← 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
251
Boston Partners
Boston Partners
Massachusetts
US$14.3억 -US$2.58억 7 1.93% 축소
252
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$14.3억 -US$1.6억 20 9.61% 축소
253
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$14.3억 -US$11억 2 27.48% 축소
254
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$14억 +US$5.01억 22 3.09% 증가
255
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$14억 +US$1.51억 2 12.91% 증가
256
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$13.7억 +US$429만 8 8.69% 증가
257
Zurich Insurance Group
Zurich Insurance Group
Switzerland
US$13.7억 +US$1.83억 3 14.18% 증가
258
Harding Loevner
Harding Loevner
New Jersey
US$13.6억 -US$1.21억 5 7.96% 축소
259
Glenmede Trust
Glenmede Trust
Pennsylvania
US$13.6억 -US$10.9만 15 7.72% 축소
260
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$13.6억 +US$1457만 8 9.87% 증가
261
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$13.6억 -US$618만 16 14.48% 축소
262
Första AP-fonden
Första AP-fonden
Sweden
US$13.5억 -US$286만 14 14.57% 축소
263
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$13.4억 +US$1032만 4 15.59% 증가
264
Scotia Capital
Scotia Capital
Ontario, Canada
US$13.3억 -US$276만 11 9.14% 축소
265
Yacktman Asset Management
Yacktman Asset Management
Texas
US$13.2억 -US$196만 3 12.5% 축소
266
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$13.2억 +US$3170만 13 7.59% 증가
267
M&G Investment Management
M&G Investment Management
United Kingdom
US$13.2억 -US$1716만 10 5.26% 축소
268
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
US$12.8억 +US$2991만 23 5.04% 증가
269
Carmignac Gestion
Carmignac Gestion
France
US$12.8억 -US$267만 6 21.99% 축소
270
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$12.8억 -US$3461만 10 15.01% 축소
271
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$12.7억 -US$2400만 29 1.65% 축소
272
Natixis
Natixis
France
US$12.7억 +US$4.5억 14 10.31% 증가
273
UniSuper Management
UniSuper Management
Australia
US$12.6억 +US$11.7억 16 14.35% 신규
274
PineBridge Investments
PineBridge Investments
New York
US$12.6억 +US$2291만 19 13.56% 증가
275
LSV Asset Management
LSV Asset Management
Illinois
US$12.5억 -US$3344만 7 2.75% 축소