -US$1.33억 5 14.22% 축소
352
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$11.9억 +US$1.89억 3 24.28% 증가
353
First Pacific Advisors
First Pacific Advisors
California
US$11.9억 -US$4325만 3 17.04% 축소
354
H&H International Investment
H&H International Investment
California
US$11.8억 -US$2.29억 2 8.13% 축소
355
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$11.8억 -US$5.18억 12 4.42% 축소
356
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$11.7억 -US$618만 6 10.02% 축소
357
Zacks Investment Management
Zacks Investment Management
Illinois
US$11.7억 -US$3303만 13 10.86% 축소
358
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
US$11.7억 +US$11.3억 26 11.34% 신규
359
Guggenheim Capital
Guggenheim Capital
Illinois
US$11.6억 -US$3961만 18 9.38% 축소
360
Empower Advisory Group
Empower Advisory Group
Colorado
US$11.4억 -US$7674만 11 3.85% 축소
361
Bridges Investment Management
Bridges Investment Management
Nebraska
US$11.4억 -US$2295만 6 15.91% 축소
362
Banque Transatlantique
Banque Transatlantique
France
US$11.4억 +US$11.7억 9 28.93% 신규
363
New York Life Investment Management
New York Life Investment Management
New York
US$11.3억 +US$1834만 14 11.07% 증가
364
Renaissance Technologies
Renaissance Technologies
New York
US$11.3억 -US$8.25억 23 1.67% 축소
365
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
US$11.2억 -US$4504만 5 20.94% 축소
366
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
US$11.2억 -US$1.88억 8 8.48% 축소
367
Jefferies Financial Group
Jefferies Financial Group
New York
US$11.1억 +US$10억 14 6.67% 증가
368
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$11.1억 -US$3249만 6 12.01% 축소
369
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
US$10.9억 -US$1.27억 5 13.52% 축소
370
Cresset Asset Management
Cresset Asset Management
Illinois
US$10.9억 -US$5.9억 20 5.18% 축소
371
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$10.8억 -US$4220만 14 12.12% 축소
372
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$10.8억 +US$2770만 2 23.01% 증가
373
Verition Fund Management
Verition Fund Management
Connecticut
US$10.8억 +US$4.19억 28 4.28% 증가
374
GRQ
Gardner Russo & Quinn
Pennsylvania
US$10.8억 -US$6321만 4 12.21% 축소
375
John W. Bristol & Co
John W. Bristol & Co
New York
US$10.7억 -US$2403만 5 17.62% 축소