← 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
601
Coldstream Capital Management
Coldstream Capital Management
Washington
US$2.5억 -US$3663만 8 9.72% 축소
602
MCMC
Matrix Capital Management Company
New Hampshire
US$2.49억 +US$3915만 1 5.64% 증가
603
Meyer Handelman Company
Meyer Handelman Company
New York
US$2.47억 +US$374만 7 10.6% 증가
604
JC
Joho Capital
New York
US$2.45억 -US$3655만 2 56.1% 축소
605
Bridgewater Associates
Bridgewater Associates
Connecticut
US$2.45억 -US$6.82억 16 1.04% 축소
606
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$2.45억 -US$1322만 12 11.8% 축소
607
GAM Holding
GAM Holding
Switzerland
US$2.44억 -US$7539만 10 16.26% 축소
608
Gates Foundation Trust
Gates Foundation Trust
Washington
US$2.43억 US$0 1 1.37% 유지됨
609
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
US$2.42억 +US$352만 13 10.48% 증가
610
HHLR Advisors
HHLR Advisors
Cayman Islands
US$2.4억 +US$2.04억 4 5.15% 증가
611
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
US$2.4억 +US$1238만 17 2.33% 증가
612
Saturna Capital
Saturna Capital
Washington
US$2.4억 +US$17만 5 5.68% 증가
613
RWWM Inc
RWWM Inc
California
US$2.4억 -US$9049만 3 31.92% 축소
614
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
US$2.39억 +US$1179만 5 14.16% 증가
615
Salem Investment Counselors
Salem Investment Counselors
North Carolina
US$2.39억 +US$488만 22 10.88% 증가
616
Cannell & Spears
Cannell & Spears
New York
US$2.38억 -US$1274만 9 21.44% 축소
617
Greenwoods Asset Management (HK)
Greenwoods Asset Management (HK)
Hong Kong
US$2.38억 +US$4837만 3 10.59% 증가
618
Select Equity Group
Select Equity Group
New York
US$2.38억 +US$3447만 2 0.76% 증가
619
Capitolis Advisors
Capitolis Advisors
New York
US$2.37억 -US$1.01억 4 12.41% 축소
620
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
US$2.36억 +US$9995만 8 9.73% 증가
621
Inverness Counsel
Inverness Counsel
New York
US$2.36억 -US$829만 7 13.24% 축소
622
River Road Asset Management
River Road Asset Management
Kentucky
US$2.34억 -US$3793만 3 3.28% 축소
623
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
US$2.33억 -US$320만 4 15.09% 축소
624
Covington Capital Management
Covington Capital Management
California
US$2.33억 +US$4656만 17 9.45% 증가
625
Madison Asset Management
Madison Asset Management
Wisconsin
US$2.32억 +US$6052만 7 3.63% 증가