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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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$24억 +US$1382만 19 13.89% 증가
202
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$23.8억 +US$1969만 18 12.69% 증가
203
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$23.3억 +US$5633만 3 16.04% 증가
204
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$23.3억 +US$3825만 23 12.19% 증가
205
AustralianSuper
AustralianSuper
Australia
US$23.1억 -US$1.08억 6 14.84% 축소
206
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$23.1억 -US$722만 26 12.49% 축소
207
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$22.4억 +US$5641만 24 5.63% 증가
208
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$22.3억 +US$304만 22 9.67% 증가
209
KeyBank National Association
KeyBank National Association
Ohio
US$21.9억 -US$132만 16 9.53% 축소
210
Nomura Asset Management
Nomura Asset Management
Japan
US$21.7억 +US$589만 17 12.25% 증가
211
Calamos Advisors
Calamos Advisors
Illinois
US$21.5억 +US$1.04억 12 9.39% 증가
212
Renaissance Technologies
Renaissance Technologies
New York
US$21.5억 -US$5억 17 2.77% 축소
213
William Blair Investment Management
William Blair Investment Management
Illinois
US$21.4억 -US$7622만 9 6.04% 축소
214
Aristotle Capital Management
Aristotle Capital Management
California
US$21.4억 -US$2042만 1 4.04% 축소
215
Viking Global Investors
Viking Global Investors
Connecticut
US$21.3억 -US$11.1억 3 5.83% 축소
216
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$21.1억 +US$4.16억 10 13.5% 증가
217
Independent Franchise Partners
Independent Franchise Partners
United Kingdom
US$20.5억 -US$2.03억 3 16.14% 축소
218
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$20.4억 -US$1068만 10 21.28% 축소
219
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$20.4억 -US$14.3억 23 2.89% 축소
220
AMP Capital Investors
AMP Capital Investors
Australia
US$20억 -US$3.14억 18 10.99% 축소
221
M&G Investment Management
M&G Investment Management
United Kingdom
US$19.6억 +US$1.1억 14 4.67% 증가
222
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$19.6억 -US$2.38억 17 11.58% 축소
223
SCGE Management
SCGE Management
California
US$19.6억 -US$1769만 4 18.14% 축소
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$19.5억 -US$116만 22 10.54% 축소
225
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co
New York
US$19.4억 +US$5701만 10 10.06% 증가