← 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
Putnam Investments
Putnam Investments
Massachusetts
US$89억 -US$4.94억 11 12.71% 축소
77
Swedbank
Swedbank
Sweden
US$88.4억 -US$1.03억 17 14.77% 축소
78
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$86.4억 -US$13억 23 9.18% 축소
79
Iconiq Capital
Iconiq Capital
California
US$85.3억 -US$16억 7 50.94% 축소
80
ProShare Advisors
ProShare Advisors
Maryland
US$80.8억 +US$22.1억 26 15.85% 증가
81
Sanders Capital
Sanders Capital
Florida
US$80.5억 +US$1062만 2 16.43% 증가
82
Raymond James & Associates
Raymond James & Associates
Florida
US$80.2억 +US$1.04억 30 6.47% 증가
83
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$78.4억 -US$1.93억 4 34.1% 축소
84
National Pension Service
National Pension Service
South Korea
US$77.5억 +US$7273만 14 13.53% 증가
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$74.3억 -US$1671만 24 13.34% 축소
86
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$72.2억 +US$5542만 34 5.97% 증가
87
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$71.5억 -US$6347만 13 13.86% 축소
88
Bessemer Group
Bessemer Group
New Jersey
US$70.1억 +US$2.25억 20 14.04% 증가
89
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$70.1억 +US$17.2억 3 17.09% 증가
90
Tiger Global Management
Tiger Global Management
New York
US$68.2억 -US$19.2억 10 14.85% 축소
91
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$67.8억 +US$5177만 23 12.95% 증가
92
Winslow Capital Management
Winslow Capital Management
Minnesota
US$67.7억 -US$2982만 5 25.08% 축소
93
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$67.3억 +US$4455만 16 13.96% 증가
94
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$65.1억 -US$15.1억 4 61.86% 축소
95
Harris Associates
Harris Associates
Illinois
US$65억 -US$10억 6 10.12% 축소
96
VOYA Investment Management
VOYA Investment Management
Georgia
US$64.8억 +US$8.64억 26 12.42% 증가
97
Flossbach Von Storch
Flossbach Von Storch
Germany
US$64.1억 -US$2.24억 6 17.28% 축소
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$63.6억 -US$1.65억 11 11.45% 축소
99
Canada Life
Canada Life
Manitoba, Canada
US$61.9억 +US$1.92억 26 12.79% 증가
100
Aberdeen Group
Aberdeen Group
United Kingdom
US$61.6억 -US$2.71억 19 13.52% 축소