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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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$38.8억 -US$2.45억 22 15.24% 축소
177
Artisan Partners
Artisan Partners
Wisconsin
US$38.7억 -US$1.9억 12 6.21% 축소
178
Federated Hermes
Federated Hermes
Pennsylvania
US$38.4억 -US$2.24억 23 6.25% 축소
179
Soroban Capital Partners
Soroban Capital Partners
New York
US$38.3억 -US$1.39억 4 7.4% 축소
180
Man Group
Man Group
United Kingdom
US$38억 -US$2.45억 22 6.89% 축소
181
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$37.9억 +US$4.01억 15 11.8% 증가
182
Nvidia Corp
Nvidia Corp
California
US$37.8억 +US$19.9억 2 20.58% 증가
183
Harris Associates
Harris Associates
Illinois
US$37.7억 -US$1.25억 6 5.03% 축소
184
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$37.5억 +US$1.77억 24 12.12% 증가
185
Clear Street
Clear Street
New York
US$36.7억 -US$7279만 12 14.91% 축소
186
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$36.5억 +US$7.5억 12 5.87% 증가
187
Generation Investment Management
Generation Investment Management
United Kingdom
US$36.5억 +US$6.86억 4 32.7% 증가
188
Millennium Management
Millennium Management
New York
US$36.4억 -US$2.04억 31 1.51% 축소
189
NMO
Newlands Management Operations
Texas
US$36.1억 US$0 5 23.33% 유지됨
190
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
US$35.7억 +US$6.87억 28 6.22% 증가
191
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$35.6억 -US$1.44억 9 15.4% 축소
192
Holocene Advisors
Holocene Advisors
New York
US$35.5억 -US$2554만 13 8.57% 축소
193
Vontobel Holding
Vontobel Holding
Switzerland
US$34.8억 -US$6.55억 23 11.95% 축소
194
Temasek Holdings
Temasek Holdings
Singapore
US$34.8억 -US$2.75억 6 11.4% 축소
195
Polen Capital Management
Polen Capital Management
Florida
US$34.7억 -US$21.7억 8 24.02% 축소
196
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$34.5억 +US$1.23억 32 3.67% 증가
197
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$34.3억 -US$1.83억 28 4.8% 축소
198
APG Asset Management
APG Asset Management
Netherlands
US$34.3억 -US$4.02억 13 10.88% 축소
199
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$34.1억 +US$1959만 14 11.38% 증가
200
Alkeon Capital Management
Alkeon Capital Management
New York
US$34억 -US$3.16억 5 5.72% 축소