← 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
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$21.2억 +US$21억 9 12.87% 신규
202
SCGE Management
SCGE Management
California
US$21.1억 +US$3961만 6 24.55% 증가
203
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$20.9억 +US$2256만 26 12.73% 증가
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$20.9억 +US$7970만 13 12.83% 증가
205
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$20.7억 +US$5245만 22 12.57% 증가
206
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$20.5억 -US$3.17억 23 12.39% 축소
207
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$20.5억 -US$7931만 20 14.07% 축소
208
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$20.3억 -US$1.36억 21 12.03% 축소
209
American International Group
American International Group
New York
US$20.2억 -US$1.35억 22 7.48% 축소
210
Longview Partners
Longview Partners
Guernsey
US$20.1억 -US$4.29억 2 9.73% 축소
211
AMP Capital Investors
AMP Capital Investors
Australia
US$19.9억 -US$8267만 19 10.69% 축소
212
Vontobel Holding
Vontobel Holding
Switzerland
US$19.7억 +US$19.4억 23 12.91% 신규
213
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$19.5억 -US$2.02억 3 13.55% 축소
214
William Blair Investment Management
William Blair Investment Management
Illinois
US$19.5억 -US$5000만 9 6.5% 축소
215
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$19.4억 +US$684만 4 6.78% 증가
216
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$19.3억 +US$2082만 19 15.88% 증가
217
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$19.1억 -US$1.51억 16 12.74% 축소
218
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$19억 +US$578만 18 12.64% 증가
219
Nomura Asset Management
Nomura Asset Management
Japan
US$18.8억 -US$3445만 16 12.61% 축소
220
Marshall Wace North America
Marshall Wace North America
New York
US$18.6억 +US$2.47억 13 8.37% 증가
221
USS Investment Management
USS Investment Management
United Kingdom
US$18.3억 -US$9989만 15 16.65% 축소
222
KeyBank National Association
KeyBank National Association
Ohio
US$18억 -US$3008만 15 8.83% 축소
223
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$18억 +US$4656만 26 5.42% 증가
224
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$17.9억 +US$726만 19 8.81% 증가
225
Epoch Investment Partners
Epoch Investment Partners
New York
US$17.4억 -US$1.89억 6 8% 축소