← 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
176
Sanders Capital
Sanders Capital
Florida
US$7억 -US$1654만 2 6.91% 축소
177
PIM
Platinum Investment Management
Australia
US$6.99억 +US$2378만 4 13.95% 증가
178
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
US$6.87억 +US$2255만 7 5.08% 증가
179
US Bancorp
US Bancorp
Minnesota
US$6.85억 -US$815만 13 2.63% 축소
180
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$6.85억 +US$1.29억 1 6.82% 증가
181
Renaissance Technologies
Renaissance Technologies
New York
US$6.64억 +US$3.26억 10 1.41% 증가
182
Parnassus Investments
Parnassus Investments
California
US$6.6억 +US$3633만 3 4.73% 증가
183
Sentry Investments
Sentry Investments
Ontario, Canada
US$6.56억 +US$2688만 3 8.3% 증가
184
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$6.5억 +US$3014만 8 4.55% 증가
185
AMP Capital Investors
AMP Capital Investors
Australia
US$6.49억 +US$72만 11 3.94% 증가
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$6.48억 -US$7184만 9 5.85% 축소
187
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$6.47억 -US$1.09억 9 3.45% 축소
188
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$6.39억 -US$4.06억 2 5.74% 축소
189
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$6.13억 -US$472만 10 5.05% 축소
190
Thornburg Investment Management
Thornburg Investment Management
New Mexico
US$6.12억 -US$6041만 5 3.41% 축소
191
KeyBank National Association
KeyBank National Association
Ohio
US$6.09억 -US$1102만 10 3.97% 축소
192
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$5.96억 -US$5837만 8 4.48% 축소
193
Harding Loevner
Harding Loevner
New Jersey
US$5.95억 +US$1614만 4 4.54% 증가
194
Korea Investment Corp
Korea Investment Corp
South Korea
US$5.95억 +US$1943만 9 4.63% 증가
195
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$5.95억 -US$1418만 4 3.43% 축소
196
Westpac Banking Corp
Westpac Banking Corp
Australia
US$5.89억 +US$164만 12 5.12% 증가
197
Lone Pine Capital
Lone Pine Capital
Connecticut
US$5.89억 +US$3.93억 1 2.23% 증가
198
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$5.83억 -US$909만 9 4.88% 축소
199
Tiger Global Management
Tiger Global Management
New York
US$5.8억 +US$1.01억 2 6.35% 증가
200
Stifel Financial
Stifel Financial
Missouri
US$5.77억 -US$108만 11 3.16% 축소