← 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
Brown Advisory
Brown Advisory
Maryland
US$63.7억 +US$1.33억 17 11.3% 증가
77
Tiger Global Management
Tiger Global Management
New York
US$62.5억 -US$8.51억 8 16% 축소
78
AQR Capital Management
AQR Capital Management
Connecticut
US$60.1억 -US$7.22억 20 10.66% 축소
79
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$59.8억 -US$1.97억 12 13.05% 축소
80
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$59.6억 -US$6385만 22 12.1% 축소
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$59.3억 -US$6.67억 24 5.31% 축소
82
DZ Bank
DZ Bank
Germany
US$58.8억 +US$1148만 12 11.86% 증가
83
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$58.6억 -US$8190만 8 12.35% 축소
84
TD Asset Management
TD Asset Management
Ontario, Canada
US$58.5억 +US$1621만 17 7.1% 증가
85
Millennium Management
Millennium Management
New York
US$58.1억 +US$43.3억 30 4.19% 증가
86
Winslow Capital Management
Winslow Capital Management
Minnesota
US$57.9억 -US$4172만 5 24.15% 축소
87
Sanders Capital
Sanders Capital
Florida
US$57.6억 -US$5.2억 3 15.2% 축소
88
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$57.2억 +US$1.51억 4 31.61% 증가
89
Aberdeen Group
Aberdeen Group
United Kingdom
US$57.1억 -US$2.39억 17 13.92% 축소
90
Artisan Partners
Artisan Partners
Wisconsin
US$56.8억 -US$2.45억 10 6.93% 축소
91
Raymond James & Associates
Raymond James & Associates
Florida
US$55.7억 +US$2696만 28 6.11% 증가
92
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$54억 -US$1.85억 21 10.88% 축소
93
National Pension Service
National Pension Service
South Korea
US$53.4억 +US$7576만 12 12.18% 증가
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$53.3억 -US$7416만 28 5.38% 축소
95
Fred Alger Management
Fred Alger Management
New York
US$53.3억 -US$6.96억 8 13.86% 축소
96
Bessemer Group
Bessemer Group
New Jersey
US$53억 -US$2.06억 16 13.94% 축소
97
Canada Life
Canada Life
Manitoba, Canada
US$51.8억 +US$2.34억 25 9.75% 증가
98
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$50.8억 -US$2.85억 21 11.53% 축소
99
Russell Investments Group
Russell Investments Group
United Kingdom
US$50.3억 -US$4.74억 25 9.96% 축소
100
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$49.8억 -US$1.46억 16 13.16% 축소