← 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
GQG Partners
GQG Partners
Florida
US$63억 -US$15.8억 5 14.58% 축소
77
Bessemer Group
Bessemer Group
New Jersey
US$62.7억 -US$2858만 22 13.76% 축소
78
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$61.8억 +US$4.08억 27 9.41% 증가
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$60.8억 -US$5640만 35 5.2% 축소
80
Citigroup
Citigroup
New York
US$60.2억 -US$9.7억 34 4.5% 축소
81
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$58.3억 -US$1.01억 23 12.44% 축소
82
Macquarie Group
Macquarie Group
Australia
US$57.7억 +US$5395만 22 7.25% 증가
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$56.8억 -US$1.16억 23 13.35% 축소
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$56.6억 -US$2.27억 12 13.68% 축소
85
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$56.5억 +US$1624만 22 13.02% 증가
86
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$56.4억 -US$2.5억 17 13.36% 축소
87
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$56.2억 -US$1500만 5 5.65% 축소
88
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$55.9억 -US$4841만 13 12.67% 축소
89
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$55.8억 +US$10.6억 18 17.26% 증가
90
Harris Associates
Harris Associates
Illinois
US$55.6억 -US$15.7억 5 10.82% 축소
91
APG Asset Management
APG Asset Management
Netherlands
US$55.6억 -US$4.04억 16 11.36% 축소
92
Aberdeen Group
Aberdeen Group
United Kingdom
US$55.3억 -US$4.21억 17 14.11% 축소
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$54.8억 -US$5.56억 37 1.14% 축소
94
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$54.4억 -US$1.45억 6 25.18% 축소
95
Millennium Management
Millennium Management
New York
US$53.4억 +US$9.07억 35 2.69% 증가
96
Russell Investments Group
Russell Investments Group
United Kingdom
US$53억 +US$5550만 27 10.5% 증가
97
Parnassus Investments
Parnassus Investments
California
US$52.9억 -US$9202만 6 12.93% 축소
98
Pictet Asset Management
Pictet Asset Management
Switzerland
US$52.8억 +US$54.1억 24 6.51% 신규
99
Winslow Capital Management
Winslow Capital Management
Minnesota
US$52억 +US$3.55억 5 24.74% 증가
100
Sands Capital Management
Sands Capital Management
Virginia
US$52억 -US$1259만 6 17.69% 축소