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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
176
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$7.24억 -US$410만 9 5.98% 축소
177
US Bancorp
US Bancorp
Minnesota
US$7.17억 -US$883만 14 2.77% 축소
178
GE
General Electric
Ohio
US$7.15억 +US$3341만 6 1.67% 증가
179
Generation Investment Management
Generation Investment Management
United Kingdom
US$7.13억 +US$1.61억 3 10.24% 증가
180
Carmignac Gestion
Carmignac Gestion
France
US$6.92억 +US$118만 1 6.31% 증가
181
PIM
Platinum Investment Management
Australia
US$6.87억 +US$1.05억 4 13.15% 증가
182
Flossbach Von Storch
Flossbach Von Storch
Germany
US$6.82억 +US$1.95억 6 15.99% 증가
183
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$6.79억 -US$1.35억 8 4.87% 축소
184
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$6.78억 -US$9.8억 10 2.68% 축소
185
General Atlantic
General Atlantic
New York
US$6.76억 -US$6.09억 1 22.01% 축소
186
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
US$6.69억 -US$249만 10 4.63% 축소
187
AMP Capital Investors
AMP Capital Investors
Australia
US$6.64억 +US$3866만 11 4.07% 증가
188
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$6.62억 +US$3779만 7 5.07% 증가
189
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$6.6억 -US$372만 5 2.91% 축소
190
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$6.53억 +US$3323만 1 8.64% 증가
191
Sentry Investments
Sentry Investments
Ontario, Canada
US$6.51억 +US$9502만 4 8.15% 증가
192
Aviva
Aviva
United Kingdom
US$6.35억 +US$3502만 10 4.93% 증가
193
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$6.33억 -US$1.17억 5 3.87% 축소
194
KeyBank National Association
KeyBank National Association
Ohio
US$6.31억 -US$776만 10 4.14% 축소
195
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$6.28억 -US$2.22억 8 4.16% 축소
196
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
US$6.27억 -US$771만 1 3.12% 축소
197
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$6.26억 +US$1441만 10 5.18% 증가
198
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$6.19억 -US$8611만 4 3.64% 축소
199
Tiger Global Management
Tiger Global Management
New York
US$6.04억 +US$5.97억 1 7.13% 신규
200
Ruffer LLP
Ruffer LLP
United Kingdom
US$6.04억 -US$9528만 4 19.83% 축소