← 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
276
Coatue Management
Coatue Management
New York
US$9.22억 -US$8.14억 3 8.12% 축소
277
Marshall Wace
Marshall Wace
United Kingdom
US$9.16억 +US$1.18억 12 6.42% 증가
278
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$9.02억 +US$1.62억 20 12.72% 증가
279
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
US$9.02억 +US$2272만 13 12.44% 증가
280
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$8.93억 -US$4064만 13 8.28% 축소
281
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$8.74억 +US$2244만 15 5.52% 증가
282
TCW Group
TCW Group
California
US$8.72억 -US$6401만 9 10.17% 축소
283
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$8.7억 -US$7127만 19 10.35% 축소
284
Zurich Insurance Group
Zurich Insurance Group
Switzerland
US$8.67억 -US$2179만 6 14.72% 축소
285
Cantillon Capital Management
Cantillon Capital Management
New York
US$8.58억 +US$757만 3 7.46% 증가
286
Meritage Group
Meritage Group
California
US$8.55억 -US$1.12억 3 18.06% 축소
287
Capital International Inc
Capital International Inc
California
US$8.53억 -US$5659만 7 10.4% 축소
288
Yacktman Asset Management
Yacktman Asset Management
Texas
US$8.5억 -US$2.49억 3 13.55% 축소
289
HHLR Advisors
HHLR Advisors
Cayman Islands
US$8.48억 +US$4.06억 1 7.75% 증가
290
Rathbones Group
Rathbones Group
United Kingdom
US$8.46억 +US$1.12억 10 17.17% 증가
291
KCM
Kensico Capital Management
Connecticut
US$8.44억 -US$8466만 4 17.71% 축소
292
DFO
Duquesne Family Office
New York
US$8.43억 -US$1.67억 5 25.8% 축소
293
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
US$8.41억 +US$7441만 9 13.42% 증가
294
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
US$8.38억 +US$6141만 9 7.17% 증가
295
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$8.3억 -US$866만 12 9.79% 축소
296
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$8.25억 +US$2.08억 13 8.19% 증가
297
Farallon Capital Management
Farallon Capital Management
California
US$8.23억 -US$1.95억 3 6.59% 축소
298
Railway Pension Investments
Railway Pension Investments
United Kingdom
US$8.2억 +US$1.53억 12 9.19% 증가
299
Mairs & Power Inc
Mairs & Power Inc
Minnesota
US$8.15억 +US$1847만 6 10.64% 증가
300
M&G Investment Management
M&G Investment Management
United Kingdom
US$8.1억 +US$2928만 13 8.58% 증가