← 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
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
US$15.4억 +US$3850만 24 15.06% 증가
352
VanEck Associates
VanEck Associates
New York
US$15.3억 +US$415만 18 1.26% 증가
353
Maverick Capital
Maverick Capital
Texas
US$15.1억 +US$4.1억 4 16.25% 증가
354
Whittier Trust
Whittier Trust
California
US$14.9억 +US$5032만 18 16.12% 증가
355
Rakuten Investment Management
Rakuten Investment Management
Japan
US$14.9억 +US$9.22억 16 5.01% 증가
356
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$14.8억 -US$2.72억 2 15.85% 축소
357
LSV Asset Management
LSV Asset Management
Illinois
US$14.7억 +US$4581만 13 3.21% 증가
358
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
US$14.7억 +US$3614만 7 16.56% 증가
359
Banco Santander
Banco Santander
Spain
US$14.6억 +US$2.03억 11 10.96% 증가
360
Zacks Investment Management
Zacks Investment Management
Illinois
US$14.5억 -US$3841만 17 11.42% 축소
361
&Partners
&Partners
Tennessee
US$14.5억 +US$2.89억 21 7.59% 증가
362
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$14.5억 +US$4.17억 4 4.83% 증가
363
ABN AMRO Bank
ABN AMRO Bank
Netherlands
US$14.4억 +US$1.55억 8 13.55% 증가
364
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
US$14.4억 +US$1.7억 12 12.47% 증가
365
QRG Capital Management
QRG Capital Management
Illinois
US$14.4억 +US$8402만 16 16.01% 증가
366
New York Life Investment Management
New York Life Investment Management
New York
US$14.3억 +US$4300만 14 12.32% 증가
367
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$14.2억 +US$7696만 9 4.69% 증가
368
Comgest Global Investors
Comgest Global Investors
France
US$14.2억 -US$2007만 4 25.32% 축소
369
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$14.2억 +US$1525만 2 36.19% 증가
370
EQF
Evergreen Quality Fund
Cayman Islands
US$14.1억 +US$726만 1 27.86% 증가
371
Jensen Investment Management
Jensen Investment Management
Oregon
US$14.1억 +US$8452만 4 22.14% 증가
372
H&H International Investment
H&H International Investment
California
US$13.9억 +US$2.99억 4 7.97% 증가
373
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
US$13.9억 -US$4200만 3 24.51% 축소
374
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
US$13.9억 +US$140만 16 16.14% 증가
375
SCGE Management
SCGE Management
California
US$13.9억 +US$2.35억 4 31.59% 증가