← 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
476
Oppenheimer & Co
Oppenheimer & Co
New York
US$2.38억 +US$993만 13 6.12% 증가
477
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$2.37억 +US$2086만 15 2.68% 증가
478
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$2.37억 +US$714만 5 17.35% 증가
479
Hitchwood Capital Management
Hitchwood Capital Management
New York
US$2.37억 -US$732만 4 11.54% 축소
480
KM
Kylin Management
New York
US$2.35억 +US$2787만 1 41.74% 증가
481
Cisco Systems
Cisco Systems
California
US$2.33억 -US$7619만 1 36.56% 축소
482
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
US$2.33억 -US$3756만 4 16.94% 축소
483
Truist Financial
Truist Financial
North Carolina
US$2.33억 +US$317만 11 4.44% 증가
484
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$2.33억 +US$1519만 18 3.62% 증가
485
Securian Asset Management
Securian Asset Management
Minnesota
US$2.32억 -US$6.68만 11 5.96% 축소
486
Gabelli Funds
Gabelli Funds
New York
US$2.32억 -US$888만 10 1.39% 축소
487
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$2.31억 -US$8.55만 13 3.2% 축소
488
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$2.3억 -US$77.5만 7 4.6% 축소
489
Corvex Management
Corvex Management
New York
US$2.29억 +US$4472만 3 10.36% 증가
490
GAM Holding
GAM Holding
Switzerland
US$2.29억 -US$3115만 13 8.07% 축소
491
SVB Wealth
SVB Wealth
Massachusetts
US$2.29억 -US$298만 9 8.77% 축소
492
Congress Asset Management
Congress Asset Management
Massachusetts
US$2.28억 -US$505만 5 3.21% 축소
493
British Airways Pensions Investment Management
British Airways Pensions Investment Management
United Kingdom
US$2.28억 -US$398만 7 8.04% 축소
494
HS Management Partners
HS Management Partners
New York
US$2.28억 -US$2.09억 2 7.22% 축소
495
R.H. Bluestein & Co
R.H. Bluestein & Co
Michigan
US$2.28억 +US$1078만 6 12.48% 증가
496
Fiduciary Trust
Fiduciary Trust
Massachusetts
US$2.28억 -US$122만 9 7.03% 축소
497
Light Street Capital Management
Light Street Capital Management
California
US$2.26억 +US$5261만 4 18.56% 증가
498
ROIC
Route One Investment Company
California
US$2.24억 -US$7256만 3 9.62% 축소
499
Crossmark Global Holdings
Crossmark Global Holdings
Texas
US$2.24억 -US$2775만 13 5.79% 축소
500
Broad Run Investment Management
Broad Run Investment Management
Virginia
US$2.24억 +US$250만 2 7.26% 증가