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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
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$33억 -US$1.08억 8 5.19% 축소
52
Managed Account Advisors
Managed Account Advisors
New Jersey
US$32.7억 -US$1.22억 11 4.39% 축소
53
OppenheimerFunds
OppenheimerFunds
New York
US$31.9억 -US$44억 5 3.88% 축소
54
Harris Associates
Harris Associates
Illinois
US$31.2억 +US$1.13억 4 5.57% 증가
55
BlackRock
BlackRock
New York
US$29.6억 +US$8770만 11 4.83% 증가
56
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$29.4억 -US$1.3억 9 6.11% 축소
57
Winslow Capital Management
Winslow Capital Management
Minnesota
US$27.1억 -US$2570만 2 7.98% 축소
58
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$27억 -US$5633만 9 6.65% 축소
59
Magellan Asset Management
Magellan Asset Management
Australia
US$25.2억 +US$5777만 3 20.84% 증가
60
Charles Schwab
Charles Schwab
California
US$25.1억 -US$3368만 11 4.78% 축소
61
ValueAct Holdings
ValueAct Holdings
California
US$25억 US$0 1 20.69% 유지됨
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
US$25억 +US$2.75억 13 1.77% 증가
63
Macquarie Group
Macquarie Group
Australia
US$24.9억 +US$2.51억 11 4.46% 증가
64
Prudential Financial
Prudential Financial
New Jersey
US$24.2억 -US$8477만 10 4.81% 축소
65
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$23.6억 -US$9.16억 8 8.09% 축소
66
Yacktman Asset Management
Yacktman Asset Management
Texas
US$23.5억 +US$6361만 2 9.63% 증가
67
UBS
UBS
Switzerland
US$23.3억 +US$1.46억 14 2.17% 증가
68
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$23.1억 -US$7318만 8 5.99% 축소
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$22.6억 -US$1.6억 12 1.65% 축소
70
ClearBridge Investments
ClearBridge Investments
New York
US$22.5억 +US$1.28억 10 2.8% 증가
71
Capital International Investors
Capital International Investors
California
US$22.3억 +US$3.88억 5 6.93% 증가
72
Russell Frank Company
Russell Frank Company
Washington
US$22억 -US$2억 11 4.05% 축소
73
Artisan Partners
Artisan Partners
Wisconsin
US$21.9억 +US$1.09억 6 3.93% 증가
74
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
US$21.9억 +US$9177만 2 18.95% 증가
75
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$21.7억 +US$8623만 7 3.49% 증가