← 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
Pendal Group
Pendal Group
Australia
US$12.4억 -US$1.64억 12 16.79% 축소
202
Flossbach Von Storch
Flossbach Von Storch
Germany
US$12.3억 -US$2.31억 6 11.26% 축소
203
KBC Group
KBC Group
Belgium
US$12.3억 +US$1.77억 14 9.27% 증가
204
KeyBank National Association
KeyBank National Association
Ohio
US$12.1억 -US$2408만 12 6.73% 축소
205
Pzena Investment Management
Pzena Investment Management
New York
US$11.8억 +US$316만 3 5.76% 증가
206
Yacktman Asset Management
Yacktman Asset Management
Texas
US$11.7억 -US$4129만 2 14.05% 축소
207
Calamos Advisors
Calamos Advisors
Illinois
US$11.7억 +US$1016만 12 6.41% 증가
208
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$11.6억 -US$2.42억 17 8.11% 축소
209
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$11.6억 -US$5929만 18 9.82% 축소
210
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$11.6억 -US$1228만 6 6.04% 축소
211
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$11.5억 +US$2122만 6 11.95% 증가
212
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$11.5억 -US$1168만 8 11.78% 축소
213
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$11.5억 +US$1971만 17 5.59% 증가
214
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$11.4억 +US$7295만 13 8.77% 증가
215
Third Point
Third Point
New York
US$11.4억 +US$2.09억 2 7.94% 증가
216
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$11.2억 -US$6534만 2 9.92% 축소
217
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$11.1억 +US$367만 3 1.91% 증가
218
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$11억 -US$1.65억 10 8.25% 축소
219
Jensen Investment Management
Jensen Investment Management
Oregon
US$11억 -US$291만 5 13.73% 축소
220
Generation Investment Management
Generation Investment Management
United Kingdom
US$10.6억 +US$9960만 3 8.43% 증가
221
Parnassus Investments
Parnassus Investments
California
US$10.5억 -US$118만 2 4% 축소
222
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$10.4억 +US$7127만 18 4.71% 증가
223
Natixis Advisors
Natixis Advisors
Massachusetts
US$10.4억 +US$4235만 12 9.18% 증가
224
Two Sigma Investments
Two Sigma Investments
New York
US$10.4억 -US$1.33억 18 2.83% 축소
225
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$10.4억 +US$1192만 16 6.6% 증가