← 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
USS Investment Management
USS Investment Management
United Kingdom
US$19.7억 -US$4123만 15 18.95% 축소
202
First Manhattan
First Manhattan
New York
US$19.6억 -US$6065만 14 10.1% 축소
203
American International Group
American International Group
New York
US$19.5억 -US$8886만 22 9.33% 축소
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$19.4억 -US$3.21억 12 13.79% 축소
205
AMP Capital Investors
AMP Capital Investors
Australia
US$19.3억 -US$1.43억 17 11.4% 축소
206
Prudential plc
Prudential plc
United Kingdom
US$19.1억 -US$3.62억 13 9.51% 축소
207
Nomura Asset Management
Nomura Asset Management
Japan
US$19억 -US$5888만 15 14.56% 축소
208
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$18.7억 +US$3851만 14 13.41% 증가
209
SCGE Management
SCGE Management
California
US$18.2억 +US$2.02억 6 28.37% 증가
210
D1 Capital Partners
D1 Capital Partners
New York
US$18.1억 -US$2.06억 4 10.58% 축소
211
Epoch Investment Partners
Epoch Investment Partners
New York
US$18억 -US$2.01억 6 8.97% 축소
212
Point72 Asset Management
Point72 Asset Management
Connecticut
US$17.6억 +US$4.43억 15 9.03% 증가
213
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$17.6억 +US$2.25억 14 17.17% 증가
214
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$17.4억 +US$1107만 18 13.18% 증가
215
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$17.1억 -US$2.91억 5 7.76% 축소
216
KeyBank National Association
KeyBank National Association
Ohio
US$17.1억 -US$928만 15 9.24% 축소
217
William Blair Investment Management
William Blair Investment Management
Illinois
US$17억 -US$1.12억 9 6.63% 축소
218
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$16.8억 -US$939만 9 5.37% 축소
219
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$16.5억 +US$3771만 24 5.65% 증가
220
Skye Global Management
Skye Global Management
Florida
US$16.5억 +US$6.19억 4 42.54% 증가
221
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$16.5억 -US$1055만 20 9.09% 축소
222
Natixis Advisors
Natixis Advisors
Massachusetts
US$16.3억 -US$5881만 14 10.25% 축소
223
Third Point
Third Point
New York
US$16.2억 +US$3.54억 3 16.19% 증가
224
Genesis Investment Management
Genesis Investment Management
United Kingdom
US$15.6억 -US$7004만 2 45.2% 축소
225
Generation Investment Management
Generation Investment Management
United Kingdom
US$15.5억 -US$5.95억 4 8.22% 축소