← 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
201
Flossbach Von Storch
Flossbach Von Storch
Germany
US$7.95억 -US$2590만 4 13.26% 축소
202
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$7.89억 -US$1.52억 2 8.94% 축소
203
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$7.86억 -US$1.23억 11 7.92% 축소
204
USS Investment Management
USS Investment Management
United Kingdom
US$7.75억 +US$7131만 5 11.91% 증가
205
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$7.63억 +US$3955만 13 6.5% 증가
206
Los Angeles Capital Management
Los Angeles Capital Management
California
US$7.54억 +US$2574만 11 6.28% 증가
207
KeyBank National Association
KeyBank National Association
Ohio
US$7.53억 +US$1585만 11 4.73% 증가
208
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$7.49억 +US$1.74억 7 8.18% 증가
209
Sanders Capital
Sanders Capital
Florida
US$7.49억 -US$8173만 2 5.92% 축소
210
Jensen Investment Management
Jensen Investment Management
Oregon
US$7.49억 +US$9363만 6 11.2% 증가
211
Glenmede Trust
Glenmede Trust
Pennsylvania
US$7.43억 +US$3588만 13 4.18% 증가
212
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
US$7.32억 -US$1046만 12 5.37% 축소
213
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$7.28억 -US$1287만 11 5.38% 축소
214
Third Point
Third Point
New York
US$7.17억 +US$3.58억 2 6.24% 증가
215
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$7.14억 +US$1.51억 14 7.43% 증가
216
GGHC
Gilder Gagnon Howe & Co
New York
US$7.02억 +US$2865만 8 12.07% 증가
217
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$7.01억 +US$5.03억 13 2.33% 증가
218
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$7억 -US$1.22억 5 4.32% 축소
219
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$6.93억 +US$2.63억 12 7.26% 증가
220
Sentry Investments
Sentry Investments
Ontario, Canada
US$6.89억 -US$1242만 4 5.81% 축소
221
C WorldWide Group
C WorldWide Group
Denmark
US$6.89억 +US$2.24억 5 12.14% 증가
222
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
US$6.89억 -US$6286만 9 2.67% 축소
223
Columbus Circle Investors
Columbus Circle Investors
US$6.86억 -US$2140만 3 7.4% 축소
224
PIM
Platinum Investment Management
Australia
US$6.81억 -US$600만 4 15.89% 축소
225
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$6.74억 -US$2425만 5 6.33% 축소