← 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$17.3억 +US$3288만 2 12.93% 증가
277
Squarepoint
Squarepoint
New York
US$17.1억 +US$2.72억 27 2.67% 증가
278
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$16.8억 -US$4195만 7 6.62% 축소
279
Harding Loevner
Harding Loevner
New Jersey
US$16.7억 -US$4568만 5 9.62% 축소
280
Tredje AP-fonden
Tredje AP-fonden
Sweden
US$16.6억 -US$5388만 10 15.04% 축소
281
Sarasin & Partners
Sarasin & Partners
United Kingdom
US$16.6억 -US$4.19억 4 15.65% 축소
282
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
US$16.6억 -US$1292만 14 15.26% 축소
283
Epoch Investment Partners
Epoch Investment Partners
New York
US$16.3억 -US$1.49억 8 7.31% 축소
284
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
US$16.3억 +US$4.42억 7 17.28% 증가
285
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$16.1억 +US$6.23억 11 8.21% 증가
286
Magellan Asset Management
Magellan Asset Management
Australia
US$16억 -US$2.13억 4 15.92% 축소
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$15.9억 -US$915만 15 10.03% 축소
288
Amalgamated Bank
Amalgamated Bank
New York
US$15.9억 +US$616만 26 13.06% 증가
289
Cresset Asset Management
Cresset Asset Management
Illinois
US$15.7억 +US$2207만 23 6.06% 증가
290
Jensen Investment Management
Jensen Investment Management
Oregon
US$15.6억 -US$1.99억 3 13.04% 축소
291
M&G plc
M&G plc
United Kingdom
US$15.5억 +US$1.12억 12 5.58% 증가
292
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$15.2억 -US$3.1억 6 8.55% 축소
293
Nissay Asset Management
Nissay Asset Management
Japan
US$14.9억 -US$2174만 14 9.44% 축소
294
IFM Investors
IFM Investors
Australia
US$14.8억 +US$17.6만 14 14.25% 증가
295
Czech National Bank
Czech National Bank
Czech Republic
US$14.8억 +US$9752만 9 14.9% 증가
296
Cantillon Capital Management
Cantillon Capital Management
New York
US$14.7억 -US$4336만 3 8.99% 축소
297
Mercer Global Advisors
Mercer Global Advisors
Colorado
US$14.7억 +US$7468만 19 3.43% 증가
298
Pathstone Holdings
Pathstone Holdings
New Jersey
US$14.6억 -US$4894만 21 6.48% 축소
299
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$14.6억 +US$3.88억 11 12.37% 증가
300
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
US$14.5억 +US$3314만 7 14.81% 증가