← 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
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$14억 -US$8631만 2 20.99% 축소
302
Two Sigma Investments
Two Sigma Investments
New York
US$14억 +US$3.63억 30 2.99% 증가
303
AssetMark Inc
AssetMark Inc
California
US$14억 +US$3981만 23 3.83% 증가
304
VanEck Associates
VanEck Associates
New York
US$13.8억 +US$1.27억 15 1.78% 증가
305
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$13.6억 -US$5766만 5 7.82% 축소
306
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$13.5억 +US$1399만 15 13.61% 증가
307
Quantinno Capital Management
Quantinno Capital Management
New York
US$13.5억 +US$4.8억 19 8.78% 증가
308
LGT Group Foundation
LGT Group Foundation
Liechtenstein
US$13.5억 +US$2.59억 11 18.58% 증가
309
USS Investment Management
USS Investment Management
United Kingdom
US$13.5억 -US$1.64억 13 9.84% 축소
310
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$13.4억 +US$8104만 28 6.62% 증가
311
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$13.3억 -US$926만 25 4.49% 축소
312
Waverton Investment Management
Waverton Investment Management
United Kingdom
US$13.3억 +US$7663만 6 20.54% 증가
313
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
US$13.2억 +US$4.38억 6 14.99% 증가
314
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
US$13.1억 -US$1361만 6 13.69% 축소
315
Mercer Global Advisors
Mercer Global Advisors
Colorado
US$13억 +US$3593만 21 2.98% 증가
316
Epoch Investment Partners
Epoch Investment Partners
New York
US$12.9억 -US$8222만 7 6.68% 축소
317
Cantillon Capital Management
Cantillon Capital Management
New York
US$12.9억 -US$4552만 3 8.33% 축소
318
MML Investors Services
MML Investors Services
Massachusetts
US$12.8억 +US$7215만 18 4.27% 증가
319
IFM Investors
IFM Investors
Australia
US$12.7억 +US$139만 15 13.81% 증가
320
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
US$12.7억 -US$832만 15 14.34% 축소
321
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$12.7억 +US$1515만 10 14.53% 증가
322
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$12.2억 +US$172만 18 11.04% 증가
323
QRG Capital Management
QRG Capital Management
Illinois
US$12.2억 +US$5836만 16 12.65% 증가
324
IEQ Capital
IEQ Capital
California
US$12억 +US$1.26억 21 9.55% 증가
325
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
US$12억 -US$9075만 8 17.45% 축소