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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
First Trust Advisors
First Trust Advisors
Illinois
US$43.7억 +US$1.78억 26 5.04% 증가
102
Flossbach Von Storch
Flossbach Von Storch
Germany
US$43.6억 +US$3.06억 6 18.34% 증가
103
Sands Capital Management
Sands Capital Management
Virginia
US$43.5억 +US$9020만 6 14.33% 증가
104
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$41억 +US$45.3만 3 17.67% 증가
105
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$40.7억 +US$5.01억 19 6.63% 증가
106
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$40.6억 +US$9579만 15 5.91% 증가
107
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
US$40.4억 +US$4.69억 24 5.05% 증가
108
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$40.3억 +US$1247만 20 9.8% 증가
109
Korea Investment Corp
Korea Investment Corp
South Korea
US$40.2억 -US$2820만 16 11.7% 축소
110
ProShare Advisors
ProShare Advisors
Maryland
US$39.2억 +US$3.03억 18 11.99% 증가
111
Tiger Global Management
Tiger Global Management
New York
US$39.2억 +US$6.22억 6 35.65% 증가
112
Quilter Plc
Quilter Plc
United Kingdom
US$39.2억 +US$446만 7 15.03% 증가
113
Allianz Asset Management
Allianz Asset Management
Germany
US$38.9억 -US$222만 22 6.9% 축소
114
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$38.8억 -US$7.06억 18 13.77% 축소
115
Generation Investment Management
Generation Investment Management
United Kingdom
US$38.3억 -US$1234만 4 20.42% 축소
116
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$37.7억 +US$1.86억 20 5.96% 증가
117
Allspring Global Investments
Allspring Global Investments
North Carolina
US$37.6억 -US$4.17억 26 6.23% 축소
118
GQG Partners
GQG Partners
Florida
US$37.3억 +US$32.7억 4 9.77% 증가
119
First Eagle Investment Management
First Eagle Investment Management
New York
US$36.4억 +US$7256만 4 9.63% 증가
120
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$36.3억 -US$147만 15 14.52% 축소
121
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$35.6억 +US$1623만 16 7.88% 증가
122
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$35.4억 +US$1.93억 19 9.64% 증가
123
US Bancorp
US Bancorp
Minnesota
US$35.1억 -US$4741만 32 5.93% 축소
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$34.9억 +US$1.6억 25 10.37% 증가
125
LPL Financial
LPL Financial
California
US$34.6억 +US$1.12억 30 2.69% 증가