← 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
JSP
Jackson Square Partners
California
US$20.9억 +US$7337만 4 10.95% 증가
152
Renaissance Technologies
Renaissance Technologies
New York
US$20.7억 +US$9.11억 17 1.59% 증가
153
Flossbach Von Storch
Flossbach Von Storch
Germany
US$20.4억 -US$1.09억 6 13.87% 축소
154
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$20.4억 +US$7640만 14 14.14% 증가
155
Parnassus Investments
Parnassus Investments
California
US$20.4억 -US$6895만 3 6.87% 축소
156
C WorldWide Group
C WorldWide Group
Denmark
US$20.4억 +US$3098만 5 24.33% 증가
157
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$20.3억 +US$5698만 14 4.99% 증가
158
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$20.2억 +US$1322만 12 8.96% 증가
159
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$20억 -US$1957만 16 12.81% 축소
160
Viking Global Investors
Viking Global Investors
Connecticut
US$20억 -US$12.6억 4 9.39% 축소
161
Coatue Management
Coatue Management
New York
US$19.9억 -US$6094만 6 15.85% 축소
162
Aviva
Aviva
United Kingdom
US$19.8억 +US$469만 14 11.97% 증가
163
Asset Management One
Asset Management One
Japan
US$19.7억 -US$907만 15 8.9% 축소
164
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$19.3억 -US$34만 17 10.03% 축소
165
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$19.2억 +US$13만 1 9.08% 증가
166
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$19억 +US$2884만 5 18.16% 증가
167
DnB Asset Management
DnB Asset Management
Norway
US$19억 +US$1.71억 13 18.65% 증가
168
Millennium Management
Millennium Management
New York
US$18.9억 +US$6.48억 21 2.37% 증가
169
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$18.9억 +US$2.7억 15 8.61% 증가
170
AIG
American International Group
New York
US$18.6억 -US$1.18억 19 7.2% 축소
171
William Blair & Company
William Blair & Company
Illinois
US$18.3억 +US$2847만 17 9.42% 증가
172
Citadel Advisors
Citadel Advisors
Florida
US$18.3억 -US$1.87억 27 0.79% 축소
173
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$18억 +US$1.11억 13 12.25% 증가
174
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$18억 -US$2704만 13 7.95% 축소
175
Epoch Investment Partners
Epoch Investment Partners
New York
US$17.9억 -US$2563만 5 7.74% 축소