← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$36억 -US$11.5억 42 0.91% 축소
102
Allspring Global Investments
Allspring Global Investments
North Carolina
US$35.3억 -US$7.54억 27 6.03% 축소
103
Sands Capital Management
Sands Capital Management
Virginia
US$34.9억 -US$1억 6 13.2% 축소
104
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$34.7억 -US$9665만 15 11.67% 축소
105
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$34.1억 -US$6236만 3 15.56% 축소
106
Korea Investment Corp
Korea Investment Corp
South Korea
US$34.1억 -US$4.01억 15 10.7% 축소
107
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$33.9억 +US$2283만 21 8.84% 증가
108
Flossbach Von Storch
Flossbach Von Storch
Germany
US$33.5억 -US$6.1억 7 12.8% 축소
109
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$33.4억 +US$2.93억 13 5.55% 증가
110
Allianz Asset Management
Allianz Asset Management
Germany
US$32.9억 -US$7757만 19 6.38% 축소
111
Generation Investment Management
Generation Investment Management
United Kingdom
US$32.4억 -US$9440만 5 18.73% 축소
112
First Eagle Investment Management
First Eagle Investment Management
New York
US$30.8억 -US$6.54억 5 8.47% 축소
113
ProShare Advisors
ProShare Advisors
Maryland
US$30.4억 +US$2.53억 25 10.69% 증가
114
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$30.3억 +US$2.71억 15 13.6% 증가
115
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$30.1억 -US$5.75억 22 5.33% 축소
116
US Bancorp
US Bancorp
Minnesota
US$30억 +US$3.16억 32 5.31% 증가
117
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$29.8억 +US$3.1억 16 10.65% 증가
118
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$29.7억 +US$5.1억 18 4.45% 증가
119
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$29.3억 +US$4051만 21 4.9% 증가
120
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$28.4억 -US$3.73억 18 8.19% 축소
121
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$28.4억 +US$5.2억 3 23.22% 증가
122
LPL Financial
LPL Financial
California
US$28.2억 +US$3369만 29 2.42% 증가
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$28.1억 -US$1.9억 27 9.05% 축소
124
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$27.8억 -US$8993만 28 6.21% 축소
125
Tiger Global Management
Tiger Global Management
New York
US$27.2억 +US$2.73억 6 33.36% 증가