← 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
Bessemer Group
Bessemer Group
New Jersey
US$65.1억 +US$1331만 23 13.81% 증가
77
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$63.1억 -US$1.26억 35 5.38% 축소
78
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$63.1억 +US$3373만 20 13.17% 증가
79
TCI Fund Management
TCI Fund Management
United Kingdom
US$62.7억 -US$16.6억 2 18.63% 축소
80
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$61.4억 +US$8.4억 35 1.25% 증가
81
Silver Lake Group
Silver Lake Group
California
US$60.4억 US$0 2 40.82% 유지됨
82
Aberdeen Group
Aberdeen Group
United Kingdom
US$60.4억 +US$6021만 18 14.06% 증가
83
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$60.3억 +US$1.28억 23 12.23% 증가
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$60억 -US$2.23억 13 13.51% 축소
85
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$59.6억 -US$4971만 14 13.03% 축소
86
Macquarie Group
Macquarie Group
Australia
US$59.4억 +US$1.18억 22 6.79% 증가
87
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$59.1억 -US$2.12억 24 13.1% 축소
88
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$57.7억 US$0 6 5.67% 유지됨
89
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$57.2억 +US$26억 28 10.47% 증가
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$57.1억 +US$7910만 11 12.4% 증가
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$56.7억 -US$23억 27 2.51% 축소
92
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$56.5억 -US$34.3만 21 12.69% 축소
93
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$56억 -US$7.02억 6 25.14% 축소
94
Parnassus Investments
Parnassus Investments
California
US$55.5억 -US$2.31억 6 12.89% 축소
95
APG Asset Management
APG Asset Management
Netherlands
US$55.4억 +US$1422만 18 11.17% 증가
96
Sands Capital Management
Sands Capital Management
Virginia
US$54.4억 +US$3.04억 6 16.88% 증가
97
Russell Investments Group
Russell Investments Group
United Kingdom
US$53.3억 +US$2098만 29 10.28% 증가
98
Stifel Financial
Stifel Financial
Missouri
US$52.7억 -US$1.73억 25 7.21% 축소
99
Victory Capital Management
Victory Capital Management
Texas
US$52.3억 -US$2.2억 28 5.75% 축소
100
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$52억 -US$1.26억 25 11.12% 축소