← 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
101
Prudential plc
Prudential plc
United Kingdom
US$12.3억 +US$1.62억 5 6.27% 증가
102
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$12.2억 -US$1.88억 10 2.97% 축소
103
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$12.2억 +US$2713만 7 4.95% 증가
104
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$11.9억 +US$2.96억 11 1.9% 증가
105
APG Asset Management
APG Asset Management
Netherlands
US$11.9억 -US$2.06억 9 3.75% 축소
106
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
US$11.9억 -US$3001만 9 5.7% 축소
107
Fidelity International
Fidelity International
Bermuda
US$11.8억 -US$1.28억 8 5.63% 축소
108
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$11.7억 +US$1.79억 3 5.4% 증가
109
First Pacific Advisors
First Pacific Advisors
California
US$11.7억 +US$1.78억 3 12.1% 증가
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$11.7억 -US$1051만 9 4.82% 축소
111
Swiss National Bank
Swiss National Bank
Switzerland
US$11.6억 +US$2289만 11 4.85% 증가
112
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$11.6억 -US$1.79억 11 5.68% 축소
113
Putnam Investments
Putnam Investments
Massachusetts
US$11.5억 +US$3516만 10 3.06% 증가
114
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$11.3억 -US$3938만 10 1.76% 축소
115
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$11.3억 +US$7943만 7 3.64% 증가
116
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$11.1억 +US$8084만 9 5.55% 증가
117
United Services Automobile Association
United Services Automobile Association
Texas
US$11.1억 -US$1245만 10 4.74% 축소
118
TD Asset Management
TD Asset Management
Ontario, Canada
US$11억 -US$9118만 9 2.18% 축소
119
Fred Alger Management
Fred Alger Management
New York
US$10.9억 -US$1.24억 8 6.08% 축소
120
Credit Agricole
Credit Agricole
France
US$10.8억 +US$10.8억 11 4.74% 신규
121
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
US$10.8억 +US$4708만 8 3.04% 증가
122
STRS Ohio
STRS Ohio
Ohio
US$10.7억 -US$1.47억 10 4.73% 축소
123
Janus Henderson Group
Janus Henderson Group
US$10.5억 -US$1.19억 9 11.6% 축소
124
HCM
Highfields Capital Management
Massachusetts
US$10.4억 +US$7.61억 1 8.23% 증가
125
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
US$10.4억 +US$1159만 4 14.91% 증가