← 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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$50.3억 +US$1.46억 21 7.25% 증가
127
Tiger Global Management
Tiger Global Management
New York
US$49.4억 +US$11.3억 3 27.02% 증가
128
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$49억 +US$1.84억 18 7.69% 증가
129
Natixis Advisors
Natixis Advisors
Massachusetts
US$47.7억 +US$3.44억 17 10.98% 증가
130
AQR Capital Management
AQR Capital Management
Connecticut
US$47.7억 +US$1006만 23 8.13% 증가
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$47.6억 +US$558만 10 15.58% 증가
132
Harris Associates
Harris Associates
Illinois
US$47.6억 -US$7.16억 5 7.7% 축소
133
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$47.6억 -US$1.61억 7 13.87% 축소
134
Axa
Axa
France
US$45.8억 +US$1.99억 17 13.74% 증가
135
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$45.8억 +US$7372만 24 12.09% 증가
136
HighTower Advisors
HighTower Advisors
Illinois
US$45.6억 -US$2.19억 26 7.38% 축소
137
Artisan Partners
Artisan Partners
Wisconsin
US$45억 +US$1.04억 9 6.5% 증가
138
Allspring Global Investments
Allspring Global Investments
North Carolina
US$44.2억 -US$2.07억 22 6.89% 축소
139
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$42.6억 -US$1.37억 2 16.67% 축소
140
Coatue Management
Coatue Management
New York
US$42.6억 +US$2.68억 6 16.69% 증가
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$41.9억 +US$6.18억 9 15.22% 증가
142
Flossbach Von Storch
Flossbach Von Storch
Germany
US$41.9억 -US$4.14억 6 18.21% 축소
143
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$41.8억 -US$1.63억 15 10.06% 축소
144
Truist Financial
Truist Financial
North Carolina
US$41.8억 +US$551만 20 6.32% 증가
145
William Blair Investment Management
William Blair Investment Management
Illinois
US$41.7억 +US$3.6억 7 10.77% 증가
146
Citadel Advisors
Citadel Advisors
Florida
US$41.3억 -US$8.06억 38 0.8% 축소
147
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$41억 +US$3.8억 19 15.74% 증가
148
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$40.8억 -US$4.69억 16 8.23% 축소
149
Baird Financial Group
Baird Financial Group
Wisconsin
US$40.3억 +US$6985만 15 8.45% 증가
150
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$40억 -US$5714만 23 17.29% 축소