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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$27.6억 -US$6963만 10 16.27% 축소
102
TD Asset Management
TD Asset Management
Ontario, Canada
US$27.4억 -US$3143만 13 3.99% 축소
103
Polen Capital Management
Polen Capital Management
Florida
US$27.4억 +US$3951만 5 20.36% 증가
104
DZ Bank
DZ Bank
Germany
US$27.3억 +US$1.41억 11 10.48% 증가
105
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$26.9억 -US$1408만 12 7.39% 축소
106
United Services Automobile Association
United Services Automobile Association
Texas
US$26.8억 +US$467만 18 7.33% 증가
107
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$26.6억 +US$6.08억 4 21.83% 증가
108
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$26.5억 +US$4.02억 18 3.65% 증가
109
Edgewood Management
Edgewood Management
Connecticut
US$26.3억 +US$3815만 4 11.43% 증가
110
First Trust Advisors
First Trust Advisors
Illinois
US$25.6억 +US$7812만 16 6.09% 증가
111
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$24.7억 -US$3994만 10 9.37% 축소
112
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$24.6억 -US$17.2억 19 4.37% 축소
113
Sanders Capital
Sanders Capital
Florida
US$24.6억 +US$4766만 2 13.36% 증가
114
Coatue Management
Coatue Management
New York
US$24.5억 +US$3.05억 6 19.18% 증가
115
Prudential plc
Prudential plc
United Kingdom
US$24.1억 -US$2483만 11 7.34% 축소
116
Viking Global Investors
Viking Global Investors
Connecticut
US$24.1억 -US$4.69억 3 14.81% 축소
117
Vontobel Asset Management
Vontobel Asset Management
New York
US$24.1억 -US$1.65억 5 17.16% 축소
118
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$24.1억 +US$1.07억 14 6.19% 증가
119
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$24억 -US$1.49억 2 19.46% 축소
120
Brown Advisory
Brown Advisory
Maryland
US$24억 -US$4886만 12 7.58% 축소
121
Canada Life
Canada Life
Manitoba, Canada
US$22.9억 +US$4670만 18 5.4% 증가
122
First Pacific Advisors
First Pacific Advisors
California
US$22.9억 +US$2050만 4 17.09% 증가
123
Macquarie Group
Macquarie Group
Australia
US$22.2억 -US$8271만 19 3.93% 축소
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$21.7억 +US$1080만 12 7.27% 증가
125
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
US$21.6억 +US$1.73억 1 88.23% 증가