← 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
576
Hyperion Asset Management
Hyperion Asset Management
Australia
US$2.45억 +US$763만 4 34.29% 증가
577
Rafferty Asset Management
Rafferty Asset Management
New York
US$2.44억 +US$1.58억 14 3.44% 증가
578
People's United Financial
People's United Financial
Connecticut
US$2.43억 -US$464만 12 7.09% 축소
579
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$2.42억 -US$1885만 6 15.26% 축소
580
Cambridge Trust
Cambridge Trust
Massachusetts
US$2.41억 -US$229만 7 12.67% 축소
581
NS Partners
NS Partners
United Kingdom
US$2.41억 +US$927만 5 17.83% 증가
582
Matthews International Capital Management
Matthews International Capital Management
California
US$2.39억 -US$5.4억 2 18.58% 축소
583
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
US$2.38억 +US$47.4만 1 45.1% 신규
584
Sentry Investment Management
Sentry Investment Management
Wisconsin
US$2.36억 -US$2315만 11 14.37% 축소
585
Oakmont Corp
Oakmont Corp
California
US$2.35억 -US$16.9만 2 30.68% 축소
586
BWA
Brave Warrior Advisors
New York
US$2.35억 -US$1560만 2 11.68% 축소
587
Synovus Financial
Synovus Financial
Georgia
US$2.34억 -US$6019만 19 3.4% 축소
588
Origin Asset Management
Origin Asset Management
United Kingdom
US$2.34억 +US$529만 4 34.36% 증가
589
Gotham Asset Management
Gotham Asset Management
New York
US$2.29억 +US$6042만 13 6.86% 증가
590
Montag & Caldwell
Montag & Caldwell
Georgia
US$2.29억 -US$4736만 5 15.16% 축소
591
HMI Capital Management
HMI Capital Management
California
US$2.28억 -US$202만 1 10.88% 축소
592
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
US$2.27억 +US$2143만 2 1.87% 증가
593
Cambiar Investors
Cambiar Investors
Colorado
US$2.26억 +US$7044만 4 10.36% 증가
594
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
US$2.26억 +US$448만 2 11.05% 증가
595
GW&K Investment Management
GW&K Investment Management
Massachusetts
US$2.25억 +US$910만 4 3.16% 증가
596
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
US$2.25억 +US$371만 3 16.08% 증가
597
Munro Partners
Munro Partners
Australia
US$2.25억 +US$1965만 3 25.38% 증가
598
Wealthfront Advisers
Wealthfront Advisers
California
US$2.25억 +US$590만 9 1.74% 증가
599
Bain Capital Public Equity Management II
Bain Capital Public Equity Management II
Massachusetts
US$2.24억 +US$6853만 3 17.24% 증가
600
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
US$2.23억 US$0 2 7.49% 유지됨