← 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
Man Group
Man Group
United Kingdom
US$12.8억 -US$5893만 19 4.75% 축소
202
Soroban Capital Partners
Soroban Capital Partners
New York
US$12.8억 -US$3321만 3 17.98% 축소
203
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$12.6억 +US$1599만 7 13.93% 증가
204
Melvin Capital Management
Melvin Capital Management
New York
US$12.5억 -US$166만 2 10.16% 축소
205
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$12.5억 -US$5.31억 16 11.31% 축소
206
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$12.3억 +US$2581만 17 4.48% 증가
207
Alkeon Capital Management
Alkeon Capital Management
New York
US$12.3억 -US$341만 4 4.35% 축소
208
KeyBank National Association
KeyBank National Association
Ohio
US$12.3억 -US$2027만 14 7.01% 축소
209
Longview Partners
Longview Partners
Guernsey
US$12.3억 +US$214만 1 5.71% 증가
210
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$12.2억 +US$1329만 20 10.25% 증가
211
Appaloosa LP
Appaloosa LP
New Jersey
US$12.2억 +US$6.44억 3 35.73% 증가
212
First Pacific Advisors
First Pacific Advisors
California
US$12.2억 -US$7874만 6 11.45% 축소
213
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$12억 -US$1.12억 11 12.11% 축소
214
Natixis
Natixis
France
US$11.9억 +US$3.81억 13 7.66% 증가
215
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$11.9억 +US$6045만 18 6.19% 증가
216
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$11.7억 +US$1882만 3 1.8% 증가
217
Marshall Wace North America
Marshall Wace North America
New York
US$11.6억 +US$1.48억 12 6.62% 증가
218
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$11.4억 -US$221만 18 6.83% 축소
219
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$11.1억 -US$7805만 14 9.72% 축소
220
CIBC World Market
CIBC World Market
Ontario, Canada
US$11.1억 +US$1.88억 14 4.96% 증가
221
Yacktman Asset Management
Yacktman Asset Management
Texas
US$10.9억 -US$4385만 3 13.38% 축소
222
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$10.9억 -US$589만 3 10.85% 축소
223
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$10.8억 -US$5157만 2 9.45% 축소
224
Millennium Management
Millennium Management
New York
US$10.8억 +US$2.26억 22 1.71% 증가
225
Renaissance Technologies
Renaissance Technologies
New York
US$10.6억 -US$9.8억 11 0.9% 축소