← 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$20.9억 -US$4121만 13 3.8% 축소
102
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$20.9억 -US$1459만 10 5.71% 축소
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$20.5억 +US$2.81억 13 6.52% 증가
104
MTB
Mizuho Trust & Banking
Japan
US$20.3억 +US$4182만 10 6.23% 증가
105
First Pacific Advisors
First Pacific Advisors
California
US$20.1억 +US$1.44억 4 16.96% 증가
106
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$20.1억 +US$1.63억 13 8.15% 증가
107
BlackRock Japan
BlackRock Japan
Japan
US$20.1억 +US$7619만 14 7.21% 증가
108
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$19.8억 +US$7755만 4 8.48% 증가
109
Swedbank
Swedbank
Sweden
US$18.7억 +US$2.4억 6 15.78% 증가
110
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$18.5억 +US$1.62억 3 18.08% 증가
111
Edgewood Management
Edgewood Management
Connecticut
US$18.2억 -US$1516만 4 13.37% 축소
112
United Services Automobile Association
United Services Automobile Association
Texas
US$17.5억 -US$9135만 14 6.26% 축소
113
Carmignac Gestion
Carmignac Gestion
France
US$17.5억 -US$5.41억 3 14.96% 축소
114
Barclays
Barclays
United Kingdom
US$17.1억 +US$2.13억 18 2.22% 증가
115
Epoch Investment Partners
Epoch Investment Partners
New York
US$17억 -US$3450만 4 6.37% 축소
116
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$16.9억 +US$2.11억 5 18.58% 증가
117
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$16.5억 +US$1.3억 15 3.04% 증가
118
Vontobel Asset Management
Vontobel Asset Management
New York
US$16.3억 +US$2.31억 3 13.28% 증가
119
Prudential plc
Prudential plc
United Kingdom
US$16.3억 +US$1.42억 9 6.39% 증가
120
Canada Life
Canada Life
Manitoba, Canada
US$15.4억 +US$2.87억 14 4.63% 증가
121
Credit Agricole
Credit Agricole
France
US$15.3억 +US$2.93억 14 5.89% 증가
122
Yacktman Asset Management
Yacktman Asset Management
Texas
US$15.2억 -US$126만 3 12.57% 축소
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$14.7억 -US$1.1억 11 5.93% 축소
124
Generation Investment Management
Generation Investment Management
United Kingdom
US$14.7억 +US$2.63억 3 16.97% 증가
125
abrdn Investment Management
abrdn Investment Management
United Kingdom
US$14.6억 +US$2637만 6 6.61% 증가