← 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
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$32.1억 +US$1.12억 3 27.51% 증가
102
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$31.1억 -US$6.5억 23 4.02% 축소
103
United Services Automobile Association
United Services Automobile Association
Texas
US$31억 -US$3918만 20 7.98% 축소
104
Raymond James & Associates
Raymond James & Associates
Florida
US$30.5억 +US$1.51억 20 4.63% 증가
105
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$30.3억 +US$2812만 12 11.14% 증가
106
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$29.9억 -US$6588만 11 11.18% 축소
107
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$29.5억 -US$1.76억 14 7.48% 축소
108
Sanders Capital
Sanders Capital
Florida
US$28.5억 +US$1.56억 2 13.67% 증가
109
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
US$28.2억 -US$7421만 13 6.23% 축소
110
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$28.1억 +US$4.16억 4 3.58% 증가
111
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$27.9억 +US$3091만 12 11.53% 증가
112
Edgewood Management
Edgewood Management
Connecticut
US$27.5억 +US$1219만 3 9.61% 증가
113
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$27.4억 -US$6568만 5 27.99% 축소
114
Bessemer Group
Bessemer Group
New Jersey
US$27.2억 +US$1.86억 16 10.43% 증가
115
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$27억 -US$1.62억 5 4.86% 축소
116
Renaissance Technologies
Renaissance Technologies
New York
US$26.7억 +US$3.38억 20 2.43% 증가
117
Citigroup
Citigroup
New York
US$26억 +US$1362만 24 2.5% 증가
118
National Pension Service
National Pension Service
South Korea
US$25.8억 +US$8979만 11 9.94% 증가
119
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$25.7억 -US$536만 14 9.91% 축소
120
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$25.1억 -US$4326만 14 22.9% 축소
121
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
US$25억 -US$2.76억 1 83.85% 축소
122
Prudential plc
Prudential plc
United Kingdom
US$24.9억 -US$2.13억 12 8.96% 축소
123
Harding Loevner
Harding Loevner
New Jersey
US$24.1억 +US$5.7억 5 11.34% 증가
124
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$24억 +US$1.97억 3 16.93% 증가
125
Los Angeles Capital Management
Los Angeles Capital Management
California
US$23.9억 -US$9692만 18 13.29% 축소