← 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
Lone Pine Capital
Lone Pine Capital
Connecticut
US$16.2억 -US$1.14억 2 12.8% 축소
277
Harding Loevner
Harding Loevner
New Jersey
US$16.2억 +US$1.12억 5 9.99% 증가
278
UniSuper Management
UniSuper Management
Australia
US$16.2억 +US$4998만 15 15.48% 증가
279
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
US$16.1억 +US$1633만 14 19.32% 증가
280
Alphinity Investment Management
Alphinity Investment Management
Australia
US$16억 -US$1.16억 3 14.16% 축소
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$15.1억 -US$839만 13 10.34% 축소
282
Amalgamated Bank
Amalgamated Bank
New York
US$15.1억 -US$2.1억 26 12.89% 축소
283
TCW Group
TCW Group
California
US$15억 -US$120만 10 15.16% 축소
284
Tredje AP-fonden
Tredje AP-fonden
Sweden
US$14.9억 +US$8109만 10 15.46% 증가
285
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
US$14.9억 -US$1440만 3 17.02% 축소
286
Daiwa Securities Group
Daiwa Securities Group
Japan
US$14.9억 +US$3.48억 18 8.39% 증가
287
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$14.7억 +US$3.04억 22 2.56% 증가
288
Cantillon Capital Management
Cantillon Capital Management
New York
US$14.6억 +US$1.82억 3 9.19% 증가
289
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$14.5억 -US$1.83억 11 10.4% 축소
290
Texas Permanent School Fund
Texas Permanent School Fund
Texas
US$14.4억 +US$1268만 13 11.38% 증가
291
Holocene Advisors
Holocene Advisors
New York
US$14.2억 -US$2.59억 10 5.22% 축소
292
Cardano Risk Management
Cardano Risk Management
Netherlands
US$14.2억 +US$4043만 4 43.92% 증가
293
Pathstone Holdings
Pathstone Holdings
New Jersey
US$14.1억 +US$4393만 22 6.56% 증가
294
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$14.1억 -US$658만 19 6.05% 축소
295
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$14억 +US$1.14억 15 16.08% 증가
296
Clear Street
Clear Street
New York
US$14억 +US$11.2억 6 19.97% 증가
297
M&G plc
M&G plc
United Kingdom
US$14억 +US$13.3억 11 5.28% 신규
298
IFM Investors
IFM Investors
Australia
US$13.9억 -US$329만 13 15.16% 축소
299
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$13.8억 -US$1.07억 7 15.75% 축소
300
Two Sigma Investments
Two Sigma Investments
New York
US$13.7억 -US$4.32억 28 3.22% 축소