← 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
Pictet Asset Management
Pictet Asset Management
Switzerland
US$105억 +US$3.65억 22 10.11% 증가
77
TCI Fund Management
TCI Fund Management
United Kingdom
US$104억 -US$21.8억 2 19.82% 축소
78
Canada Life
Canada Life
Manitoba, Canada
US$104억 +US$1.96억 20 14.93% 증가
79
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$104억 +US$1.47억 32 6.31% 증가
80
TD Asset Management
TD Asset Management
Ontario, Canada
US$104억 +US$4.02억 17 8.42% 증가
81
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$102억 +US$2.05억 20 17.23% 증가
82
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$101억 -US$26.5억 27 10.09% 축소
83
AQR Capital Management
AQR Capital Management
Connecticut
US$99.1억 +US$21.1억 28 6.35% 증가
84
Coatue Management
Coatue Management
New York
US$96.6억 +US$10.7억 8 23.68% 증가
85
Bessemer Group
Bessemer Group
New Jersey
US$96억 -US$5.37억 24 14.68% 축소
86
Stifel Financial
Stifel Financial
Missouri
US$95.9억 +US$158만 24 8.76% 증가
87
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$94.8억 +US$1.8억 21 15.56% 증가
88
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$94.1억 +US$5.97억 18 13.63% 증가
89
Lazard Asset Management
Lazard Asset Management
New York
US$93.9억 +US$4964만 22 12.64% 증가
90
Prudential Financial
Prudential Financial
New Jersey
US$93.7억 -US$3.87억 25 11.14% 축소
91
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
US$93억 -US$1.58억 23 15.45% 축소
92
First Trust Advisors
First Trust Advisors
Illinois
US$92억 -US$3.33억 25 6.85% 축소
93
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$90.3억 -US$1.42억 4 7.53% 축소
94
Polen Capital Management
Polen Capital Management
Florida
US$89.3억 -US$19.3억 9 28.99% 축소
95
Macquarie Group
Macquarie Group
Australia
US$89.1억 +US$5.78억 18 10.39% 증가
96
SEI Investments
SEI Investments
Pennsylvania
US$88.5억 +US$6.17억 26 9.52% 증가
97
Allianz Asset Management
Allianz Asset Management
Germany
US$87.2억 +US$3.03억 21 9.73% 증가
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$87.1억 -US$4.95억 21 15.23% 축소
99
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$87억 -US$1.96억 25 14.89% 축소
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$86.6억 -US$3651만 11 13.72% 축소