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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
301
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
US$3.08억 +US$194만 8 6.77% 증가
302
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$3.07억 -US$961만 8 4.03% 축소
303
HAM
HHR Asset Management
New Jersey
US$3.06억 -US$2221만 3 12.97% 축소
304
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$3.01억 +US$2985만 11 4.24% 증가
305
BRC
Blue Ridge Capital
New York
US$3억 +US$1.98억 2 3.45% 증가
306
IRF
IBM Retirement Fund
New York
US$2.96억 -US$166만 9 6.28% 축소
307
Natixis Advisors
Natixis Advisors
Massachusetts
US$2.92억 +US$3394만 10 5.06% 증가
308
Baird Financial Group
Baird Financial Group
Wisconsin
US$2.87억 +US$2595만 8 3.05% 증가
309
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$2.8억 +US$2.87억 8 3.93% 신규
310
EverPoint Asset Management
EverPoint Asset Management
Connecticut
US$2.79억 +US$4112만 3 7.23% 증가
311
BWA
Brave Warrior Advisors
New York
US$2.78억 +US$237만 1 8.83% 증가
312
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
US$2.74억 +US$2728만 3 5.82% 증가
313
NWQ Investment Management Company
NWQ Investment Management Company
California
US$2.74억 -US$1706만 4 4.22% 축소
314
Edge Asset Management
Edge Asset Management
Washington
US$2.74억 -US$1865만 5 2.73% 축소
315
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
US$2.73억 +US$1004만 8 6.99% 증가
316
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
US$2.72억 -US$730만 4 11.66% 축소
317
Thornburg Investment Management
Thornburg Investment Management
New Mexico
US$2.72억 -US$1.61억 7 1.71% 축소
318
CCM
Cornerstone Capital Management
Minnesota
US$2.72억 -US$4402만 2 11.52% 축소
319
HCM
Hoplite Capital Management
New York
US$2.65억 +US$4285만 2 10.01% 증가
320
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
US$2.64억 +US$449만 5 2.2% 증가
321
Meritage Group
Meritage Group
California
US$2.62억 +US$24.2만 1 5.91% 증가
322
Numeric Investors
Numeric Investors
Massachusetts
US$2.61억 +US$5398만 10 3.04% 증가
323
ROIC
Route One Investment Company
California
US$2.59억 +US$2068만 2 15.33% 증가
324
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$2.57억 +US$1.74억 9 2.09% 증가
325
BHG
Blue Harbour Group
Connecticut
US$2.57억 -US$8778만 1 8% 축소