← 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
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$39.7억 +US$1.58억 27 2.27% 증가
102
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$38.7억 +US$14.2억 18 12.46% 증가
103
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$38.2억 -US$381억 11 13.69% 축소
104
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$38억 -US$8493만 23 6.45% 축소
105
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$37.4억 +US$6140만 20 11.06% 증가
106
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$37억 -US$1.06억 25 9.96% 축소
107
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$36.6억 -US$1.93억 3 17.37% 축소
108
Generation Investment Management
Generation Investment Management
United Kingdom
US$36.4억 -US$1.67억 6 21.58% 축소
109
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$35.9억 +US$7685만 21 10.05% 증가
110
Allianz Asset Management
Allianz Asset Management
Germany
US$35.3억 -US$61.4억 18 7.17% 축소
111
APG Asset Management
APG Asset Management
Netherlands
US$34.4억 +US$2644만 16 8.88% 증가
112
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$33.5억 -US$6335만 17 10.82% 축소
113
Artisan Partners
Artisan Partners
Wisconsin
US$33.1억 -US$4022만 10 5.83% 축소
114
First Eagle Investment Management
First Eagle Investment Management
New York
US$32.8억 -US$1.04억 6 9.83% 축소
115
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$32.7억 -US$1.18억 3 69.82% 축소
116
Skye Global Management
Skye Global Management
Florida
US$32.5억 -US$2.48억 3 75.78% 축소
117
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$32.1억 -US$1911만 30 3.83% 축소
118
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$32억 +US$2424만 27 8.25% 증가
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$31.8억 -US$5.99억 27 10.1% 축소
120
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$31.8억 +US$6217만 16 12.2% 증가
121
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$30.8억 +US$4132만 10 13.16% 증가
122
Fred Alger Management
Fred Alger Management
New York
US$30.8억 -US$7835만 8 15.61% 축소
123
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$30.7억 -US$3.65억 13 5.71% 축소
124
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$30.5억 -US$9264만 14 8.88% 축소
125
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$30.3억 +US$1.92억 28 7.93% 증가