← 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
76
Fred Alger Management
Fred Alger Management
New York
US$44.3억 -US$5.67억 11 17.01% 축소
77
Tiger Global Management
Tiger Global Management
New York
US$43.4억 +US$2.88억 7 23.52% 증가
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$42.2억 -US$1.43억 12 10.7% 축소
79
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$42.1억 +US$11억 21 5.25% 증가
80
Swedbank
Swedbank
Sweden
US$41.7억 -US$385만 7 18.89% 축소
81
Russell Investments Group
Russell Investments Group
United Kingdom
US$41.3억 -US$2.99억 22 7.71% 축소
82
Lazard Asset Management
Lazard Asset Management
New York
US$41.2억 -US$1.21억 15 6.68% 축소
83
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$40.8억 +US$5.51억 9 15.53% 증가
84
First Trust Advisors
First Trust Advisors
Illinois
US$39.7억 +US$2.53억 18 7.48% 증가
85
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$38.9억 -US$8936만 7 19.25% 축소
86
Artisan Partners
Artisan Partners
Wisconsin
US$37.9억 +US$2.41억 9 6.99% 증가
87
Winslow Capital Management
Winslow Capital Management
Minnesota
US$37.7억 -US$4.01억 5 20.2% 축소
88
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$37.6억 -US$5662만 19 9.77% 축소
89
Harris Associates
Harris Associates
Illinois
US$37.4억 -US$3.2억 5 6.87% 축소
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$36.5억 -US$2.1억 21 3.58% 축소
91
TD Asset Management
TD Asset Management
Ontario, Canada
US$36.1억 +US$1079만 14 5.41% 증가
92
DZ Bank
DZ Bank
Germany
US$35.2억 -US$6.07억 15 10.88% 축소
93
Brown Advisory
Brown Advisory
Maryland
US$35억 -US$1963만 12 10.01% 축소
94
First Eagle Investment Management
First Eagle Investment Management
New York
US$34.7억 -US$7825만 5 9.35% 축소
95
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$33.7억 +US$1.06억 4 27.59% 증가
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$33.7억 -US$1.46억 12 8.38% 축소
97
Bessemer Group
Bessemer Group
New Jersey
US$33.4억 +US$5.21억 15 11.27% 증가
98
Edgewood Management
Edgewood Management
Connecticut
US$33.3억 +US$6.16억 4 10.93% 증가
99
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$32.8억 +US$1.4억 14 11.19% 증가
100
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$32.6억 -US$1.13억 17 9.09% 축소