← 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
Artisan Partners
Artisan Partners
Wisconsin
US$42억 -US$3.91억 9 6.32% 축소
152
Mariner
Mariner
Kansas
US$41.7억 +US$965만 27 7% 증가
153
Flossbach Von Storch
Flossbach Von Storch
Germany
US$41.6억 -US$1.1억 6 16.53% 축소
154
Nomura Asset Management
Nomura Asset Management
Japan
US$41.2억 +US$1.85억 17 12.39% 증가
155
Fred Alger Management
Fred Alger Management
New York
US$40.9억 +US$1.54억 11 19.48% 증가
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$39.4억 +US$5025만 18 7.63% 증가
157
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$39.3억 +US$6.44억 34 0.59% 증가
158
SG Americas Securities
SG Americas Securities
New York
US$39.1억 +US$8억 27 16.04% 증가
159
Fundsmith LLP
Fundsmith LLP
United Kingdom
US$39억 -US$3.04억 2 16.64% 축소
160
Los Angeles Capital Management
Los Angeles Capital Management
California
US$39억 -US$3.07억 16 15.83% 축소
161
Allspring Global Investments
Allspring Global Investments
North Carolina
US$38.9억 -US$2.15억 18 6.24% 축소
162
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$38.5억 +US$7868만 25 5.63% 증가
163
Rathbones Group
Rathbones Group
United Kingdom
US$38.3억 +US$5485만 10 18.53% 증가
164
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$38.2억 -US$3.61억 18 6.03% 축소
165
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$37.1억 +US$2816만 19 14.47% 증가
166
William Blair Investment Management
William Blair Investment Management
Illinois
US$36.9억 +US$5415만 5 9% 증가
167
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$36.6억 +US$6.06억 24 12.59% 증가
168
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
US$36.6억 +US$1.61억 27 7.73% 증가
169
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$36.5억 -US$1.25억 17 9.45% 축소
170
Two Sigma Advisers
Two Sigma Advisers
New York
US$36.2억 +US$8860만 23 8.39% 증가
171
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$35.9억 -US$1343만 9 15.55% 축소
172
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$35.9억 -US$1.98억 16 16.22% 축소
173
Millennium Management
Millennium Management
New York
US$35.6억 -US$8.69억 33 1.74% 축소
174
STRS Ohio
STRS Ohio
Ohio
US$34.7억 -US$1.42억 17 13.77% 축소
175
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$34.6억 +US$1.61억 4 15.7% 증가