← 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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$17.3억 +US$1.29억 7 6.45% 증가
227
Magellan Asset Management
Magellan Asset Management
Australia
US$17.3억 -US$2.4억 5 18.34% 축소
228
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$17.2억 -US$4065만 9 12.98% 축소
229
Creative Planning
Creative Planning
Kansas
US$16.8억 +US$1.65억 29 2.25% 증가
230
Lone Pine Capital
Lone Pine Capital
Connecticut
US$16.7억 +US$2.51억 3 16.14% 증가
231
Appaloosa LP
Appaloosa LP
New Jersey
US$16.7억 +US$1.86억 4 32.92% 증가
232
DSM Capital Partners
DSM Capital Partners
Florida
US$16.5억 +US$5567만 4 27.87% 증가
233
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$16.5억 -US$1.18억 6 10.33% 축소
234
Edgewood Management
Edgewood Management
Connecticut
US$16.4억 -US$5302만 2 5.35% 축소
235
American International Group
American International Group
New York
US$16.3억 -US$8011만 26 10.55% 축소
236
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$16.2억 +US$1.82억 11 11.58% 증가
237
Point72 Asset Management
Point72 Asset Management
Connecticut
US$16.1억 +US$4.35억 18 4.71% 증가
238
Glenmede Trust
Glenmede Trust
Pennsylvania
US$15.9억 +US$1980만 16 9.11% 증가
239
AIM
Allen Investment Management
New York
US$15.7억 +US$2523만 11 22.96% 증가
240
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$15.6억 -US$2499만 24 11.9% 축소
241
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$15.5억 +US$6.44억 30 4.05% 증가
242
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$15.4억 +US$2.06억 4 19.22% 증가
243
MetLife Investment Management
MetLife Investment Management
New Jersey
US$15.3억 -US$3291만 26 11.96% 축소
244
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$15.3억 -US$1921만 23 12.98% 축소
245
WCM Investment Management
WCM Investment Management
California
US$15.2억 +US$1053만 4 4.47% 증가
246
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$15억 +US$1555만 22 5.61% 증가
247
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
US$15억 -US$3529만 6 9.75% 축소
248
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
US$14.7억 +US$10.9억 3 21.25% 증가
249
Zurich Insurance Group
Zurich Insurance Group
Switzerland
US$14.6억 +US$1.23억 4 15.51% 증가
250
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$14.6억 +US$5647만 19 9.68% 증가