← 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
TD Asset Management
TD Asset Management
Ontario, Canada
US$21.7억 +US$7353만 12 4.31% 증가
102
Nordea Investment Management
Nordea Investment Management
Sweden
US$21.5억 -US$2.18억 13 7.3% 축소
103
AQR Capital Management
AQR Capital Management
Connecticut
US$20.8억 +US$2.87억 14 3.64% 증가
104
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$20.8억 +US$4.07억 4 8.42% 증가
105
Carmignac Gestion
Carmignac Gestion
France
US$20.5억 -US$1.94억 3 22.62% 축소
106
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$20.5억 -US$2.64억 19 0.95% 축소
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$20.4억 +US$3093만 14 6.55% 증가
108
First Pacific Advisors
First Pacific Advisors
California
US$20.3억 -US$1.39억 4 18.04% 축소
109
Silver Lake Group
Silver Lake Group
California
US$19.9억 -US$2.53억 1 28.11% 축소
110
MTB
Mizuho Trust & Banking
Japan
US$19.8억 -US$1.57억 11 6.52% 축소
111
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$19.5억 +US$8.58억 8 7.31% 증가
112
BlackRock Japan
BlackRock Japan
Japan
US$19.5억 +US$8722만 13 7.28% 증가
113
Citadel Advisors
Citadel Advisors
Florida
US$19억 +US$1.96억 16 2.07% 증가
114
United Services Automobile Association
United Services Automobile Association
Texas
US$18.7억 +US$6370만 13 6.68% 증가
115
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$18.5억 +US$1.54억 13 8.57% 증가
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$18.2억 +US$2102만 13 6.78% 증가
117
Swedbank
Swedbank
Sweden
US$17.8억 -US$4116만 6 14% 축소
118
Edgewood Management
Edgewood Management
Connecticut
US$17.7억 +US$3842만 4 13.11% 증가
119
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$17.3억 +US$6444만 3 18.03% 증가
120
Epoch Investment Partners
Epoch Investment Partners
New York
US$17.2억 -US$1552만 4 6.79% 축소
121
First Trust Advisors
First Trust Advisors
Illinois
US$17.1억 +US$2.54억 13 4.45% 증가
122
Prudential plc
Prudential plc
United Kingdom
US$16.7억 -US$5960만 9 6.8% 축소
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$16.2억 -US$1535만 9 6.23% 축소
124
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$16억 -US$4.23억 5 20.07% 축소
125
Yacktman Asset Management
Yacktman Asset Management
Texas
US$15.9억 -US$3.14억 3 12.08% 축소