← 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
Marshall Wace North America
Marshall Wace North America
New York
US$27.2억 +US$7.29억 16 11.25% 증가
177
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$27.1억 -US$5.78억 16 10.98% 축소
178
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$27억 -US$5690만 15 11.4% 축소
179
Aviva
Aviva
United Kingdom
US$26.4억 -US$1363만 16 12.91% 축소
180
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$26.3억 +US$12억 8 21.66% 증가
181
Baird Financial Group
Baird Financial Group
Wisconsin
US$26.2억 +US$1938만 17 7.36% 증가
182
CIBC World Markets
CIBC World Markets
New York
US$26.1억 -US$5.61억 12 16.25% 축소
183
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$26억 +US$1.81억 5 19.51% 증가
184
Federated Hermes
Federated Hermes
Pennsylvania
US$25.7억 -US$4.76억 22 4.99% 축소
185
Altshuler Shaham
Altshuler Shaham
Israel
US$25.6억 +US$19.8억 10 25.85% 증가
186
C WorldWide Group
C WorldWide Group
Denmark
US$25.5억 -US$1906만 4 24.94% 축소
187
Asset Management One
Asset Management One
Japan
US$25.4억 -US$8407만 19 10.09% 축소
188
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$24.9억 +US$4197만 3 14.71% 증가
189
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$24.8억 +US$2.23억 9 15.38% 증가
190
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$24.7억 +US$7.27억 8 6.29% 증가
191
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$24.4억 +US$4136만 12 13.08% 증가
192
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$24.3억 -US$2.37억 25 7.87% 축소
193
Storebrand Asset Management
Storebrand Asset Management
Norway
US$23.6억 +US$9422만 17 12.56% 증가
194
D1 Capital Partners
D1 Capital Partners
New York
US$23.5억 -US$8.92억 3 17.42% 축소
195
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$23.1억 +US$6014만 26 5.21% 증가
196
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$22.9억 +US$2223만 19 13.5% 증가
197
DnB Asset Management
DnB Asset Management
Norway
US$22.8억 +US$494만 15 16.65% 증가
198
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$22.4억 +US$1.08억 23 12.71% 증가
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$22.2억 -US$2024만 14 9.07% 축소
200
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$21.9억 +US$6156만 24 12.2% 증가