← 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
201
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$37.8억 -US$8881만 26 3.51% 축소
202
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$37억 -US$2억 28 4.65% 축소
203
NEOS Investment Management
NEOS Investment Management
Connecticut
US$36.4억 +US$4.22억 11 13.43% 증가
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$36.2억 -US$6.5억 14 9.37% 축소
205
Alkeon Capital Management
Alkeon Capital Management
New York
US$36.2억 -US$4.6억 5 4.88% 축소
206
Los Angeles Capital Management
Los Angeles Capital Management
California
US$35억 -US$228만 25 12.85% 축소
207
SEB Asset Management
SEB Asset Management
US$34.6억 +US$4946만 19 13.04% 증가
208
Generation Investment Management
Generation Investment Management
United Kingdom
US$34.5억 -US$6.5억 4 33.58% 축소
209
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
US$34.2억 -US$2.07억 15 15.32% 축소
210
Swiss Life Asset Management
Swiss Life Asset Management
US$34.2억 +US$1.16억 22 14.15% 증가
211
STRS Ohio
STRS Ohio
Ohio
US$34억 -US$2.38억 29 12.73% 축소
212
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$33.7억 -US$1.28억 20 7.39% 축소
213
KeyBank National Association
KeyBank National Association
Ohio
US$33.5억 -US$2154만 18 11.03% 축소
214
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$33.5억 +US$5.73억 5 13.09% 증가
215
Nykredit A/S
Nykredit A/S
Denmark
US$33.5억 +US$34.5억 23 12.78% 신규
216
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$33.5억 +US$3.48억 19 8.99% 증가
217
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$33.4억 -US$3.64억 9 12.12% 축소
218
Point72 Asset Management
Point72 Asset Management
Connecticut
US$33.2억 +US$2.32억 18 3.67% 증가
219
VARA
Value Aligned Research Advisors
New Jersey
US$33.1억 +US$7.86억 7 8.25% 증가
220
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$33.1억 +US$1169만 17 9.82% 증가
221
Tidal Investments
Tidal Investments
Wisconsin
US$32.8억 +US$2.49억 24 5.68% 증가
222
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
US$32.7억 +US$50.1만 3 20.22% 증가
223
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$32.6억 +US$7.59억 9 7.7% 증가
224
Life Cycle Investment Partners
Life Cycle Investment Partners
US$32.2억 +US$3.8억 4 15.03% 증가
225
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$31.9억 +US$1382만 32 1.71% 증가