← 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
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$24.9억 -US$838만 14 17.41% 축소
152
William Blair & Company
William Blair & Company
Illinois
US$24.9억 +US$6500만 18 11.88% 증가
153
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$24.7억 -US$890만 12 11.95% 축소
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$24.6억 +US$2.56억 5 18% 증가
155
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$24.4억 -US$1.5억 14 6.18% 축소
156
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$24.3억 -US$328만 1 10.62% 축소
157
C WorldWide Group
C WorldWide Group
Denmark
US$23.8억 -US$6266만 5 27.78% 축소
158
Wellcome Trust
Wellcome Trust
United Kingdom
US$23.6억 -US$2.48억 6 35.82% 축소
159
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
US$23억 +US$1942만 15 15.44% 증가
160
Aviva
Aviva
United Kingdom
US$22.9억 -US$9457만 17 14.29% 축소
161
Asset Management One
Asset Management One
Japan
US$22.7억 -US$5259만 16 11.15% 축소
162
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$22.6억 +US$4.3억 15 14.47% 증가
163
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$22.1억 +US$1.62억 21 2.17% 증가
164
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$22.1억 -US$1.03억 3 16.2% 축소
165
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$21.8억 +US$1.25억 12 11.63% 증가
166
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$21.7억 -US$1519만 19 12.39% 축소
167
Melvin Capital Management
Melvin Capital Management
New York
US$21.5억 -US$3.03억 5 12.7% 축소
168
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$21.5억 +US$1.35억 6 15.81% 증가
169
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$21.2억 +US$1166만 16 13.38% 증가
170
Soroban Capital Partners
Soroban Capital Partners
New York
US$21.1억 -US$4532만 5 27.06% 축소
171
Polar Capital
Polar Capital
United Kingdom
US$21억 -US$1.3억 11 18.17% 축소
172
Baird Financial Group
Baird Financial Group
Wisconsin
US$20.9억 +US$3368만 14 7.87% 증가
173
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$20.7억 -US$1.74억 14 10.15% 축소
174
Generation Investment Management
Generation Investment Management
United Kingdom
US$20.6억 -US$3.16억 4 11.91% 축소
175
Longview Partners
Longview Partners
Guernsey
US$20.5억 +US$8.47억 2 9.74% 증가