← 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
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$9.21억 -US$648만 4 12.76% 축소
277
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$9.17억 +US$10.4억 19 10.75% 신규
278
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$9.16억 +US$7119만 13 7.72% 증가
279
BlueSpruce Investments
BlueSpruce Investments
Illinois
US$9.14억 -US$1.43억 2 18.69% 축소
280
Zurich Insurance Group
Zurich Insurance Group
Switzerland
US$9.13억 +US$7310만 3 14.26% 증가
281
M&G Investment Management
M&G Investment Management
United Kingdom
US$9.1억 +US$1506만 12 5.28% 증가
282
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$9.03억 -US$1.58억 7 25.38% 축소
283
First Pacific Advisors
First Pacific Advisors
California
US$8.96억 -US$890만 5 14.23% 축소
284
CIBC World Market
CIBC World Market
Ontario, Canada
US$8.93억 +US$2042만 14 3.43% 증가
285
Carmignac Gestion
Carmignac Gestion
France
US$8.9억 +US$5.73억 6 19.13% 증가
286
SCGE Management
SCGE Management
California
US$8.79억 -US$2047만 4 29.65% 축소
287
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$8.7억 +US$9.9억 15 9.85% 신규
288
MCMC
Matrix Capital Management Company
New Hampshire
US$8.48억 +US$7.25억 3 16.22% 증가
289
Credit Agricole
Credit Agricole
France
US$8.4억 +US$7.31억 18 15.9% 증가
290
Voloridge Investment Management
Voloridge Investment Management
Florida
US$8.33억 +US$1.76억 15 4.49% 증가
291
GuardCap Asset Management
GuardCap Asset Management
United Kingdom
US$8.27억 -US$383만 3 13.88% 축소
292
Farallon Capital Management
Farallon Capital Management
California
US$8.22억 +US$1.63억 4 4.51% 증가
293
Xponance
Xponance
Pennsylvania
US$8.14억 +US$6549만 19 15.65% 증가
294
Holocene Advisors
Holocene Advisors
New York
US$8.12억 +US$7373만 9 5.19% 증가
295
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$8.11억 +US$8693만 8 4.17% 증가
296
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$8.06억 -US$296만 7 16.29% 축소
297
Echo Street Capital Management
Echo Street Capital Management
New York
US$8.02억 +US$1.17억 6 7.69% 증가
298
Comgest Global Investors
Comgest Global Investors
France
US$8.02억 -US$325만 4 17.64% 축소
299
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
US$8.01억 -US$1005만 4 11.17% 축소
300
ING Group
ING Group
Netherlands
US$7.92억 -US$2.94억 11 13.25% 축소