← 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
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$11억 +US$2573만 17 9.79% 증가
202
KeyBank National Association
KeyBank National Association
Ohio
US$10.8억 +US$1748만 12 6.32% 증가
203
PointState Capital
PointState Capital
New York
US$10.7억 +US$1.3억 5 12.16% 증가
204
Harding Loevner
Harding Loevner
New Jersey
US$10.6억 +US$2.4억 5 5.96% 증가
205
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$10.5억 -US$6397만 2 10.11% 축소
206
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$10.4억 +US$3.76억 7 29.87% 증가
207
Two Sigma Investments
Two Sigma Investments
New York
US$10.4억 +US$2.92억 18 3.11% 증가
208
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10.4억 -US$1.7억 2 12.95% 축소
209
Man Group
Man Group
United Kingdom
US$10.4억 -US$4288만 19 4.28% 축소
210
Pzena Investment Management
Pzena Investment Management
New York
US$10.3억 -US$4317만 3 5.19% 축소
211
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$10.3억 +US$2439만 6 5.54% 증가
212
Calamos Advisors
Calamos Advisors
Illinois
US$10.2억 +US$434만 10 6.26% 증가
213
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$10.2억 -US$20.6억 23 0.35% 축소
214
Hermes Investment Management
Hermes Investment Management
United Kingdom
US$10.2억 +US$7497만 6 13.57% 증가
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$10.1억 +US$6.15억 15 10.43% 증가
216
Jane Street
Jane Street
New York
US$10억 +US$2.63억 18 2.36% 증가
217
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$10억 +US$5472만 17 5.59% 증가
218
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$10억 -US$4481만 14 8.34% 축소
219
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$9.9억 +US$703만 6 10.64% 증가
220
Parnassus Investments
Parnassus Investments
California
US$9.8억 -US$1.43억 3 3.91% 축소
221
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$9.7억 +US$9.9억 3 1.78% 신규
222
Jensen Investment Management
Jensen Investment Management
Oregon
US$9.7억 -US$7119만 5 13% 축소
223
Third Point
Third Point
New York
US$9.6억 -US$4.32억 2 6.72% 축소
224
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$9.6억 -US$1.51억 4 4.94% 축소
225
LSV Asset Management
LSV Asset Management
Illinois
US$9.45억 +US$1.25억 9 1.48% 증가