← 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
126
HCM
Highfields Capital Management
Massachusetts
US$12.1억 +US$2.06억 4 10.63% 증가
127
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$11.9억 +US$2.39억 8 6.24% 증가
128
Millennium Management
Millennium Management
New York
US$11.5억 +US$6.63억 12 2.23% 증가
129
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$11.2억 +US$4374만 8 7% 증가
130
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$11.2억 +US$4070만 2 14.2% 증가
131
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$11억 +US$1244만 10 5.78% 증가
132
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$10.9억 +US$9789만 2 10.61% 증가
133
Coatue Management
Coatue Management
New York
US$10.8억 -US$2.73억 5 12.17% 축소
134
Macquarie Group
Macquarie Group
Australia
US$10.7억 +US$6849만 12 2.3% 증가
135
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$10.4억 -US$5243만 5 5.58% 축소
136
GE
General Electric
Ohio
US$10.3억 -US$331만 8 2.44% 축소
137
Generation Investment Management
Generation Investment Management
United Kingdom
US$10.2억 -US$1.81억 2 14.77% 축소
138
AWM
Ashmore Wealth Management
Delaware
US$10.1억 +US$1144만 4 22.79% 증가
139
Canada Life
Canada Life
Manitoba, Canada
US$9.8억 +US$3221만 10 3.85% 증가
140
Discovery Capital Management
Discovery Capital Management
Connecticut
US$9.8억 +US$4.86억 6 10.88% 증가
141
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$9.5억 +US$6076만 2 8.03% 증가
142
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$9.37억 -US$2697만 5 4.81% 축소
143
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$9.23억 +US$481만 10 4.06% 증가
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$9.22억 +US$497만 11 5.85% 증가
145
Nationwide Fund Advisors
Nationwide Fund Advisors
Ohio
US$9.19억 +US$71.6만 12 4.12% 증가
146
abrdn Investment Management
abrdn Investment Management
United Kingdom
US$9.07억 +US$1.9억 3 3.89% 증가
147
Wellcome Trust
Wellcome Trust
United Kingdom
US$8.62억 +US$665만 4 19.06% 증가
148
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$8.59억 -US$6억 6 3.52% 축소
149
Marsico Capital Management
Marsico Capital Management
Colorado
US$8.52억 +US$7.19억 3 8.88% 증가
150
Pzena Investment Management
Pzena Investment Management
New York
US$8.5억 -US$3261만 2 5.41% 축소