← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$18.7억 +US$1.43억 13 6.59% 증가
152
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$18.4억 +US$8.59억 15 4.11% 증가
153
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$18.3억 -US$2.56억 13 3.9% 축소
154
Federated Hermes
Federated Hermes
Pennsylvania
US$18.2억 +US$4934만 16 4.41% 증가
155
Asset Management One
Asset Management One
Japan
US$18억 +US$1.37억 14 8.84% 증가
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$17.9억 -US$2.36억 11 12.63% 축소
157
Parnassus Investments
Parnassus Investments
California
US$17.8억 +US$3.16억 3 6.74% 증가
158
C WorldWide Group
C WorldWide Group
Denmark
US$17.6억 -US$2087만 5 21.93% 축소
159
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$17.5억 -US$297만 16 10.72% 축소
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$17.3억 -US$1.19억 18 9.33% 축소
161
Flossbach Von Storch
Flossbach Von Storch
Germany
US$17.3억 +US$5.21억 6 14.81% 증가
162
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$17.3억 -US$2.59억 14 4.45% 축소
163
William Blair & Company
William Blair & Company
Illinois
US$16.8억 +US$4240만 16 9.61% 증가
164
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$16.8억 -US$1313만 6 16.29% 축소
165
Aviva
Aviva
United Kingdom
US$16.5억 -US$864만 13 11.32% 축소
166
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$16.3억 +US$391만 1 8.5% 증가
167
Epoch Investment Partners
Epoch Investment Partners
New York
US$16.2억 +US$4946만 6 7.32% 증가
168
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$16.2억 -US$8697만 12 7.98% 축소
169
USS Investment Management
USS Investment Management
United Kingdom
US$16.1억 +US$7315만 6 16.52% 증가
170
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$15.6억 -US$1.31억 4 13.86% 축소
171
DnB Asset Management
DnB Asset Management
Norway
US$15.5억 -US$1.09억 13 17.85% 축소
172
Polar Capital
Polar Capital
United Kingdom
US$15.4억 -US$2996만 9 13.5% 축소
173
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$15.4억 -US$2037만 13 12.17% 축소
174
AMP Capital Investors
AMP Capital Investors
Australia
US$15.2억 -US$1135만 15 8.42% 축소
175
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
US$15.2억 -US$11.5억 3 20.49% 축소