← 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
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$2.3억 -US$563만 11 9.97% 축소
502
JC
Joho Capital
New York
US$2.29억 +US$4842만 2 35.06% 증가
503
Tredje AP-fonden
Tredje AP-fonden
Sweden
US$2.29억 +US$1466만 11 10.93% 증가
504
MML Investors Services
MML Investors Services
Massachusetts
US$2.29억 +US$1598만 17 3.28% 증가
505
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
US$2.29억 -US$1481만 8 7.59% 축소
506
Brighton Jones LLC
Brighton Jones LLC
Washington
US$2.27억 +US$159만 9 26.49% 증가
507
DCP
Darsana Capital Partners
New York
US$2.27억 +US$4038만 1 7.37% 증가
508
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$2.27억 -US$1582만 1 8.75% 축소
509
GVI
Green Valley Investors
Delaware
US$2.26억 -US$3708만 1 12.85% 축소
510
Mirova
Mirova
France
US$2.26억 +US$2.11억 6 19.97% 증가
511
GMT Capital
GMT Capital
Georgia
US$2.26억 -US$158만 3 7.88% 축소
512
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
US$2.26억 +US$1.09억 7 10.21% 증가
513
Prio Wealth Limited Partnership
Prio Wealth Limited Partnership
Massachusetts
US$2.26억 -US$230만 7 10.35% 축소
514
WMC
Westwood Management Corporation
Illinois
US$2.25억 -US$211만 5 28.89% 축소
515
BG
Bollard Group
Massachusetts
US$2.25억 +US$126만 11 7.74% 증가
516
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
US$2.23억 +US$684만 7 8.98% 증가
517
Luxor Capital Group
Luxor Capital Group
New York
US$2.23억 +US$1.46억 4 9.1% 증가
518
Confluence Investment Management
Confluence Investment Management
Missouri
US$2.23억 -US$359만 7 3.56% 축소
519
Segantii Capital Management
Segantii Capital Management
Hong Kong
US$2.22억 +US$1.98억 3 19.61% 증가
520
MUFG Americas
MUFG Americas
New York
US$2.2억 +US$108만 11 6.18% 증가
521
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$2.2억 +US$1604만 13 3.73% 증가
522
RIM
Redpoint Investment Management
Australia
US$2.2억 -US$1869만 12 11.61% 축소
523
Bridges Investment Management
Bridges Investment Management
Nebraska
US$2.2억 +US$1122만 8 8.42% 증가
524
Harvest Fund Management
Harvest Fund Management
China
US$2.19억 -US$1361만 7 25.87% 축소
525
Southeastern Asset Management
Southeastern Asset Management
Tennessee
US$2.19억 -US$1.19억 1 3.59% 축소