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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
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$26.1억 -US$44.7억 23 13.02% 축소
202
Calamos Advisors
Calamos Advisors
Illinois
US$26.1억 -US$2900만 13 11.6% 축소
203
Natixis
Natixis
France
US$26.1억 -US$5.38억 17 14.92% 축소
204
Appaloosa LP
Appaloosa LP
New Jersey
US$25.9억 -US$2.77억 5 41.96% 축소
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$25.6억 +US$1.72억 14 7.33% 증가
206
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$25.5억 +US$3662만 9 15.01% 증가
207
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$25.3억 -US$2545만 19 19.02% 축소
208
Creative Planning
Creative Planning
Kansas
US$24.9억 +US$1.05억 25 2.66% 증가
209
Resona Asset Management
Resona Asset Management
Japan
US$24.9억 -US$1.29억 14 15% 축소
210
Skye Global Management
Skye Global Management
Florida
US$24.9억 -US$3172만 2 56.28% 축소
211
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$24.7억 +US$5.55억 28 3.91% 증가
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$24.7억 -US$530만 14 12.71% 축소
213
Soroban Capital Partners
Soroban Capital Partners
New York
US$24.7억 +US$2.82억 3 36.31% 증가
214
CIBC World Market
CIBC World Market
Ontario, Canada
US$24.5억 +US$3.03억 15 5.65% 증가
215
M&T Bank
M&T Bank
New York
US$24.4억 +US$8878만 19 8.32% 증가
216
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$24.2억 -US$6608만 4 35.9% 축소
217
Axiom Investors
Axiom Investors
Connecticut
US$24억 +US$1.38억 3 20.95% 증가
218
AP
Altarock Partners
Florida
US$23.9억 +US$1480만 3 49.23% 증가
219
Alphinity Investment Management
Alphinity Investment Management
Australia
US$23.9억 +US$5.57억 3 17.6% 증가
220
Credit Agricole
Credit Agricole
France
US$23.8억 +US$9.36억 19 12.79% 증가
221
MetLife Investment Management
MetLife Investment Management
New Jersey
US$23.7억 +US$2.7억 26 14.07% 증가
222
Federated Hermes
Federated Hermes
Pennsylvania
US$23.6억 -US$1.53억 19 5.6% 축소
223
CIBC World Markets
CIBC World Markets
New York
US$23.4억 +US$2.3억 15 15.36% 증가
224
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$23.2억 +US$1.27억 20 5.52% 증가
225
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$22.9억 +US$2.87억 14 9.46% 증가