← 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
DSM Capital Partners
DSM Capital Partners
Florida
US$31.6억 -US$2.3억 4 33.08% 축소
177
Aviva
Aviva
United Kingdom
US$30.8억 +US$1177만 18 12.92% 증가
178
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$30.7억 -US$3284만 10 13.88% 축소
179
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$30.6억 +US$2.4억 8 14.24% 증가
180
Asset Management One
Asset Management One
Japan
US$30.6억 -US$1718만 21 10.67% 축소
181
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$30.5억 +US$2255만 19 16.29% 증가
182
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$30.5억 -US$2.78억 4 15.56% 축소
183
Vontobel Asset Management
Vontobel Asset Management
New York
US$30.4억 -US$9억 3 17.88% 축소
184
Storebrand Asset Management
Storebrand Asset Management
Norway
US$30억 +US$9729만 18 13.34% 증가
185
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$30억 -US$1120만 26 5.59% 축소
186
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$29.5억 -US$2.76억 5 20.16% 축소
187
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$29.4억 -US$953만 17 15.12% 축소
188
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$28.8억 -US$4.9억 7 24.36% 축소
189
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$28.8억 -US$1.17억 3 14.73% 축소
190
Renaissance Technologies
Renaissance Technologies
New York
US$28.7억 +US$5.69억 24 3.57% 증가
191
C WorldWide Group
C WorldWide Group
Denmark
US$28.4억 -US$5619만 4 26.84% 축소
192
DnB Asset Management
DnB Asset Management
Norway
US$28.2억 -US$1.28억 15 16.52% 축소
193
William Blair Investment Management
William Blair Investment Management
Illinois
US$28억 +US$4.76억 10 7.57% 증가
194
Wellcome Trust
Wellcome Trust
United Kingdom
US$27.9억 -US$2157만 5 26.47% 축소
195
Capitolis Advisors
Capitolis Advisors
New York
US$27.6억 +US$8.83억 11 16.46% 증가
196
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$27.3억 -US$18.1억 24 5.78% 축소
197
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$27.1억 -US$1.22억 17 13.55% 축소
198
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$27억 -US$2.72억 20 10.09% 축소
199
Viking Global Investors
Viking Global Investors
Connecticut
US$27억 +US$4.85억 3 7.77% 증가
200
Harding Loevner
Harding Loevner
New Jersey
US$26.7억 -US$3.9억 5 10.23% 축소