← 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
Daiwa Securities Group
Daiwa Securities Group
Japan
US$44.7억 +US$2.95억 20 14.28% 증가
177
Millennium Management
Millennium Management
New York
US$44.4억 -US$14.1억 34 1.87% 축소
178
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$44억 -US$5.16억 9 13.95% 축소
179
Soroban Capital Partners
Soroban Capital Partners
New York
US$43.9억 -US$4.54억 4 30.63% 축소
180
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$43.8억 +US$2601만 9 17.8% 증가
181
Pershing Square Capital Management
Pershing Square Capital Management
New York
US$43.6억 -US$3.7억 3 28.11% 축소
182
Temasek Holdings
Temasek Holdings
Singapore
US$43.3억 +US$5.9억 8 13.72% 증가
183
Harris Associates
Harris Associates
Illinois
US$42.8억 -US$7.59억 6 5.41% 축소
184
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$42.4억 -US$3.97억 29 5.65% 축소
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$42.2억 -US$1.25억 26 13.17% 축소
186
Clear Street
Clear Street
New York
US$42.1억 +US$4.51억 11 15.62% 증가
187
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$42억 +US$1.48억 26 5.69% 증가
188
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$41.8억 -US$2169만 24 13.29% 축소
189
Alkeon Capital Management
Alkeon Capital Management
New York
US$41.8억 -US$6.04억 6 6.62% 축소
190
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$40.5억 +US$7.78억 14 13.61% 증가
191
NMO
Newlands Management Operations
Texas
US$40.4억 US$0 5 20.82% 유지됨
192
Holocene Advisors
Holocene Advisors
New York
US$40.2억 -US$7.02억 8 8.45% 축소
193
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$40.2억 -US$3764만 15 17.6% 축소
194
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$39.5억 +US$6.2억 19 14% 증가
195
STRS Ohio
STRS Ohio
Ohio
US$39.5억 -US$1.76억 25 14.72% 축소
196
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$39.2억 -US$1017만 13 12.73% 축소
197
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$39.2억 +US$1.88억 29 4.28% 증가
198
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
US$38.7억 +US$4307만 25 14.95% 증가
199
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
US$38.1억 -US$3.18억 4 23.71% 축소
200
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$37.9억 +US$5.77억 22 3.85% 증가