← 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$24.5억 +US$316만 21 9.89% 증가
152
Renaissance Technologies
Renaissance Technologies
New York
US$24.3억 +US$7.68억 28 3.44% 증가
153
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$24.3억 +US$3253만 3 18.9% 증가
154
William Blair & Company
William Blair & Company
Illinois
US$24억 -US$1388만 26 11.03% 축소
155
Jane Street
Jane Street
New York
US$23.9억 +US$1.16억 35 1.05% 증가
156
Baird Financial Group
Baird Financial Group
Wisconsin
US$23.7억 +US$1969만 16 6.99% 증가
157
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$23.7억 -US$1.33억 24 12.28% 축소
158
STRS Ohio
STRS Ohio
Ohio
US$23.6억 -US$307만 17 11.25% 축소
159
SC US (TTGP)
SC US (TTGP)
California
US$23.5억 -US$2675만 1 27.23% 축소
160
HighTower Advisors
HighTower Advisors
Illinois
US$23.5억 +US$2377만 27 6.3% 증가
161
Los Angeles Capital Management
Los Angeles Capital Management
California
US$23.1억 -US$2.44억 11 11.97% 축소
162
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$23억 -US$7049만 19 6.32% 축소
163
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$23억 -US$1572만 13 10.69% 축소
164
Vontobel Asset Management
Vontobel Asset Management
New York
US$22.8억 -US$5762만 5 17.98% 축소
165
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$22.5억 US$0 2 0.76% 유지됨
166
Citadel Advisors
Citadel Advisors
Florida
US$22억 +US$8.94억 41 0.5% 증가
167
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$21.9억 +US$6775만 28 4.88% 증가
168
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$21.9억 +US$1836만 4 16.38% 증가
169
Two Sigma Advisers
Two Sigma Advisers
New York
US$21.9억 +US$7898만 27 6.34% 증가
170
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$21.8억 -US$1.25억 4 13.23% 축소
171
DnB Asset Management
DnB Asset Management
Norway
US$21.4억 -US$1.05억 15 16.5% 축소
172
Marshall Wace
Marshall Wace
United Kingdom
US$21.3억 +US$4916만 29 4.67% 증가
173
Soroban Capital Partners
Soroban Capital Partners
New York
US$21.1억 -US$3.4억 4 22.84% 축소
174
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$20.5억 -US$406만 9 12.24% 축소
175
Viking Global Investors
Viking Global Investors
Connecticut
US$19.7억 +US$4.13억 3 9.08% 증가