← 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
C WorldWide Group
C WorldWide Group
Denmark
US$19.1억 -US$5450만 5 26.64% 축소
152
Melvin Capital Management
Melvin Capital Management
New York
US$19억 +US$10.9억 3 15.17% 증가
153
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$18.9억 -US$3579만 1 10.63% 축소
154
Aviva
Aviva
United Kingdom
US$18.8억 -US$723만 15 13.78% 축소
155
Nomura Holdings
Nomura Holdings
Japan
US$18.2억 +US$17.9억 14 7.64% 증가
156
William Blair & Company
William Blair & Company
Illinois
US$18.2억 +US$5754만 17 11.36% 증가
157
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$18.1억 +US$3533만 15 10.35% 증가
158
Asset Management One
Asset Management One
Japan
US$18억 -US$9831만 16 10.51% 축소
159
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$17.9억 +US$4.78억 8 24.46% 증가
160
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$17.9억 +US$3.63억 23 3.67% 증가
161
Prudential plc
Prudential plc
United Kingdom
US$17.8억 -US$4.47억 11 9.46% 축소
162
Generation Investment Management
Generation Investment Management
United Kingdom
US$17.5억 -US$5.73억 4 12.45% 축소
163
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$17.5억 -US$2.86만 14 14.29% 축소
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$17.4억 +US$200만 12 9.81% 증가
165
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$17.4억 -US$7.23억 15 5.98% 축소
166
Polar Capital
Polar Capital
United Kingdom
US$17.3억 +US$451만 10 18.6% 증가
167
Alkeon Capital Management
Alkeon Capital Management
New York
US$17.2억 +US$6.36억 4 7.33% 증가
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$17.2억 -US$3.54억 16 12.13% 축소
169
Soroban Capital Partners
Soroban Capital Partners
New York
US$17.1억 +US$4.06억 5 31.36% 증가
170
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$16.9억 +US$2.87만 5 18.28% 증가
171
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$16.9억 +US$1.83억 15 12.93% 증가
172
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$16.9억 -US$1.89억 17 11.63% 축소
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$16.8억 -US$2.96억 11 13.98% 축소
174
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$16.7억 -US$1.27억 5 21.25% 축소
175
Baird Financial Group
Baird Financial Group
Wisconsin
US$16.3억 -US$1492만 12 7.45% 축소