← 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
Nomura Asset Management
Nomura Asset Management
Japan
US$14.6억 +US$187만 16 13.06% 증가
202
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$14.4억 +US$13.6억 14 6.18% 신규
203
Soroban Capital Partners
Soroban Capital Partners
New York
US$14억 -US$1.05억 3 18.39% 축소
204
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
US$14억 +US$9852만 18 6.36% 증가
205
First Pacific Advisors
First Pacific Advisors
California
US$14억 +US$4704만 6 13.32% 증가
206
Man Group
Man Group
United Kingdom
US$14억 -US$4777만 19 4.6% 축소
207
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
US$13.9억 +US$2179만 17 4.46% 증가
208
Aristotle Capital Management
Aristotle Capital Management
California
US$13.9억 +US$4.49억 1 4.56% 증가
209
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$13.9억 +US$3180만 22 10.74% 증가
210
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$13.8억 +US$1.13억 11 10.83% 증가
211
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$13.7억 +US$538만 16 11.31% 증가
212
LSV Asset Management
LSV Asset Management
Illinois
US$13.5억 +US$444만 9 2.11% 증가
213
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$13.5억 -US$4.78억 11 8.51% 축소
214
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$13.3억 +US$2.58억 7 22.66% 증가
215
KeyBank National Association
KeyBank National Association
Ohio
US$13.1억 -US$2288만 14 7.02% 축소
216
GIM
Genesis Investment Management
United Kingdom
US$12.8억 +US$3516만 2 32.81% 증가
217
Maverick Capital
Maverick Capital
Texas
US$12.7억 -US$2.8억 6 18.53% 축소
218
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$12.6억 +US$6.66억 11 9.95% 증가
219
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$12.5억 +US$2.92억 14 9.29% 증가
220
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$12.5억 -US$1.12억 7 13.28% 축소
221
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$12.4억 -US$6550만 11 12.21% 축소
222
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$12.3억 -US$950만 16 6.87% 축소
223
LPL Financial
LPL Financial
California
US$12.3억 +US$9342만 21 2.24% 증가
224
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
US$12.1억 +US$2651만 3 1.72% 증가
225
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$12.1억 US$0 2 9.47% 유지됨