← 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
KBC Group
KBC Group
Belgium
US$32.2억 +US$2.07억 18 13.03% 증가
152
Truist Financial
Truist Financial
North Carolina
US$32억 +US$1.08억 22 5.57% 증가
153
Alkeon Capital Management
Alkeon Capital Management
New York
US$32억 -US$3.11억 7 4.76% 축소
154
Harding Loevner
Harding Loevner
New Jersey
US$32억 +US$4.54억 5 12.5% 증가
155
Apollo Management Holdings
Apollo Management Holdings
New York
US$30.8억 US$0 1 18.78% 유지됨
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$30.8억 +US$1.8억 19 12.22% 증가
157
Macquarie Group
Macquarie Group
Australia
US$30.8억 -US$1.84억 25 4.35% 축소
158
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$30.5억 US$0 2 1.13% 유지됨
159
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$30.3억 +US$3.94억 5 17.42% 증가
160
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$30.2억 -US$1.91억 24 10.6% 축소
161
STRS Ohio
STRS Ohio
Ohio
US$30.2억 -US$7736만 21 11.37% 축소
162
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$30억 +US$7.46억 15 7.39% 증가
163
CIBC World Market
CIBC World Market
Ontario, Canada
US$29.8억 +US$6.31억 17 8.68% 증가
164
Citadel Advisors
Citadel Advisors
Florida
US$29.8억 +US$8.02억 30 0.73% 증가
165
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$29.3억 +US$8460만 19 6.44% 증가
166
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$28.8억 +US$3.24억 5 15.66% 증가
167
SEI Investments
SEI Investments
Pennsylvania
US$28.8억 -US$1.32억 21 7.26% 축소
168
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$28.4억 -US$535만 1 9.04% 축소
169
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$28.1억 -US$1.45억 11 10.62% 축소
170
Wellcome Trust
Wellcome Trust
United Kingdom
US$28억 +US$7176만 6 29.19% 증가
171
Vontobel Asset Management
Vontobel Asset Management
New York
US$27.8억 -US$5.36억 4 16.91% 축소
172
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$27.6억 +US$4949만 14 11.37% 증가
173
William Blair & Company
William Blair & Company
Illinois
US$27.5억 -US$3.29억 22 10.37% 축소
174
First Manhattan
First Manhattan
New York
US$27.5억 +US$3.95억 17 11.84% 증가
175
LPL Financial
LPL Financial
California
US$27.2억 +US$5867만 28 3.13% 증가