← 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
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$21.3억 -US$7503만 10 5.77% 축소
102
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$20.8억 +US$5743만 14 6.47% 증가
103
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$20.8억 +US$1.26억 9 7.71% 증가
104
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$20.2억 +US$2.51억 7 4.91% 증가
105
MTB
Mizuho Trust & Banking
Japan
US$19.9억 +US$4580만 11 6.3% 증가
106
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$19.5억 -US$2.38억 4 8.21% 축소
107
BlackRock Japan
BlackRock Japan
Japan
US$19.5억 +US$1845만 12 7.27% 증가
108
First Pacific Advisors
First Pacific Advisors
California
US$19.3억 -US$1.86억 4 17.54% 축소
109
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$19.3억 +US$1.19억 13 7.95% 증가
110
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$19억 -US$6709만 17 1.01% 축소
111
United Services Automobile Association
United Services Automobile Association
Texas
US$18.6억 +US$1024만 14 6.72% 증가
112
Epoch Investment Partners
Epoch Investment Partners
New York
US$18.3억 +US$8105만 4 6.92% 증가
113
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$18억 +US$5224만 3 17.34% 증가
114
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$17.8억 -US$2902만 13 6.76% 축소
115
Coatue Management
Coatue Management
New York
US$17.7억 -US$4.44억 6 22.05% 축소
116
Edgewood Management
Edgewood Management
Connecticut
US$17.5억 +US$9882만 4 12.58% 증가
117
Swedbank
Swedbank
Sweden
US$17억 -US$3362만 5 13.79% 축소
118
Silver Lake Group
Silver Lake Group
California
US$16.1억 -US$2.86억 1 26.87% 축소
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$16억 -US$1267만 11 6.25% 축소
120
Yacktman Asset Management
Yacktman Asset Management
Texas
US$15.7억 -US$1.19억 3 12.2% 축소
121
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$15.6억 -US$7910만 5 19.57% 축소
122
Prudential plc
Prudential plc
United Kingdom
US$15.6억 -US$1.26억 9 6.31% 축소
123
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$15.3억 +US$1568만 10 6.9% 증가
124
Barclays
Barclays
United Kingdom
US$15억 -US$6.35억 18 2.29% 축소
125
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$14.7억 +US$1.37억 17 2.65% 증가