← 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
351
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$11.3억 -US$7.36억 11 10.4% 축소
352
INTECH Investment Management
INTECH Investment Management
Florida
US$11.2억 +US$6827만 16 13.92% 증가
353
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
US$11.2억 +US$2.89억 11 9.55% 증가
354
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
US$11.1억 +US$3220만 16 13.13% 증가
355
IFLIT
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
US$11.1억 US$0 3 69.61% 유지됨
356
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$11.1억 -US$894만 6 12.66% 축소
357
New York Life Investment Management
New York Life Investment Management
New York
US$11.1억 -US$1948만 14 11.15% 축소
358
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
US$11억 -US$4561만 5 22.58% 축소
359
CIP
Champlain Investment Partners
Vermont
US$10.9억 -US$1.31억 4 6.68% 축소
360
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$10.7억 +US$744만 16 12.03% 증가
361
AGF Management
AGF Management
Ontario, Canada
US$10.7억 -US$8406만 9 5.93% 축소
362
Farallon Capital Management
Farallon Capital Management
California
US$10.7억 -US$1.06억 3 4.57% 축소
363
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
US$10.6억 -US$2.41억 4 9.8% 축소
364
John W. Bristol & Co
John W. Bristol & Co
New York
US$10.6억 -US$3390만 5 17.14% 축소
365
Point72 Asset Management
Point72 Asset Management
Connecticut
US$10.5억 -US$7.28억 9 2.76% 축소
366
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$10.4억 -US$4.94억 22 1.83% 축소
367
IEQ Capital
IEQ Capital
California
US$10.4억 +US$5092만 21 14% 증가
368
Artemis Investment Management
Artemis Investment Management
United Kingdom
US$10.3억 +US$1억 8 13.82% 증가
369
Himalaya Capital Management
Himalaya Capital Management
Washington
US$10.2억 US$0 2 39.88% 유지됨
370
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
US$10.2억 -US$1979만 19 17.35% 축소
371
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
US$10.1억 +US$4253만 10 19.35% 증가
372
SC US (TTGP)
SC US (TTGP)
California
US$10.1억 -US$592만 1 8.17% 축소
373
SCGE Management
SCGE Management
California
US$10.1억 -US$9291만 2 19.74% 축소
374
Kestra Advisory Services
Kestra Advisory Services
Texas
US$10.1억 +US$1.93억 21 5.63% 증가
375
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
US$10.1억 +US$1453만 7 12.47% 증가