← 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
Coatue Management
Coatue Management
New York
US$43.9억 -US$2.48억 6 17.09% 축소
152
Flossbach Von Storch
Flossbach Von Storch
Germany
US$42.6억 -US$3.91억 6 17.84% 축소
153
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$42억 +US$2.69억 24 13.66% 증가
154
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$41.7억 +US$6195만 24 5.93% 증가
155
AustralianSuper
AustralianSuper
Australia
US$41.5억 -US$2358만 8 23.93% 축소
156
First Eagle Investment Management
First Eagle Investment Management
New York
US$41.3억 -US$1552만 5 9.25% 축소
157
Fred Alger Management
Fred Alger Management
New York
US$40.6억 -US$1.91억 11 19.72% 축소
158
ProShare Advisors
ProShare Advisors
Maryland
US$39.9억 -US$2.51억 22 10.67% 축소
159
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$38.9억 -US$8898만 3 29.42% 축소
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$38.5억 -US$1.5억 22 15.03% 축소
161
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$38.4억 +US$2.46억 18 7.75% 증가
162
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$38.4억 -US$1.41억 15 18.42% 축소
163
Alkeon Capital Management
Alkeon Capital Management
New York
US$38.3억 +US$9.8만 3 6.28% 증가
164
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$37.8억 -US$5.77억 4 16.67% 축소
165
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$37.6억 +US$4.5억 23 11.57% 증가
166
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$37.4억 +US$4661만 26 5.92% 증가
167
Nomura Asset Management
Nomura Asset Management
Japan
US$37.1억 +US$3288만 17 12.65% 증가
168
Storebrand Asset Management
Storebrand Asset Management
Norway
US$36.9억 -US$251만 15 12.26% 축소
169
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$36.8억 +US$4398만 16 10.45% 증가
170
Mariner
Mariner
Kansas
US$36.8억 +US$1.84억 26 7.13% 증가
171
Two Sigma Advisers
Two Sigma Advisers
New York
US$36.5억 -US$2.02억 27 8.14% 축소
172
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$35.7억 -US$1.19억 9 16.09% 축소
173
STRS Ohio
STRS Ohio
Ohio
US$35.5억 -US$4773만 17 14.03% 축소
174
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$35.4억 -US$455만 19 15.03% 축소
175
Rathbones Group
Rathbones Group
United Kingdom
US$35.4억 +US$1.22억 10 19.29% 증가