← 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
501
Oppenheimer & Co
Oppenheimer & Co
New York
US$8.65억 +US$975만 23 9.24% 증가
502
C WorldWide Group
C WorldWide Group
Denmark
US$8.64억 -US$2.69억 3 20.83% 축소
503
Waverly Advisors
Waverly Advisors
Alabama
US$8.6억 +US$1.63억 21 4.99% 증가
504
Third Point
Third Point
New York
US$8.6억 +US$3.34억 4 18.37% 증가
505
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
US$8.58억 +US$3180만 3 12.65% 증가
506
Optiver Holding
Optiver Holding
Netherlands
US$8.58억 +US$6.19억 16 0.23% 증가
507
TC
Torno Capital
Massachusetts
US$8.56억 +US$6.81억 3 24.68% 증가
508
Cannell & Spears
Cannell & Spears
New York
US$8.52억 -US$4039만 8 15.16% 축소
509
Apollo Management Holdings
Apollo Management Holdings
New York
US$8.47억 +US$23.2만 4 9.47% 증가
510
Caxton Associates (UK)
Caxton Associates (UK)
US$8.46억 +US$1.15억 12 15.87% 증가
511
Carmignac Gestion
Carmignac Gestion
France
US$8.45억 -US$5183만 3 10.97% 축소
512
Meritage Group
Meritage Group
California
US$8.45억 -US$7518만 2 32.54% 축소
513
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
US$8.39억 -US$455만 12 9.64% 축소
514
RK Capital Management (Florida)
RK Capital Management (Florida)
Florida
US$8.38억 +US$8.92억 4 7.74% 증가
515
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
US$8.31억 -US$2654만 16 9.37% 축소
516
Jensen Investment Management
Jensen Investment Management
Oregon
US$8.28억 -US$4.52억 4 20.08% 축소
517
Hood River Capital Management
Hood River Capital Management
Florida
US$8.22억 +US$2.02억 5 5.96% 증가
518
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
US$8.18억 -US$1381만 17 12.13% 축소
519
Coldstream Capital Management
Coldstream Capital Management
Washington
US$8.14억 -US$3241만 18 10.19% 축소
520
Citizens Financial Group
Citizens Financial Group
Rhode Island
US$8.05억 +US$2986만 20 9.7% 증가
521
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$8.03억 -US$1.03억 15 10.3% 축소
522
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
US$8.02억 +US$9086만 12 9.56% 증가
523
IMC Chicago
IMC Chicago
Illinois
US$7.99억 +US$3.62억 27 0.19% 증가
524
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$7.95억 -US$2.5억 3 24.21% 축소
525
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
US$7.93억 -US$1969만 5 17.92% 축소