← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$45.2억 -US$2.78억 16 12.11% 축소
127
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$44억 -US$3258만 11 14.06% 축소
128
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$43.9억 -US$1.27억 19 11.43% 축소
129
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$43.2억 +US$4.66억 24 11.17% 증가
130
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$42.6억 +US$3.01억 22 12.22% 증가
131
Generation Investment Management
Generation Investment Management
United Kingdom
US$42.5억 -US$10.3억 4 25.68% 축소
132
Baird Financial Group
Baird Financial Group
Wisconsin
US$41.4억 +US$2372만 14 7.96% 증가
133
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$41.1억 -US$1.9억 4 23.05% 축소
134
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$40.7억 +US$3.53억 17 13.23% 증가
135
Storebrand Asset Management
Storebrand Asset Management
Norway
US$40.5억 -US$2520만 17 13.17% 축소
136
Artisan Partners
Artisan Partners
Wisconsin
US$40.1억 +US$4.36억 10 6.48% 증가
137
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$39.9억 +US$7.31억 17 7.81% 증가
138
Credit Agricole
Credit Agricole
France
US$39.8억 -US$3.05억 20 12.5% 축소
139
Vontobel Holding
Vontobel Holding
Switzerland
US$39.7억 -US$4.52억 18 14.49% 축소
140
William Blair & Company
William Blair & Company
Illinois
US$39.6억 -US$2304만 21 11.95% 축소
141
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$39.4억 -US$2.17억 28 3.51% 축소
142
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$38.9억 -US$1.35억 13 8.16% 축소
143
Mariner
Mariner
Kansas
US$38.9억 +US$3.04억 24 6.47% 증가
144
Axa
Axa
France
US$38.6억 -US$2.07억 19 12.67% 축소
145
Truist Financial
Truist Financial
North Carolina
US$38.5억 +US$2228만 19 6.16% 증가
146
APG Asset Management
APG Asset Management
Netherlands
US$38.2억 +US$5697만 13 11.83% 증가
147
First Manhattan
First Manhattan
New York
US$37.9억 -US$751만 10 11.07% 축소
148
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$37.1억 -US$3131만 22 15.8% 축소
149
Nomura Asset Management
Nomura Asset Management
Japan
US$36.4억 +US$6752만 17 11.14% 증가
150
First Eagle Investment Management
First Eagle Investment Management
New York
US$36.1억 +US$9576만 6 7.54% 증가