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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
ClearBridge Investments
ClearBridge Investments
New York
US$126억 -US$13.2억 13 9.02% 축소
52
Credit Suisse
Credit Suisse
Switzerland
US$124억 +US$3215만 29 6.84% 증가
53
Polen Capital Management
Polen Capital Management
Florida
US$124억 -US$2.46억 7 22.72% 축소
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$122억 -US$4.11억 29 12.98% 축소
55
Principal Financial Group
Principal Financial Group
Iowa
US$112억 +US$1.66억 24 7.32% 증가
56
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$101억 -US$2.59억 26 13.01% 축소
57
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$101억 +US$375만 27 14% 증가
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$97.1억 -US$2.87억 24 7.95% 축소
59
Sands Capital Management
Sands Capital Management
Virginia
US$96.8억 +US$17.5억 9 16.14% 증가
60
Nordea Investment Management
Nordea Investment Management
Sweden
US$96.1억 -US$2.95억 19 12.5% 축소
61
Lazard Asset Management
Lazard Asset Management
New York
US$96억 +US$5.03억 20 10.83% 증가
62
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$94.5억 +US$2.31억 22 10.7% 증가
63
Macquarie Group
Macquarie Group
Australia
US$92.1억 -US$1.8억 26 7.85% 축소
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$90.2억 -US$1.96억 25 12.21% 축소
65
Iconiq Capital
Iconiq Capital
California
US$90.1억 -US$10.1억 7 52.44% 축소
66
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$89.6억 -US$19.3억 17 11.21% 축소
67
Neuberger Berman Group
Neuberger Berman Group
New York
US$88.6억 -US$1.74억 18 7.75% 축소
68
First Trust Advisors
First Trust Advisors
Illinois
US$85.9억 +US$2.74억 27 9.24% 증가
69
Fidelity International
Fidelity International
Bermuda
US$85.6억 -US$5.72억 14 9.5% 축소
70
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
US$85.4억 -US$4.12억 6 25.08% 축소
71
Putnam Investments
Putnam Investments
Massachusetts
US$84.7억 -US$5590만 9 13.13% 축소
72
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$84.4억 -US$31.9억 20 12.97% 축소
73
Swedbank
Swedbank
Sweden
US$84.1억 -US$1.76억 16 15.7% 축소
74
DZ Bank
DZ Bank
Germany
US$83.6억 +US$5254만 14 12.85% 증가
75
Prudential Financial
Prudential Financial
New Jersey
US$83.4억 -US$5.5억 24 11.63% 축소