← 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
301
Bridgewater Associates
Bridgewater Associates
Connecticut
US$14.5억 -US$3.34억 12 8.2% 축소
302
H&H International Investment
H&H International Investment
California
US$14.2억 -US$6380만 2 8.61% 축소
303
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$14.2억 +US$3630만 24 4.83% 증가
304
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$14.1억 +US$2.2억 11 10.29% 증가
305
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$13.9억 -US$3637만 8 15.38% 축소
306
AssetMark Inc
AssetMark Inc
California
US$13.6억 +US$7259만 20 3.89% 증가
307
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$13.4억 +US$13.2억 14 13.68% 신규
308
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$13억 -US$5141만 18 11.34% 축소
309
Everett Harris & Co
Everett Harris & Co
California
US$12.9억 -US$988만 6 15.97% 축소
310
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
US$12.8억 -US$2568만 2 15.88% 축소
311
LBP AM
LBP AM
France
US$12.7억 +US$8.5억 14 19.15% 증가
312
Waverton Investment Management
Waverton Investment Management
United Kingdom
US$12.6억 +US$6323만 5 20.63% 증가
313
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$12.6억 -US$2.26억 13 12.55% 축소
314
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$12.5억 +US$1511만 7 17.09% 증가
315
USS Investment Management
USS Investment Management
United Kingdom
US$12.5억 +US$196만 12 9.13% 증가
316
MML Investors Services
MML Investors Services
Massachusetts
US$12.5억 +US$5849만 19 4.54% 증가
317
Comgest Global Investors
Comgest Global Investors
France
US$12.4억 +US$5254만 4 17.79% 증가
318
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$12.3억 +US$4616만 28 6.09% 증가
319
Unisphere Establishment
Unisphere Establishment
Liechtenstein
US$12.3억 -US$1179만 4 11.67% 축소
320
Utah Retirement Systems
Utah Retirement Systems
Utah
US$12.2억 +US$598만 19 13.79% 증가
321
Holocene Advisors
Holocene Advisors
New York
US$12.2억 -US$3.35억 11 4.91% 축소
322
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
US$12.1억 -US$1.71억 8 9.55% 축소
323
Swiss Life Asset Management
Swiss Life Asset Management
US$12.1억 -US$6755만 14 13.71% 축소
324
Rafferty Asset Management
Rafferty Asset Management
New York
US$12억 -US$2.58억 15 4.12% 축소
325
QRG Capital Management
QRG Capital Management
Illinois
US$11.9억 +US$5412만 16 12.91% 증가