← 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
D1 Capital Partners
D1 Capital Partners
New York
US$12.5억 +US$9.7억 4 17.8% 증가
202
Soroban Capital Partners
Soroban Capital Partners
New York
US$12.4억 +US$4.91억 3 18.61% 증가
203
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$12.4억 +US$9920만 14 10.66% 증가
204
KeyBank National Association
KeyBank National Association
Ohio
US$12.3억 -US$131만 13 7.18% 축소
205
Alkeon Capital Management
Alkeon Capital Management
New York
US$12.3억 +US$978만 5 4.85% 증가
206
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$12.2억 +US$9166만 17 1.54% 증가
207
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$12.2억 -US$34.3만 7 13.6% 축소
208
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$11.9억 +US$4868만 17 4.59% 증가
209
GQG Partners
GQG Partners
Florida
US$11.9억 +US$3.35억 4 12.81% 증가
210
First Pacific Advisors
First Pacific Advisors
California
US$11.9억 -US$1685만 7 10.35% 축소
211
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$11.9억 +US$106만 20 10.06% 증가
212
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$11.7억 +US$1.27억 11 9.75% 증가
213
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$11.5억 -US$3525만 7 6.37% 축소
214
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$11.4억 -US$340만 7 19.44% 축소
215
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$11.2억 +US$2022만 4 1.79% 증가
216
DFO
Duquesne Family Office
New York
US$11.2억 -US$4031만 4 33.12% 축소
217
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$11.1억 +US$4246만 17 6.81% 증가
218
Yacktman Asset Management
Yacktman Asset Management
Texas
US$11.1억 -US$6467만 3 13.3% 축소
219
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$11억 +US$4.72억 14 8.29% 증가
220
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$11억 -US$5977만 18 6.02% 축소
221
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$10.9억 -US$8588만 7 8.22% 축소
222
Mackay Shields LLC
Mackay Shields LLC
New York
US$10.8억 -US$5701만 16 7.39% 축소
223
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$10.6억 +US$1492만 2 9.45% 증가
224
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$10.4억 +US$1.26억 3 10.41% 증가
225
Natixis Advisors
Natixis Advisors
Massachusetts
US$10.3억 -US$371만 11 8.44% 축소