← 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
126
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$21.2억 -US$929만 11 9.11% 축소
127
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$20.9억 -US$5314만 15 7.83% 축소
128
Raymond James & Associates
Raymond James & Associates
Florida
US$20.6억 +US$8119만 17 3.78% 증가
129
JSP
Jackson Square Partners
California
US$20.6억 -US$3.75억 4 10.46% 축소
130
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$20.2억 -US$2833만 20 8.56% 축소
131
Bessemer Group
Bessemer Group
New Jersey
US$20.1억 -US$2757만 14 7.8% 축소
132
Citadel Advisors
Citadel Advisors
Florida
US$19.9억 +US$3.55억 22 1.21% 증가
133
Korea Investment Corp
Korea Investment Corp
South Korea
US$19.9억 +US$7858만 12 9.07% 증가
134
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$19.6억 +US$9237만 2 17.99% 증가
135
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$19.4억 +US$5513만 4 15.09% 증가
136
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$18.5억 +US$2억 9 6.01% 증가
137
William Blair Investment Management
William Blair Investment Management
Illinois
US$18.4억 -US$4.51억 6 7.13% 축소
138
STRS Ohio
STRS Ohio
Ohio
US$18.3억 -US$5380만 16 7.82% 축소
139
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$18.1억 +US$2894만 2 15.39% 증가
140
Los Angeles Capital Management
Los Angeles Capital Management
California
US$17.9억 -US$5578만 11 9.76% 축소
141
Renaissance Technologies
Renaissance Technologies
New York
US$17.8억 +US$2.37억 15 1.96% 증가
142
Third Point
Third Point
New York
US$17.6억 +US$2.8억 2 12.71% 증가
143
Citigroup
Citigroup
New York
US$17.4억 -US$3693만 22 1.4% 축소
144
Axa
Axa
France
US$17.1억 +US$3656만 15 6.72% 증가
145
National Pension Service
National Pension Service
South Korea
US$17.1억 +US$6444만 10 8.52% 증가
146
SEI Investments
SEI Investments
Pennsylvania
US$16.7억 -US$8661만 18 5.78% 축소
147
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$16.2억 +US$4522만 2 13.27% 증가
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$15.9억 +US$4919만 15 7.8% 증가
149
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$15.7억 +US$2.41억 15 18.06% 증가
150
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$15.7억 -US$1825만 12 11.09% 축소