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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$26.9억 -US$1183만 9 5.82% 축소
52
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$26.5억 -US$2162만 5 9.29% 축소
53
California Public Employees Retirement System
California Public Employees Retirement System
California
US$26.3억 +US$4816만 12 4.87% 증가
54
Harris Associates
Harris Associates
Illinois
US$25.8억 +US$4.87억 4 5.02% 증가
55
BlackRock
BlackRock
New York
US$24.8억 +US$9142만 12 4.67% 증가
56
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$23.7억 +US$2077만 9 6.33% 증가
57
First Eagle Investment Management
First Eagle Investment Management
New York
US$23.7억 +US$1.68억 6 6.87% 증가
58
Charles Schwab
Charles Schwab
California
US$22.4억 +US$9800만 11 4.56% 증가
59
ValueAct Holdings
ValueAct Holdings
California
US$22.3억 +US$3억 1 20.1% 증가
60
Prudential Financial
Prudential Financial
New Jersey
US$21.7억 +US$1.76억 11 4.61% 증가
61
Winslow Capital Management
Winslow Capital Management
Minnesota
US$21.4억 -US$4.77억 2 6.94% 축소
62
Russell Frank Company
Russell Frank Company
Washington
US$21억 +US$1251만 11 3.7% 증가
63
Magellan Asset Management
Magellan Asset Management
Australia
US$20.9억 +US$2.28억 3 22.52% 증가
64
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$20.7억 -US$4888만 8 5.68% 축소
65
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$20.5억 +US$10.5억 12 1.49% 증가
66
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$20.3억 -US$3.37억 9 6.09% 축소
67
Yacktman Asset Management
Yacktman Asset Management
Texas
US$20억 +US$1.28억 2 8.92% 증가
68
Macquarie Group
Macquarie Group
Australia
US$19.9억 +US$5.62억 11 3.89% 증가
69
VOYA Investment Management
VOYA Investment Management
Georgia
US$19.9억 -US$1.34억 10 4.97% 축소
70
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$19.7억 +US$1.22억 10 5.61% 증가
71
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$19.3억 -US$6589만 12 2.82% 축소
72
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$19.1억 +US$4361만 8 9.01% 증가
73
UBS
UBS
Switzerland
US$18.9억 +US$1.93억 14 1.94% 증가
74
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$18.8억 -US$4244만 13 1.44% 축소
75
ClearBridge Investments
ClearBridge Investments
New York
US$18.7억 -US$2.16억 10 2.61% 축소