← 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
Lone Pine Capital
Lone Pine Capital
Connecticut
US$14.5억 -US$5.02억 2 13.47% 축소
227
NMO
Newlands Management Operations
Texas
US$14.3억 +US$1.58억 6 25.65% 증가
228
Farallon Capital Management
Farallon Capital Management
California
US$14.2억 +US$1.57억 4 7.76% 증가
229
DSM Capital Partners
DSM Capital Partners
Florida
US$14.2억 -US$3.17억 4 23.21% 축소
230
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$14.1억 +US$700만 7 8.7% 증가
231
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$13.9억 -US$2.71억 16 4.13% 축소
232
Point72 Asset Management
Point72 Asset Management
Connecticut
US$13.9억 -US$1.82억 14 4.29% 축소
233
INTECH Investment Management
INTECH Investment Management
Florida
US$13.7억 -US$1.54억 15 11.08% 축소
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$13.7억 +US$502만 24 10.72% 증가
235
Glenmede Trust
Glenmede Trust
Pennsylvania
US$13.6억 +US$8354만 15 7.71% 증가
236
MetLife Investment Management
MetLife Investment Management
New Jersey
US$13.6억 -US$1346만 25 9.76% 축소
237
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$13.5억 -US$668만 23 9.08% 축소
238
Citadel Advisors
Citadel Advisors
Florida
US$13.3억 -US$3.19억 43 0.29% 축소
239
AIM
Allen Investment Management
New York
US$13.3억 +US$985만 11 22.26% 증가
240
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$13.3억 +US$1029만 6 15.3% 증가
241
Holocene Advisors
Holocene Advisors
New York
US$13.2억 +US$3.17억 7 6.51% 증가
242
Rathbones Group
Rathbones Group
United Kingdom
US$13.1억 +US$2116만 9 13.41% 증가
243
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$13.1억 -US$1085만 16 5.19% 축소
244
Creative Planning
Creative Planning
Kansas
US$12.8억 +US$1049만 26 1.84% 증가
245
Amalgamated Bank
Amalgamated Bank
New York
US$12.8억 +US$868만 26 10.88% 증가
246
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$12.7억 +US$225만 25 11.37% 증가
247
Harding Loevner
Harding Loevner
New Jersey
US$12.6억 -US$6948만 5 7.19% 축소
248
D1 Capital Partners
D1 Capital Partners
New York
US$12.6억 -US$8.49억 5 23.66% 축소
249
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$12.6억 +US$322만 16 9.08% 증가
250
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
US$12.6억 +US$2.02억 16 19.52% 증가