← 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
151
Third Point
Third Point
New York
US$14.5억 -US$2231만 2 12.16% 축소
152
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$14.3억 +US$1.81억 13 8.82% 증가
153
Renaissance Technologies
Renaissance Technologies
New York
US$14.1억 -US$1.17억 12 1.66% 축소
154
Aviva
Aviva
United Kingdom
US$14.1억 +US$1344만 13 7.58% 증가
155
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$14.1억 +US$1.9억 13 8.96% 증가
156
Flossbach Von Storch
Flossbach Von Storch
Germany
US$14억 +US$2.05억 5 14.61% 증가
157
Yacktman Asset Management
Yacktman Asset Management
Texas
US$14억 -US$3648만 3 13.49% 축소
158
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$13.9억 -US$628만 12 7.26% 축소
159
Wellcome Trust
Wellcome Trust
United Kingdom
US$13.9억 US$0 3 22.21% 유지됨
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$13.7억 +US$1815만 15 7.12% 증가
161
DSM Capital Partners
DSM Capital Partners
Florida
US$13.5억 -US$9998만 4 19.11% 축소
162
Epoch Investment Partners
Epoch Investment Partners
New York
US$13.1억 +US$1511만 5 4.39% 증가
163
US Bancorp
US Bancorp
Minnesota
US$13억 +US$2456만 18 4.16% 증가
164
CIBC World Markets
CIBC World Markets
New York
US$12.9억 +US$4.24억 11 12.38% 증가
165
Glenview Capital Management
Glenview Capital Management
New York
US$12.6억 -US$3612만 2 7.33% 축소
166
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$12.6억 +US$1263만 13 9.11% 증가
167
Stifel Financial
Stifel Financial
Missouri
US$12.6억 +US$3127만 17 4.37% 증가
168
DnB Asset Management
DnB Asset Management
Norway
US$12.5억 +US$1.42억 12 16.64% 증가
169
Orbis Allan Gray
Orbis Allan Gray
Bermuda
US$12.5억 -US$6.65억 5 7.71% 축소
170
Guggenheim Capital
Guggenheim Capital
Illinois
US$12.5억 -US$5014만 16 2.93% 축소
171
Pendal Group
Pendal Group
Australia
US$12.3억 -US$6633만 9 15.93% 축소
172
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$12억 +US$3.18억 14 15.83% 증가
173
PointState Capital
PointState Capital
New York
US$11.9억 +US$1486만 5 10.11% 증가
174
AIG
American International Group
New York
US$11.9억 -US$3288만 16 4.19% 축소
175
Appaloosa LP
Appaloosa LP
New Jersey
US$11.6억 -US$3714만 2 16.3% 축소