← 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
Holocene Advisors
Holocene Advisors
New York
US$2.51억 -US$9428만 8 4.04% 축소
452
HS Management Partners
HS Management Partners
New York
US$2.47억 +US$6618만 2 8.79% 증가
453
Morningstar Investment Services
Morningstar Investment Services
Illinois
US$2.46억 +US$4226만 5 4.82% 증가
454
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
US$2.45억 +US$568만 15 5.55% 증가
455
TIAA FSB
TIAA FSB
Florida
US$2.44억 +US$2289만 10 1.38% 증가
456
Beck Mack & Oliver
Beck Mack & Oliver
New York
US$2.44억 -US$1017만 6 9.78% 축소
457
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
US$2.43억 +US$4976만 2 24.69% 증가
458
Sound Shore Management
Sound Shore Management
Connecticut
US$2.42억 -US$4611만 2 4.99% 축소
459
Sachem Head Capital Management
Sachem Head Capital Management
New York
US$2.42억 -US$3.03억 1 14.78% 축소
460
Gabelli Funds
Gabelli Funds
New York
US$2.42억 -US$231만 9 1.66% 축소
461
Securian Asset Management
Securian Asset Management
Minnesota
US$2.4억 +US$112만 11 6.44% 증가
462
Congress Asset Management
Congress Asset Management
Massachusetts
US$2.39억 +US$16.5만 6 3.6% 증가
463
Coronation Fund Managers
Coronation Fund Managers
South Africa
US$2.38억 +US$1.4억 5 11.39% 증가
464
Comgest Global Investors
Comgest Global Investors
France
US$2.37억 -US$4298만 5 5.86% 축소
465
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$2.35억 -US$53.2만 6 5% 축소
466
Truist Financial
Truist Financial
North Carolina
US$2.34억 +US$318만 13 4.8% 증가
467
ROIC
Route One Investment Company
California
US$2.34억 +US$7015만 2 8.48% 증가
468
Rheos Capital Works
Rheos Capital Works
Japan
US$2.31억 US$0 3 34.46% 유지됨
469
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$2.29억 -US$3053만 1 8.29% 축소
470
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
US$2.29억 -US$1057만 8 9.23% 축소
471
SVB Wealth
SVB Wealth
Massachusetts
US$2.28억 -US$805만 9 9.74% 축소
472
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
US$2.27억 +US$1621만 13 7.97% 증가
473
Sawgrass Asset Management
Sawgrass Asset Management
Florida
US$2.27억 -US$390만 6 11.46% 축소
474
Fiduciary Trust
Fiduciary Trust
Massachusetts
US$2.27억 +US$34.9만 9 6.95% 증가
475
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$2.24억 -US$1334만 5 17.74% 축소