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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
376
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$4.4억 +US$2620만 19 1.7% 증가
377
Mutual of America Capital Management
Mutual of America Capital Management
New York
US$4.34억 -US$160만 14 7.27% 축소
378
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
US$4.32억 +US$2.58억 3 11.89% 증가
379
Huntington National Bank
Huntington National Bank
Ohio
US$4.29억 +US$2433만 16 8.03% 증가
380
Castle Hook Partners
Castle Hook Partners
New York
US$4.27억 +US$2.15억 5 43.36% 증가
381
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
US$4.26억 -US$5596만 2 14.91% 축소
382
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$4.24억 +US$5822만 2 16.83% 증가
383
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$4.23억 +US$114만 11 10.51% 증가
384
Mason Street Advisors
Mason Street Advisors
Wisconsin
US$4.23억 US$0 12 9.72% 유지됨
385
Provident Trust Company
Provident Trust Company
Wisconsin
US$4.21억 -US$559만 3 15.96% 축소
386
Tybourne Capital Management
Tybourne Capital Management
Hong Kong
US$4.2억 -US$5.34억 2 15.36% 축소
387
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
US$4.2억 +US$8103만 16 9.75% 증가
388
Martingale Asset Management
Martingale Asset Management
Massachusetts
US$4.19억 -US$3167만 8 5.57% 축소
389
Third Point
Third Point
New York
US$4.19억 +US$2.81억 1 6.69% 증가
390
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
US$4.13억 -US$842만 6 24.04% 축소
391
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$4.05억 +US$506만 8 10.65% 증가
392
Evercore Wealth Management
Evercore Wealth Management
New York
US$4.04억 -US$69.7만 6 13.31% 축소
393
Morningstar Investment Services
Morningstar Investment Services
Illinois
US$4.03억 +US$1789만 6 7.34% 증가
394
Homestead Advisers
Homestead Advisers
Virginia
US$4.03억 -US$2932만 3 11.87% 축소
395
Mar Vista Investment Partners
Mar Vista Investment Partners
California
US$4.02억 -US$4767만 5 12.22% 축소
396
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$3.97억 +US$1억 13 14.12% 증가
397
TT International Asset Management
TT International Asset Management
United Kingdom
US$3.95억 +US$4.3억 4 38.79% 신규
398
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
US$3.91억 -US$1809만 11 7.94% 축소
399
Mariner
Mariner
Kansas
US$3.9억 +US$6434만 11 4.88% 증가
400
HHLR Advisors
HHLR Advisors
Cayman Islands
US$3.85억 US$0 1 5.19% 유지됨