← 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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$30.7억 -US$1.63억 23 10.86% 축소
152
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$30.5억 +US$1728만 17 6.58% 증가
153
William Blair & Company
William Blair & Company
Illinois
US$29.8억 +US$5899만 21 10.93% 증가
154
Federated Hermes
Federated Hermes
Pennsylvania
US$29.6억 -US$5.78억 21 6.05% 축소
155
STRS Ohio
STRS Ohio
Ohio
US$29.5억 -US$1.2억 20 11.4% 축소
156
Truist Financial
Truist Financial
North Carolina
US$29.1억 +US$4933만 22 5.57% 증가
157
SEI Investments
SEI Investments
Pennsylvania
US$28.8억 -US$1658만 22 7.45% 축소
158
CIBC World Markets
CIBC World Markets
New York
US$28.8억 +US$14.1억 10 14.5% 증가
159
KBC Group
KBC Group
Belgium
US$28.7억 +US$3.32억 18 13.2% 증가
160
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$28억 -US$1264만 12 11.04% 축소
161
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$27.5억 +US$1.97억 19 12.36% 증가
162
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$27.4억 +US$1.38억 26 2.07% 증가
163
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$27.4억 -US$3.28억 16 6.33% 축소
164
Harding Loevner
Harding Loevner
New Jersey
US$27.4억 -US$2.35억 5 11.33% 축소
165
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$26.9억 +US$3072만 1 8.9% 증가
166
Lone Pine Capital
Lone Pine Capital
Connecticut
US$26.4억 -US$2.37억 4 9.6% 축소
167
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$26.4억 +US$3.43억 14 12.18% 증가
168
Wellcome Trust
Wellcome Trust
United Kingdom
US$26.2억 US$0 6 26.77% 유지됨
169
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$26.1억 +US$1888만 15 11.48% 증가
170
Nomura Holdings
Nomura Holdings
Japan
US$25.9억 -US$15.1억 19 4.33% 축소
171
LPL Financial
LPL Financial
California
US$25.8억 +US$3.07억 28 3.34% 증가
172
Iconiq Capital
Iconiq Capital
California
US$25.4억 +US$24.1억 6 63.31% 증가
173
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$25.3억 -US$3994만 5 16.47% 축소
174
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$25.3억 +US$1.6억 24 8.21% 증가
175
Asset Management One
Asset Management One
Japan
US$25.3억 -US$3326만 19 10.41% 축소