← 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
51
Credit Suisse
Credit Suisse
Switzerland
US$127억 -US$10.7억 28 6.71% 축소
52
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$126억 +US$2.81억 20 15.8% 증가
53
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$123억 -US$9672만 29 12.75% 축소
54
Polen Capital Management
Polen Capital Management
Florida
US$123억 +US$5.06억 6 23.52% 증가
55
HSBC Holdings
HSBC Holdings
United Kingdom
US$112억 -US$12.3억 24 11.91% 축소
56
Principal Financial Group
Principal Financial Group
Iowa
US$108억 +US$2.66억 24 6.99% 증가
57
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$105억 +US$12.7억 17 12.92% 증가
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$101억 -US$4.53억 27 12.71% 축소
59
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$100억 +US$2.25억 26 13.46% 증가
60
Fidelity International
Fidelity International
Bermuda
US$99.2억 -US$4.38억 15 10.65% 축소
61
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$97.9억 -US$7.85억 24 7.94% 축소
62
Nordea Investment Management
Nordea Investment Management
Sweden
US$97.3억 -US$6894만 19 13.01% 축소
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$96.1억 -US$1.99억 20 11.49% 축소
64
Macquarie Group
Macquarie Group
Australia
US$93.6억 +US$56.6억 24 7.69% 증가
65
Lazard Asset Management
Lazard Asset Management
New York
US$90억 -US$2.78억 22 10.1% 축소
66
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$89.8억 -US$4.06억 24 11.78% 축소
67
Neuberger Berman Group
Neuberger Berman Group
New York
US$88.2억 +US$7864만 19 7.7% 증가
68
Citigroup
Citigroup
New York
US$88.1억 -US$8.48억 34 5.3% 축소
69
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$86.9억 +US$3.9억 6 24.81% 증가
70
Prudential Financial
Prudential Financial
New Jersey
US$86.3억 -US$1.32억 22 11.85% 축소
71
Sands Capital Management
Sands Capital Management
Virginia
US$85.1억 +US$3.62억 9 14.43% 증가
72
Swedbank
Swedbank
Sweden
US$84.1억 +US$2429만 16 15.78% 증가
73
Putnam Investments
Putnam Investments
Massachusetts
US$83.4억 +US$2.62억 11 12.98% 증가
74
First Trust Advisors
First Trust Advisors
Illinois
US$83.2억 -US$3.78억 26 9% 축소
75
TD Asset Management
TD Asset Management
Ontario, Canada
US$81.5억 +US$3.49억 18 8.27% 증가