← 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
Gates Foundation Trust
Gates Foundation Trust
Washington
US$31.6억 -US$7.75억 1 14.27% 축소
102
DZ Bank
DZ Bank
Germany
US$31.5억 +US$3182만 14 11.64% 증가
103
United Services Automobile Association
United Services Automobile Association
Texas
US$29.7억 -US$8572만 18 7.88% 축소
104
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$29.6억 -US$8186만 14 8.52% 축소
105
Artisan Partners
Artisan Partners
Wisconsin
US$29.2억 +US$1.96억 7 5.85% 증가
106
TD Asset Management
TD Asset Management
Ontario, Canada
US$28.9억 -US$2.81억 13 4.4% 축소
107
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$28.6억 -US$8801만 14 6.84% 축소
108
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$28.5억 -US$3398만 11 10.75% 축소
109
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$27.8억 -US$2.7억 6 4.47% 축소
110
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$27.5억 +US$1.99억 3 22.94% 증가
111
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$27.3억 -US$3.95억 4 24.49% 축소
112
Prudential plc
Prudential plc
United Kingdom
US$27.2억 -US$6764만 12 8.53% 축소
113
Brown Advisory
Brown Advisory
Maryland
US$27.2억 -US$2315만 12 8.36% 축소
114
Canada Life
Canada Life
Manitoba, Canada
US$26.7억 +US$6194만 18 6.28% 증가
115
Raymond James & Associates
Raymond James & Associates
Florida
US$26억 +US$1.44억 18 4.38% 증가
116
Sanders Capital
Sanders Capital
Florida
US$25.9억 -US$2860만 2 13.89% 축소
117
JSP
Jackson Square Partners
California
US$25억 +US$1.02억 4 12.78% 증가
118
Macquarie Group
Macquarie Group
Australia
US$24.7억 +US$1.32억 20 4.27% 증가
119
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$24.7억 -US$9839만 17 9.81% 축소
120
Viking Global Investors
Viking Global Investors
Connecticut
US$24.4억 -US$1.75억 4 13.94% 축소
121
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
US$24.1억 +US$1525만 1 93.79% 증가
122
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$24.1억 -US$585만 11 10.42% 축소
123
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$23.7억 -US$1.29억 11 7.72% 축소
124
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$23.6억 +US$4373만 4 8.9% 증가
125
Bessemer Group
Bessemer Group
New Jersey
US$23.3억 -US$3554만 13 9.03% 축소