← 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
KeyBank National Association
KeyBank National Association
Ohio
US$17.9억 +US$1465만 17 8.76% 증가
202
DSM Capital Partners
DSM Capital Partners
Florida
US$17.7억 -US$1.88억 4 29.7% 축소
203
AP
Altarock Partners
Florida
US$17.6억 +US$9836만 3 54.44% 증가
204
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$17.6억 -US$3.51억 6 6.21% 축소
205
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$17.5억 -US$3141만 17 11.48% 축소
206
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$17.4억 +US$1.86억 3 6.91% 증가
207
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$17.3억 +US$50.8만 19 14.84% 증가
208
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
US$17.1억 +US$3905만 11 16.89% 증가
209
Longview Partners
Longview Partners
Guernsey
US$16.8억 +US$5.73억 3 12.81% 증가
210
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
US$16.7억 -US$2.69억 16 12.31% 축소
211
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$16.6억 +US$57.9만 9 12.77% 증가
212
Vulcan Value Partners
Vulcan Value Partners
Alabama
US$16.5억 -US$2.52억 3 16.15% 축소
213
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$16.2억 +US$1.34억 35 8.62% 증가
214
Viking Global Investors
Viking Global Investors
Connecticut
US$16.2억 -US$1.41억 2 7.42% 축소
215
Osaic Holdings
Osaic Holdings
Arizona
US$15.8억 +US$1.97억 41 3.49% 증가
216
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$15.5억 -US$2.15억 23 10.07% 축소
217
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$15.5억 -US$8.13억 28 7.07% 축소
218
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$15.3억 +US$7022만 14 10.48% 증가
219
Jensen Investment Management
Jensen Investment Management
Oregon
US$15.3억 +US$4817만 3 12.63% 증가
220
Man Group
Man Group
United Kingdom
US$15.2억 -US$18.6억 0 – 청산됨
221
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$15.2억 -US$2.21억 24 10.21% 축소
222
LSV Asset Management
LSV Asset Management
Illinois
US$15억 -US$1.6억 11 3.24% 축소
223
Public Investment Fund
Public Investment Fund
Saudi Arabia
US$14.9억 +US$15.1억 4 3.61% 증가
224
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$14.7억 +US$2.07억 9 20.56% 증가
225
AIG
American International Group
New York
US$14.6억 -US$2965만 26 9.88% 축소