← 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$27.2억 -US$1.94억 11 11.55% 축소
127
AQR Capital Management
AQR Capital Management
Connecticut
US$26.6억 +US$5058만 21 6.06% 증가
128
Jane Street
Jane Street
New York
US$26.4억 +US$4.1억 38 1.22% 증가
129
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$26.2억 -US$3865만 24 4.03% 축소
130
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$26억 -US$7899만 6 9.59% 축소
131
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$25.7억 -US$2.67억 2 70.47% 축소
132
Two Sigma Advisers
Two Sigma Advisers
New York
US$25.7억 +US$4.44억 31 7.17% 증가
133
Fred Alger Management
Fred Alger Management
New York
US$25.6억 -US$2.81억 9 13.9% 축소
134
Skye Global Management
Skye Global Management
Florida
US$25.5억 -US$2.9억 3 87.81% 축소
135
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
US$25.3억 +US$1.47억 23 3.66% 증가
136
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$25.3억 +US$3419만 21 10.95% 증가
137
First Manhattan
First Manhattan
New York
US$25억 -US$2247만 19 9.17% 축소
138
Axa
Axa
France
US$24.8억 -US$4711만 17 8.94% 축소
139
KBC Group
KBC Group
Belgium
US$24.5억 +US$1767만 17 11.91% 증가
140
HighTower Advisors
HighTower Advisors
Illinois
US$24.3억 +US$1.61억 27 5.55% 증가
141
Truist Financial
Truist Financial
North Carolina
US$24.2억 -US$5710만 21 4.26% 축소
142
Baird Financial Group
Baird Financial Group
Wisconsin
US$24.2억 +US$1.11억 12 6.37% 증가
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$24.2억 -US$5.98억 12 7.43% 축소
144
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$24.1억 +US$1020만 23 13.11% 증가
145
CIBC World Markets
CIBC World Markets
New York
US$23.9억 +US$9.15억 12 16.11% 증가
146
Artisan Partners
Artisan Partners
Wisconsin
US$23.8억 -US$7.53억 10 4.22% 축소
147
DnB Asset Management
DnB Asset Management
Norway
US$23.6억 +US$3억 15 16.64% 증가
148
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$23억 -US$359만 20 8.68% 축소
149
Renaissance Technologies
Renaissance Technologies
New York
US$22.8억 +US$1.03억 30 3.11% 증가
150
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$22.2억 +US$2.98억 4 14.46% 증가