← 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
First Manhattan
First Manhattan
New York
US$35.6억 -US$2554만 17 12.35% 축소
152
Baird Financial Group
Baird Financial Group
Wisconsin
US$35.5억 +US$3.24억 14 8.09% 증가
153
DnB Asset Management
DnB Asset Management
Norway
US$35.3억 +US$2.1억 14 18.33% 증가
154
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$35.1억 -US$4700만 4 15.99% 축소
155
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$35.1억 -US$1431만 21 11.78% 축소
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$35.1억 -US$743만 23 14.03% 축소
157
Fred Alger Management
Fred Alger Management
New York
US$34.9억 -US$1.07억 8 18.83% 축소
158
Coatue Management
Coatue Management
New York
US$34.8억 -US$7.24억 7 14.61% 축소
159
William Blair & Company
William Blair & Company
Illinois
US$34.4억 +US$2616만 22 11.71% 증가
160
William Blair Investment Management
William Blair Investment Management
Illinois
US$33.6억 +US$1.46억 7 9.77% 증가
161
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$33.5억 +US$3698만 25 5.44% 증가
162
Tiger Global Management
Tiger Global Management
New York
US$33.2억 -US$5.69억 3 23.61% 축소
163
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$32.8억 -US$5.03억 3 54.54% 축소
164
Storebrand Asset Management
Storebrand Asset Management
Norway
US$32.5억 +US$4.51억 15 11.76% 증가
165
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$31.4억 +US$2545만 25 12.02% 증가
166
Vontobel Asset Management
Vontobel Asset Management
New York
US$31.3억 +US$5212만 5 18.59% 증가
167
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$31.2억 +US$8696만 10 13.76% 증가
168
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$31억 -US$7823만 9 14.9% 축소
169
ProShare Advisors
ProShare Advisors
Maryland
US$30.9억 -US$8.28억 21 9.44% 축소
170
STRS Ohio
STRS Ohio
Ohio
US$30.7억 -US$1.08억 21 12.79% 축소
171
Wolverine Trading
Wolverine Trading
Illinois
US$30.5억 +US$13.9억 22 3.19% 증가
172
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$30.4억 -US$1.27억 3 21.86% 축소
173
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$30.1억 -US$8603만 17 6.57% 축소
174
Nomura Asset Management
Nomura Asset Management
Japan
US$30.1억 +US$4650만 18 12.45% 증가
175
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$29.6억 +US$4586만 26 5.43% 증가