← 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
676
ROIC
Route One Investment Company
California
US$4.79억 -US$5268만 2 17.79% 축소
677
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
US$4.79억 -US$1.52억 24 5.23% 축소
678
Clearstead Advisors
Clearstead Advisors
Ohio
US$4.78억 +US$1669만 31 6.03% 증가
679
SRS Investment Management
SRS Investment Management
New York
US$4.78억 +US$2.19억 2 5.03% 증가
680
Perpetual Ltd
Perpetual Ltd
Australia
US$4.77억 -US$1.04억 10 6.9% 축소
681
Champlain Investment Partners
Champlain Investment Partners
Vermont
US$4.77억 -US$3.1억 4 4.83% 축소
682
Covea Finance
Covea Finance
France
US$4.77억 +US$5284만 4 15.71% 증가
683
Chilton Capital Management
Chilton Capital Management
Texas
US$4.77억 -US$3104만 11 16.39% 축소
684
Cryder Capital Partners
Cryder Capital Partners
United Kingdom
US$4.75억 -US$5075만 2 28.07% 축소
685
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
US$4.75억 +US$1.95억 6 15.86% 증가
686
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
US$4.74억 -US$755만 8 13.81% 축소
687
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
US$4.71억 -US$19.1억 9 10.43% 축소
688
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
US$4.71억 -US$1463만 20 12.11% 축소
689
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$4.7억 -US$1.78억 2 1.4% 축소
690
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS
Pennsylvania
US$4.7억 -US$1215만 5 19.38% 축소
691
Alpha Cubed Investments
Alpha Cubed Investments
California
US$4.7억 +US$1939만 10 16.09% 증가
692
Bailard
Bailard
California
US$4.67억 -US$2199만 11 10.33% 축소
693
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
US$4.66억 +US$6443만 15 18.14% 증가
694
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
US$4.65억 +US$411만 15 5.67% 증가
695
Situational Awareness
Situational Awareness
California
US$4.65억 +US$2.45억 2 8.42% 증가
696
Miracle Mile Advisors
Miracle Mile Advisors
California
US$4.64억 +US$1284만 14 6.65% 증가
697
BG
Bollard Group
Massachusetts
US$4.62억 -US$3943만 8 11.53% 축소
698
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$4.61억 +US$664만 13 13.77% 증가
699
Greenleaf Trust
Greenleaf Trust
Michigan
US$4.6억 -US$517만 12 4.22% 축소
700
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$4.58억 -US$1.11억 3 2.34% 축소