← 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
Los Angeles Capital Management
Los Angeles Capital Management
California
US$43.8억 -US$2935만 20 14.87% 축소
177
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$43.1억 -US$3369만 9 17.74% 축소
178
Harris Associates
Harris Associates
Illinois
US$42.5억 -US$10.8억 6 6.81% 축소
179
Creative Planning
Creative Planning
Kansas
US$42.3억 +US$4.81억 28 3.23% 증가
180
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$41.5억 -US$6555만 25 13.19% 축소
181
Generation Investment Management
Generation Investment Management
United Kingdom
US$41.1억 -US$2.52억 4 27.22% 축소
182
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
US$40.4억 +US$1.48억 23 6.52% 증가
183
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
US$40.3억 -US$2.31억 3 25.05% 축소
184
Clear Street
Clear Street
New York
US$40.2억 +US$5.9억 10 13.71% 증가
185
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$40.1억 -US$898만 24 12.82% 축소
186
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$40억 -US$1.09억 3 27.29% 축소
187
AustralianSuper
AustralianSuper
Australia
US$39.9억 +US$4.25억 10 18.87% 증가
188
STRS Ohio
STRS Ohio
Ohio
US$39.5억 -US$2.02억 22 14.5% 축소
189
Daiwa Securities Group
Daiwa Securities Group
Japan
US$39.1억 +US$1.75억 21 13.21% 증가
190
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$39억 -US$3032만 25 5.9% 축소
191
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$38.9억 -US$1.37억 19 14.13% 축소
192
Two Sigma Advisers
Two Sigma Advisers
New York
US$37.7억 -US$9.9억 24 7.54% 축소
193
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$37.5억 +US$803만 14 12.48% 증가
194
Quantinno Capital Management
Quantinno Capital Management
New York
US$36.8억 +US$10.2억 23 10.04% 증가
195
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
US$36.4억 +US$7180만 22 14.43% 증가
196
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$36.1억 +US$7.3억 30 4.19% 증가
197
NMO
Newlands Management Operations
Texas
US$35.7억 US$0 5 16.93% 유지됨
198
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$35.6억 -US$25.3억 20 9.23% 축소
199
Temasek Holdings
Temasek Holdings
Singapore
US$35.3억 +US$1.56억 7 12.19% 증가
200
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
US$35억 +US$9376만 14 18.13% 증가