← 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
226
USS Investment Management
USS Investment Management
United Kingdom
US$20.3억 -US$7390만 16 16.09% 축소
227
Calamos Advisors
Calamos Advisors
Illinois
US$20.1억 +US$2.26억 12 9.16% 증가
228
Jackson Square Partners
Jackson Square Partners
California
US$20억 -US$1.89억 4 11.43% 축소
229
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$19.7억 -US$455만 10 21.94% 축소
230
Citadel Advisors
Citadel Advisors
Florida
US$19.6억 -US$13.1억 36 0.44% 축소
231
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$19.5억 -US$2.56억 4 5.96% 축소
232
Melvin Capital Management
Melvin Capital Management
New York
US$19.4억 +US$2.82억 4 11.13% 증가
233
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$19억 -US$5.5억 24 10.47% 축소
234
Longview Partners
Longview Partners
Guernsey
US$18.9억 -US$1.74억 2 10.41% 축소
235
Jensen Investment Management
Jensen Investment Management
Oregon
US$18.9억 +US$8619만 3 14.27% 증가
236
M&G Investment Management
M&G Investment Management
United Kingdom
US$18.3억 +US$8.07억 13 4.54% 증가
237
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$18.1억 +US$1888만 26 10.22% 증가
238
Vontobel Holding
Vontobel Holding
Switzerland
US$18.1억 -US$1.38억 22 15.67% 축소
239
Osaic Holdings
Osaic Holdings
Arizona
US$18억 +US$3772만 34 3.9% 증가
240
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$18억 -US$674만 9 8.82% 축소
241
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$17.9억 -US$3371만 12 10.52% 축소
242
AIM
Allen Investment Management
New York
US$17.6억 +US$420만 9 23.68% 증가
243
Nomura Holdings
Nomura Holdings
Japan
US$17.4억 -US$6.47억 19 4.45% 축소
244
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$17.2억 +US$4323만 7 8.03% 증가
245
LSV Asset Management
LSV Asset Management
Illinois
US$17.1억 -US$3693만 9 2.91% 축소
246
Boston Partners
Boston Partners
Massachusetts
US$17.1억 -US$1.27억 12 2.18% 축소
247
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$17억 -US$1.21억 21 10.63% 축소
248
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$16.9억 +US$2132만 10 14.96% 증가
249
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$16.6억 +US$923만 12 9.97% 증가
250
Metropolitan Life Insurance Company (MetLife)
Metropolitan Life Insurance Company (MetLife)
New York
US$16.5억 +US$7.15억 24 11.9% 증가