← 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$17.3억 -US$8655만 14 14.66% 축소
202
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$17.3억 -US$9178만 16 13% 축소
203
USS Investment Management
USS Investment Management
United Kingdom
US$17.3억 +US$8805만 15 18.05% 증가
204
SoftBank Group
SoftBank Group
Japan
US$17억 +US$15.3억 3 9.72% 신규
205
William Blair Investment Management
William Blair Investment Management
Illinois
US$16.9억 -US$10억 9 6.89% 축소
206
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$16.9억 +US$2.11억 14 13.76% 증가
207
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$16.8억 +US$7.16억 9 13.47% 증가
208
DnB Asset Management
DnB Asset Management
Norway
US$16.6억 +US$1227만 12 19.47% 증가
209
Jane Street
Jane Street
New York
US$16.6억 -US$8858만 28 1.24% 축소
210
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$16.2억 -US$2.14억 18 13.42% 축소
211
Jensen Investment Management
Jensen Investment Management
Oregon
US$16.2억 -US$2371만 5 15.5% 축소
212
KeyBank National Association
KeyBank National Association
Ohio
US$16.1억 -US$663만 14 9.27% 축소
213
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$15.9억 -US$1.98억 8 5.56% 축소
214
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$15.8억 -US$1.62억 22 13.58% 축소
215
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$15.8억 -US$5.09억 10 13.73% 축소
216
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$15.5억 +US$2656만 17 9.29% 증가
217
Boston Partners
Boston Partners
Massachusetts
US$15.4억 -US$2.58억 12 2.83% 축소
218
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$15.4억 -US$6.23억 16 5.3% 축소
219
SCM
Steadfast Capital Management
New York
US$15.3억 +US$2.61억 4 17.49% 증가
220
Natixis Advisors
Natixis Advisors
Massachusetts
US$15.3억 +US$4714만 12 10.15% 증가
221
Two Sigma Advisers
Two Sigma Advisers
New York
US$15.1억 +US$8213만 17 4.44% 증가
222
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$15억 +US$7.88억 14 17.3% 증가
223
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$15억 +US$68.5만 9 10.29% 증가
224
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$14.9억 +US$6752만 22 5.62% 증가
225
Berkshire Hathaway
Berkshire Hathaway
Nebraska
US$14.7억 US$0 1 0.73% 유지됨