← 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
KeyBank National Association
KeyBank National Association
Ohio
US$10억 -US$650만 12 6.55% 축소
202
Generation Investment Management
Generation Investment Management
United Kingdom
US$10억 +US$5811만 3 8.39% 증가
203
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
US$10억 +US$1.73억 4 12.9% 증가
204
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
US$9.9억 +US$2849만 6 12.72% 증가
205
Nomura Asset Management
Nomura Asset Management
Japan
US$9.9억 -US$7059만 13 11.02% 축소
206
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$9.9억 +US$52.4만 2 9.35% 증가
207
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$9.8억 +US$1378만 18 9.81% 증가
208
Jensen Investment Management
Jensen Investment Management
Oregon
US$9.7억 +US$739만 5 13.76% 증가
209
Man Group
Man Group
United Kingdom
US$9.7억 -US$1.56억 17 4.32% 축소
210
D1 Capital Partners
D1 Capital Partners
New York
US$9.7억 +US$10.4억 3 18.56% 신규
211
Natixis
Natixis
France
US$9.7억 -US$4.73억 11 7.95% 축소
212
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$9.6억 +US$1.16억 12 8.59% 증가
213
Mackay Shields LLC
Mackay Shields LLC
New York
US$9.6억 +US$2.41억 15 7.78% 증가
214
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$9.6억 +US$1632만 8 6.19% 증가
215
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$9.6억 -US$13억 16 0.38% 축소
216
Pzena Investment Management
Pzena Investment Management
New York
US$9.5억 -US$5327만 3 5.55% 축소
217
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$9.45억 -US$1618만 18 5.74% 축소
218
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$9.34억 +US$534만 3 1.77% 증가
219
Glenmede Trust
Glenmede Trust
Pennsylvania
US$9.26억 -US$7.16억 18 4.52% 축소
220
CIBC World Markets
CIBC World Markets
New York
US$9.23억 +US$7305만 10 8.59% 증가
221
AustralianSuper
AustralianSuper
Australia
US$9.05억 +US$2.78억 5 14.07% 증가
222
Farallon Capital Management
Farallon Capital Management
California
US$8.88억 +US$3.06억 3 6.51% 증가
223
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$8.73억 +US$106만 16 4.6% 증가
224
Meritage Group
Meritage Group
California
US$8.7억 +US$2.71억 4 20.57% 증가
225
Longview Partners
Longview Partners
Guernsey
US$8.61억 -US$1711만 1 4.58% 축소