← 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
AQR Capital Management
AQR Capital Management
Connecticut
US$43.9억 -US$2.45억 21 8.33% 축소
127
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$43.4억 -US$1.53억 16 10.16% 축소
128
Tiger Global Management
Tiger Global Management
New York
US$43.2억 -US$14.7억 6 16.23% 축소
129
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$43.1억 -US$3.74억 19 5.77% 축소
130
Edgewood Management
Edgewood Management
Connecticut
US$42.7억 -US$2249만 2 8.56% 축소
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$42.4억 -US$7015만 11 14.6% 축소
132
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$42.2억 +US$6.67억 26 5.68% 증가
133
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$42.2억 +US$3.01억 16 16.49% 증가
134
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$41.7억 -US$10.5억 18 6.3% 축소
135
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$41.6억 -US$1.39억 8 13.15% 축소
136
Generation Investment Management
Generation Investment Management
United Kingdom
US$41.3억 +US$3.56억 6 18.93% 증가
137
Jane Street
Jane Street
New York
US$41.1억 +US$2.33억 36 1.33% 증가
138
Axa
Axa
France
US$40.8억 -US$1.29억 19 11.59% 축소
139
US Bancorp
US Bancorp
Minnesota
US$40.6억 -US$2716만 34 6.76% 축소
140
Los Angeles Capital Management
Los Angeles Capital Management
California
US$40.1억 -US$7048만 12 15.77% 축소
141
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$38.8억 +US$2.08억 26 8.41% 증가
142
LPL Financial
LPL Financial
California
US$38.5억 +US$1억 26 3.31% 증가
143
Truist Financial
Truist Financial
North Carolina
US$37.5억 -US$1979만 23 5.93% 축소
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$35.9억 -US$2.24억 21 12.68% 축소
145
First Manhattan
First Manhattan
New York
US$35.4억 +US$7545만 18 11.57% 증가
146
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$35.4억 -US$6715만 23 16.04% 축소
147
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$35억 -US$3491만 4 16.64% 축소
148
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$34.6억 -US$6.19억 3 21.17% 축소
149
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$34.3억 +US$2.17억 19 6.72% 증가
150
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$34.3억 +US$3.25억 15 11.92% 증가