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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
51
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$26.8억 +US$26.7억 9 6.08% 신규
52
California Public Employees Retirement System
California Public Employees Retirement System
California
US$25.5억 +US$25.4억 12 5.12% 신규
53
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$25.4억 +US$25.3억 11 4.79% 신규
54
Winslow Capital Management
Winslow Capital Management
Minnesota
US$24.9억 +US$24.5억 3 8.13% 신규
55
BlackRock
BlackRock
New York
US$23.7억 +US$23.5억 12 4.69% 신규
56
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$23.4억 +US$23.5억 9 7.08% 신규
57
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$23.2억 +US$23.1억 9 6.54% 신규
58
Lazard Asset Management
Lazard Asset Management
New York
US$23억 +US$23억 10 5.46% 신규
59
First Eagle Investment Management
First Eagle Investment Management
New York
US$21.7억 +US$21.6억 6 6.59% 신규
60
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$21억 +US$20.9억 8 5.89% 신규
61
Charles Schwab
Charles Schwab
California
US$20.9억 +US$20.9억 11 4.68% 신규
62
VOYA Investment Management
VOYA Investment Management
Georgia
US$20.9억 +US$21억 10 5.78% 신규
63
Russell Frank Company
Russell Frank Company
Washington
US$20.7억 +US$20.6억 11 3.79% 신규
64
ClearBridge Investments
ClearBridge Investments
New York
US$20.3억 +US$19.8억 10 3.09% 신규
65
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$20.2억 +US$20.6억 12 2.95% 신규
66
ValueAct Holdings
ValueAct Holdings
California
US$19.9억 +US$18.9억 1 20.48% 신규
67
Prudential Financial
Prudential Financial
New Jersey
US$19.7억 +US$19.7억 11 4.36% 신규
68
Harris Associates
Harris Associates
Illinois
US$19.7억 +US$20.7억 4 4.13% 신규
69
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$19.1억 +US$18.9억 13 1.61% 신규
70
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$18.9억 +US$18.2억 8 8.97% 신규
71
Yacktman Asset Management
Yacktman Asset Management
Texas
US$18.6억 +US$18.5억 2 8.81% 신규
72
Magellan Asset Management
Magellan Asset Management
Australia
US$18.5억 +US$18.3억 3 20.64% 신규
73
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$18.4억 +US$18.6억 10 5.34% 신규
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$18.3억 +US$18.2억 11 5.87% 신규
75
HSBC Holdings
HSBC Holdings
United Kingdom
US$18.1억 +US$18억 10 5.45% 신규