← 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
MTB
Mizuho Trust & Banking
Japan
US$23.2억 +US$3108만 10 6.86% 증가
102
TD Asset Management
TD Asset Management
Ontario, Canada
US$23억 -US$1001만 13 3.99% 축소
103
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$22.7억 -US$6008만 15 2.65% 축소
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$22.7억 -US$1440만 14 7.07% 축소
105
Vontobel Asset Management
Vontobel Asset Management
New York
US$22.5억 +US$2.07억 3 17.67% 증가
106
ValueAct Holdings
ValueAct Holdings
California
US$22.2억 -US$10.2억 1 19.36% 축소
107
JSP
Jackson Square Partners
California
US$22.2억 -US$1.64억 3 9.95% 축소
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$22.1억 +US$2.64억 19 3.9% 증가
109
Edgewood Management
Edgewood Management
Connecticut
US$21.5억 +US$4734만 5 14.16% 증가
110
Swedbank
Swedbank
Sweden
US$21.4억 +US$2546만 6 17.58% 증가
111
Credit Agricole
Credit Agricole
France
US$20.1억 +US$2.41억 14 6.53% 증가
112
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$20억 -US$7426만 3 19.12% 축소
113
United Services Automobile Association
United Services Automobile Association
Texas
US$19.6억 -US$1267만 16 6.64% 축소
114
Tiger Global Management
Tiger Global Management
New York
US$19.3억 +US$6.21억 4 27.76% 증가
115
William Blair Investment Management
William Blair Investment Management
Illinois
US$18.5억 +US$2.93억 7 7% 증가
116
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$18.5억 -US$3.38억 4 7.71% 축소
117
Epoch Investment Partners
Epoch Investment Partners
New York
US$18.1억 -US$2094만 4 6.76% 축소
118
First Pacific Advisors
First Pacific Advisors
California
US$18억 -US$2.87억 4 14.96% 축소
119
Barclays
Barclays
United Kingdom
US$18억 -US$1.51억 19 2% 축소
120
Prudential plc
Prudential plc
United Kingdom
US$17.5억 -US$6368만 9 6.61% 축소
121
Canada Life
Canada Life
Manitoba, Canada
US$17.4억 +US$1673만 15 5.08% 증가
122
Carmignac Gestion
Carmignac Gestion
France
US$17.3억 -US$2.61억 5 12.95% 축소
123
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$17.2억 -US$9790만 5 19.54% 축소
124
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$17.2억 +US$4.07억 19 7.09% 증가
125
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$16.6억 +US$6061만 14 7.93% 증가