← 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
451
DCM
Dupont Capital Management
Delaware
US$2.88억 -US$1046만 11 6.81% 축소
452
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
US$2.87억 -US$330만 3 43.5% 축소
453
R.H. Bluestein & Co
R.H. Bluestein & Co
Michigan
US$2.87억 +US$3389만 6 14.8% 증가
454
Sawgrass Asset Management
Sawgrass Asset Management
Florida
US$2.87억 +US$814만 6 12.81% 증가
455
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$2.87억 +US$4573만 1 8.74% 증가
456
ACM
Atlanta Capital Management
Georgia
US$2.86억 +US$125만 2 1.44% 증가
457
FC
Fairpointe Capital
Illinois
US$2.85억 -US$1.14억 4 6.64% 축소
458
Ariel Investments
Ariel Investments
Illinois
US$2.84억 +US$326만 2 3.18% 증가
459
Tweedy, Browne Co
Tweedy, Browne Co
Connecticut
US$2.83억 -US$428만 2 8.79% 축소
460
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$2.79억 +US$2977만 13 3.76% 증가
461
DCP
Darsana Capital Partners
New York
US$2.79억 -US$5403만 1 8.72% 축소
462
TCM
Tybourne Capital Management
Hong Kong
US$2.79억 -US$8120만 1 12.45% 축소
463
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
US$2.76억 -US$847만 7 2.52% 축소
464
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$2.76억 +US$241만 16 1.54% 증가
465
Ninety One North America
Ninety One North America
New York
US$2.75억 -US$951만 8 19.71% 축소
466
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
US$2.71억 +US$650만 9 9.7% 증가
467
Beck Mack & Oliver
Beck Mack & Oliver
New York
US$2.7억 -US$398만 6 9.06% 축소
468
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$2.69억 +US$1055만 17 2.84% 증가
469
CI Global Investments
CI Global Investments
California
US$2.68억 +US$4899만 3 4.32% 증가
470
Ceredex Value Advisors
Ceredex Value Advisors
Florida
US$2.68억 +US$4124만 3 3.06% 증가
471
Elliott Management
Elliott Management
New York
US$2.67억 +US$1.13억 2 1.32% 증가
472
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
US$2.65억 -US$2443만 14 7.59% 축소
473
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$2.62억 +US$1.66억 11 3.69% 증가
474
Dorsal Capital Management
Dorsal Capital Management
California
US$2.61억 -US$5565만 2 13.26% 축소
475
Congress Asset Management
Congress Asset Management
Massachusetts
US$2.6억 +US$455만 5 3.58% 증가