← 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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$20.9억 -US$2.93억 11 12.3% 축소
177
Temasek Holdings
Temasek Holdings
Singapore
US$20.9억 -US$2614만 4 11.43% 축소
178
Alkeon Capital Management
Alkeon Capital Management
New York
US$20.7억 +US$1.04억 5 5.57% 증가
179
Asset Management One
Asset Management One
Japan
US$20.5억 -US$3910만 19 9.62% 축소
180
William Blair Investment Management
William Blair Investment Management
Illinois
US$20.4억 +US$2.61억 8 7.56% 증가
181
C WorldWide Group
C WorldWide Group
Denmark
US$20.3억 +US$2601만 4 25.51% 증가
182
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$20.1억 -US$4.01억 5 19.73% 축소
183
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$20.1억 -US$1.84억 8 12.89% 축소
184
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$20억 +US$8951만 26 5.2% 증가
185
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$19.8억 US$0 2 0.66% 유지됨
186
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$19.8억 +US$3480만 19 12.49% 증가
187
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$19.8억 -US$2.35억 17 13.95% 축소
188
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$19.6억 +US$6068만 3 18.28% 증가
189
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$19.5억 +US$3139만 15 9.06% 증가
190
SC US (TTGP)
SC US (TTGP)
California
US$19.5억 +US$4717만 1 22.73% 증가
191
Calamos Advisors
Calamos Advisors
Illinois
US$19.4억 +US$2087만 12 8.35% 증가
192
Aristotle Capital Management
Aristotle Capital Management
California
US$19.4억 -US$1977만 1 4.08% 축소
193
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$19.2억 -US$2828만 27 11.25% 축소
194
Storebrand Asset Management
Storebrand Asset Management
Norway
US$19억 -US$3.49억 18 10.78% 축소
195
Renaissance Technologies
Renaissance Technologies
New York
US$18.8억 -US$1.87억 27 2.23% 축소
196
Nomura Asset Management
Nomura Asset Management
Japan
US$18.7억 +US$1.92억 19 11.71% 증가
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$18.7억 +US$1.3억 10 10.15% 증가
198
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$18.6억 -US$6.87억 16 4.44% 축소
199
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$18.6억 +US$4375만 23 8.98% 증가
200
Millennium Management
Millennium Management
New York
US$18.5억 +US$5.24억 41 1.15% 증가