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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
DZ Bank
DZ Bank
Germany
US$80.9억 +US$8098만 14 12.69% 증가
77
Iconiq Capital
Iconiq Capital
California
US$80.9억 +US$2944만 7 53.02% 증가
78
Tiger Global Management
Tiger Global Management
New York
US$76.5억 +US$9744만 9 14.24% 증가
79
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$75.7억 +US$3.29억 4 34.83% 증가
80
Brown Advisory
Brown Advisory
Maryland
US$75.2억 +US$5498만 18 11.34% 증가
81
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$70.8억 +US$5.87억 30 1% 증가
82
Raymond James & Associates
Raymond James & Associates
Florida
US$70.7억 +US$2.9억 27 6.43% 증가
83
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$68.9억 -US$17.2억 5 53.83% 축소
84
Harris Associates
Harris Associates
Illinois
US$68.9억 +US$2.03억 6 10.97% 증가
85
National Pension Service
National Pension Service
South Korea
US$68.4억 +US$8774만 13 13% 증가
86
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$67.6억 -US$1.87억 22 12.77% 축소
87
GQG Partners
GQG Partners
Florida
US$67.2억 +US$16.6억 5 19.76% 증가
88
Sanders Capital
Sanders Capital
Florida
US$65.8억 -US$4.35억 3 14.91% 축소
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$65.6억 -US$2.87억 12 13.7% 축소
90
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$63.3억 -US$6017만 31 5.74% 축소
91
Artisan Partners
Artisan Partners
Wisconsin
US$63억 +US$4.85억 10 7.51% 증가
92
APG Asset Management
APG Asset Management
Netherlands
US$62.8억 -US$5.34억 17 10.67% 축소
93
Winslow Capital Management
Winslow Capital Management
Minnesota
US$62.1억 -US$4.97억 4 24.11% 축소
94
Bessemer Group
Bessemer Group
New Jersey
US$60.4억 -US$2571만 17 13.1% 축소
95
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$60.2억 +US$3705만 17 13.82% 증가
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$60.1억 -US$1.35억 19 12.13% 축소
97
Flossbach Von Storch
Flossbach Von Storch
Germany
US$59.6억 -US$4738만 6 17.86% 축소
98
AQR Capital Management
AQR Capital Management
Connecticut
US$58.3억 -US$10.2억 20 10.08% 축소
99
Aberdeen Group
Aberdeen Group
United Kingdom
US$58.1억 -US$8.75억 15 12.72% 축소
100
Fred Alger Management
Fred Alger Management
New York
US$57.9억 -US$9625만 12 13.66% 축소