← 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
376
QRG Capital Management
QRG Capital Management
Illinois
US$12.9억 -US$4.26억 16 15.64% 축소
377
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$12.9억 -US$2593만 7 12.55% 축소
378
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$12.8억 -US$4132만 9 13.09% 축소
379
Bridges Investment Management
Bridges Investment Management
Nebraska
US$12.8억 -US$1930만 7 16.34% 축소
380
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$12.7억 +US$4.25억 13 4.22% 증가
381
First Pacific Advisors
First Pacific Advisors
California
US$12.7억 -US$3736만 3 17.49% 축소
382
ABN AMRO Bank
ABN AMRO Bank
Netherlands
US$12.7억 +US$2.58억 8 12.44% 증가
383
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$12.6억 -US$2569만 18 12.91% 축소
384
Jensen Investment Management
Jensen Investment Management
Oregon
US$12.6억 -US$1.49억 3 15.67% 축소
385
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
US$12.6억 +US$972만 26 8.22% 증가
386
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
US$12.6억 +US$1190만 8 17.27% 증가
387
Viking Global Investors
Viking Global Investors
Connecticut
US$12.6억 +US$3.84억 1 3.27% 증가
388
Voloridge Investment Management
Voloridge Investment Management
Florida
US$12.6억 +US$2.11억 10 4.22% 증가
389
Voyager Global Management
Voyager Global Management
New York
US$12.5억 -US$930만 3 36.65% 축소
390
Carmignac Gestion
Carmignac Gestion
France
US$12.5억 -US$1.25억 4 18.58% 축소
391
Achmea Investment Management
Achmea Investment Management
Netherlands
US$12.5억 -US$1087만 10 15.5% 축소
392
Regions Financial Corp
Regions Financial Corp
Alabama
US$12.5억 +US$26.1만 11 8.11% 증가
393
Lone Pine Capital
Lone Pine Capital
Connecticut
US$12.4억 -US$8.33억 2 9.05% 축소
394
Kestra Advisory Services
Kestra Advisory Services
Texas
US$12.3억 +US$9008만 24 5.62% 증가
395
Lazard Frères Gestion
Lazard Frères Gestion
France
US$12.3억 +US$1492만 7 23.37% 증가
396
LSV Asset Management
LSV Asset Management
Illinois
US$12.2억 +US$4.27억 13 2.69% 증가
397
Himalaya Capital Management
Himalaya Capital Management
Washington
US$12.2억 US$0 2 37.62% 유지됨
398
Banco Santander
Banco Santander
Spain
US$12.1억 +US$8768만 11 10.76% 증가
399
Saturna Capital
Saturna Capital
Washington
US$12억 -US$29.7만 6 15.49% 축소
400
MAI Capital Management
MAI Capital Management
Ohio
US$12억 +US$232만 27 7.45% 증가