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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
151
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$13.5억 +US$4104만 11 6.46% 증가
152
Aviva
Aviva
United Kingdom
US$13.4억 +US$2477만 13 7.49% 증가
153
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$13.4억 -US$9654만 10 6.05% 축소
154
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$13.1억 +US$756만 15 7.18% 증가
155
Third Point
Third Point
New York
US$12.8억 +US$6.5억 3 11.39% 증가
156
DSM Capital Partners
DSM Capital Partners
Florida
US$12.8억 +US$1.46억 4 18.93% 증가
157
Guggenheim Capital
Guggenheim Capital
Illinois
US$12.4억 +US$1.19억 16 3.3% 증가
158
Parnassus Investments
Parnassus Investments
California
US$12.3억 +US$5114만 4 5.21% 증가
159
Wellcome Trust
Wellcome Trust
United Kingdom
US$12.3억 US$0 3 20.99% 유지됨
160
US Bancorp
US Bancorp
Minnesota
US$12.3억 +US$2505만 17 4.1% 증가
161
AIG
American International Group
New York
US$12.2억 +US$2025만 16 4.34% 증가
162
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$12.1억 +US$516만 13 8.92% 증가
163
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$12.1억 +US$6485만 4 11.19% 증가
164
Epoch Investment Partners
Epoch Investment Partners
New York
US$12.1억 -US$3.85억 4 4.08% 축소
165
Pendal Group
Pendal Group
Australia
US$12억 +US$11.1억 12 17.42% 신규
166
Glenview Capital Management
Glenview Capital Management
New York
US$12억 +US$6.11억 2 7.78% 증가
167
Flossbach Von Storch
Flossbach Von Storch
Germany
US$11.8억 +US$2.61억 6 13.46% 증가
168
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$11.8억 +US$2707만 13 8.14% 증가
169
Stifel Financial
Stifel Financial
Missouri
US$11.8억 +US$5697만 17 4.36% 증가
170
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$11.5억 -US$1.18억 13 10.63% 축소
171
Boussard & Gavaudan Investment Management
Boussard & Gavaudan Investment Management
United Kingdom
US$11.4억 +US$2.14억 1 81.91% 증가
172
AMP Capital Investors
AMP Capital Investors
Australia
US$11.3억 +US$1403만 12 6.67% 증가
173
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$11억 -US$3109만 1 9.84% 축소
174
ValueAct Holdings
ValueAct Holdings
California
US$11억 -US$4.8억 1 9.86% 축소
175
PointState Capital
PointState Capital
New York
US$11억 +US$1.79억 4 11.92% 증가