← 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
Soroban Capital Partners
Soroban Capital Partners
New York
US$25.6억 +US$2.36억 3 35.44% 증가
202
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$25.5억 -US$4445만 6 18.2% 축소
203
Creative Planning
Creative Planning
Kansas
US$25억 +US$1.07억 28 2.48% 증가
204
Skye Global Management
Skye Global Management
Florida
US$24.8억 +US$7661만 2 59.79% 증가
205
Calamos Advisors
Calamos Advisors
Illinois
US$24.4억 -US$8002만 13 10.54% 축소
206
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$24.4억 -US$5.17억 2 32.38% 축소
207
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$24.1억 +US$2112만 14 11.95% 증가
208
AP
Altarock Partners
Florida
US$23.9억 +US$1.2억 3 47.11% 증가
209
CIBC World Market
CIBC World Market
Ontario, Canada
US$23.9억 +US$1535만 16 4.97% 증가
210
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$23.7억 +US$1.9억 9 10.72% 증가
211
Resona Asset Management
Resona Asset Management
Japan
US$23.6억 -US$3399만 14 13.67% 축소
212
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$23.4억 +US$7075만 21 5.02% 증가
213
UniSuper Management
UniSuper Management
Australia
US$23.4억 +US$4.02억 15 17.57% 증가
214
M&T Bank
M&T Bank
New York
US$23.3억 -US$4668만 19 7.65% 축소
215
Federated Hermes
Federated Hermes
Pennsylvania
US$22.7억 -US$1019만 18 4.98% 축소
216
Axiom Investors
Axiom Investors
Connecticut
US$22.5억 -US$4365만 3 19.72% 축소
217
Candriam SCA
Candriam SCA
Luxembourg
US$22.4억 +US$1.16억 14 12.85% 증가
218
MetLife Investment Management
MetLife Investment Management
New Jersey
US$22.3억 -US$4947만 26 12.78% 축소
219
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$21.8억 -US$6715만 10 13.26% 축소
220
Edgewood Management
Edgewood Management
Connecticut
US$21.6억 -US$2260만 2 5.83% 축소
221
Natixis
Natixis
France
US$21.5억 -US$3.15억 16 12.14% 축소
222
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$21.5억 -US$2.47억 21 3.17% 축소
223
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$21.5억 +US$4342만 26 12.71% 증가
224
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$21.3억 +US$2.68억 15 10.13% 증가
225
Montrusco Bolton Investments
Montrusco Bolton Investments
Quebec, Canada
US$21.2억 +US$1.91억 3 22.39% 증가