← 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
JSP
Jackson Square Partners
California
US$22.3억 +US$1.15억 4 11.17% 증가
127
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$22.2억 -US$5099만 11 9.85% 축소
128
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$22.1억 -US$3.52억 19 4.15% 축소
129
Citigroup
Citigroup
New York
US$22.1억 +US$3.33억 22 1.82% 증가
130
First Pacific Advisors
First Pacific Advisors
California
US$22억 -US$9024만 5 16.79% 축소
131
Bessemer Group
Bessemer Group
New Jersey
US$21.7억 -US$1276만 13 8.46% 축소
132
William Blair Investment Management
William Blair Investment Management
Illinois
US$21.7억 +US$1.7억 8 8.28% 증가
133
Renaissance Technologies
Renaissance Technologies
New York
US$21.4억 +US$2.63억 18 2.34% 증가
134
Korea Investment Corp
Korea Investment Corp
South Korea
US$21.1억 -US$2883만 12 9.78% 축소
135
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$21억 -US$9607만 20 9.14% 축소
136
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$20억 -US$1.49억 3 20.86% 축소
137
Coatue Management
Coatue Management
New York
US$19.4억 -US$7.27억 4 16.03% 축소
138
Los Angeles Capital Management
Los Angeles Capital Management
California
US$19.2억 +US$984만 12 10.91% 증가
139
Axa
Axa
France
US$19억 +US$8272만 15 7.6% 증가
140
STRS Ohio
STRS Ohio
Ohio
US$19억 -US$5597만 16 8.42% 축소
141
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$18.7억 +US$1.29억 14 19.23% 증가
142
National Pension Service
National Pension Service
South Korea
US$18.6억 +US$3398만 11 9.24% 증가
143
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$18.6억 -US$1.23억 4 15.04% 축소
144
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$16.8억 +US$1.49억 3 13.68% 증가
145
ProShare Advisors
ProShare Advisors
Maryland
US$16.6억 +US$2.95억 17 10.85% 증가
146
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$16.3억 -US$2.26억 2 14.49% 축소
147
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$16.2억 -US$3516만 12 8.02% 축소
148
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$16.1억 -US$3.55억 9 5.93% 축소
149
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$16.1억 +US$3063만 2 12.93% 증가
150
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$15.7억 -US$6852만 16 10.46% 축소