← 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
176
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$7.16억 +US$4686만 4 7.97% 증가
177
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$7.1억 -US$1.42억 4 2.95% 축소
178
Capital Guardian Trust
Capital Guardian Trust
California
US$7.01억 +US$1976만 9 4.99% 증가
179
Guggenheim Capital
Guggenheim Capital
Illinois
US$6.98억 -US$1319만 12 1.67% 축소
180
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
US$6.95억 +US$114만 10 5% 증가
181
Appaloosa Management
Appaloosa Management
Florida
US$6.92억 +US$6511만 2 10.2% 증가
182
Longview Partners
Longview Partners
Guernsey
US$6.85억 -US$1149만 1 5.45% 축소
183
First Manhattan
First Manhattan
New York
US$6.8억 +US$629만 9 3.95% 증가
184
Ruffer LLP
Ruffer LLP
United Kingdom
US$6.74억 -US$1.21억 4 24.14% 축소
185
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$6.71억 -US$3739만 9 3.83% 축소
186
Polen Capital Management
Polen Capital Management
Florida
US$6.65억 -US$2228만 2 14.95% 축소
187
SH
SeaTown Holdings
Singapore
US$6.62억 +US$6.69억 1 77.19% 신규
188
KeyBank National Association
KeyBank National Association
Ohio
US$6.57억 -US$2764만 9 4.5% 축소
189
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$6.51억 +US$1.01억 9 4.24% 증가
190
PIM
Platinum Investment Management
Australia
US$6.45억 -US$1602만 4 13.13% 축소
191
Korea Investment Corp
Korea Investment Corp
South Korea
US$6.41억 -US$2631만 8 5.23% 축소
192
Third Point
Third Point
New York
US$6.4억 +US$6.47억 1 7.34% 신규
193
AMP Capital Investors
AMP Capital Investors
Australia
US$6.39억 -US$3269만 11 4.03% 축소
194
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
US$6.34억 -US$1572만 1 3.41% 축소
195
Coatue Management
Coatue Management
New York
US$6.29억 +US$1.33억 5 6.43% 증가
196
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$6.27억 -US$382만 10 5.38% 축소
197
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$6.27억 +US$2223만 7 4.93% 증가
198
Aviva
Aviva
United Kingdom
US$6.25억 -US$576만 10 4.94% 축소
199
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$6.23억 +US$1515만 9 5.12% 증가
200
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$6.19억 +US$5244만 1 8.6% 증가