← 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 Holdings
Nomura Holdings
Japan
US$21.9억 -US$4.04억 19 4.97% 축소
202
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$21.9억 +US$3375만 20 14.39% 증가
203
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$21.8억 -US$1.69억 19 7.58% 축소
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$21.8억 -US$7525만 13 11.9% 축소
205
Coatue Management
Coatue Management
New York
US$21.6억 +US$2.71억 3 11.85% 증가
206
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$21.5억 -US$4796만 24 12.76% 축소
207
ARK Investment Management
ARK Investment Management
Florida
US$21.3억 +US$6437만 11 4.23% 증가
208
Man Group
Man Group
United Kingdom
US$21억 -US$2.04억 21 9.23% 축소
209
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$20.8억 -US$5481만 24 11.68% 축소
210
AMP Capital Investors
AMP Capital Investors
Australia
US$20.8억 +US$160만 17 10.37% 증가
211
American International Group
American International Group
New York
US$20.7억 -US$7609만 24 7.25% 축소
212
AustralianSuper
AustralianSuper
Australia
US$20.5억 -US$3.88억 6 16.03% 축소
213
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$20.4억 -US$1543만 16 15.27% 축소
214
Two Sigma Advisers
Two Sigma Advisers
New York
US$20.2억 +US$3.93억 18 5.55% 증가
215
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$20.1억 -US$1.91억 4 6.14% 축소
216
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$20.1억 +US$866만 18 12.63% 증가
217
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$19.7억 -US$5.31억 3 15.68% 축소
218
Jackson Square Partners
Jackson Square Partners
California
US$19.5억 -US$15.3억 5 11.1% 축소
219
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$19.1억 -US$1.68억 3 13.28% 축소
220
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$19.1억 +US$1388만 20 8.87% 증가
221
Nomura Asset Management
Nomura Asset Management
Japan
US$19.1억 -US$3608만 17 12.16% 축소
222
USS Investment Management
USS Investment Management
United Kingdom
US$19억 -US$91.6만 16 16.38% 축소
223
SCGE Management
SCGE Management
California
US$18.8억 -US$2.09억 5 21.14% 축소
224
KeyBank National Association
KeyBank National Association
Ohio
US$18.8억 -US$2030만 16 8.72% 축소
225
HighTower Advisors
HighTower Advisors
Illinois
US$18.7억 +US$1.52억 23 5.9% 증가