← 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$86.6억 +US$1.14억 32 9.65% 증가
52
VOYA Investment Management
VOYA Investment Management
Georgia
US$85.3억 +US$45.5억 28 10.23% 증가
53
ClearBridge Investments
ClearBridge Investments
New York
US$85억 +US$1.63억 11 8.57% 증가
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$82.2억 -US$7.54억 30 11.9% 축소
55
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$81.2억 +US$9633만 22 12.04% 증가
56
TD Asset Management
TD Asset Management
Ontario, Canada
US$80.6억 -US$1.81억 17 10.09% 축소
57
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$79.9억 +US$91.1억 5 6.38% 신규
58
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$74.6억 +US$2.99억 26 11.11% 증가
59
HSBC Holdings
HSBC Holdings
United Kingdom
US$74.5억 -US$7.35억 22 12.15% 축소
60
Nordea Investment Management
Nordea Investment Management
Sweden
US$72.7억 -US$2.12억 21 11.76% 축소
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$70.4억 -US$9315만 27 11.9% 축소
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$70.4억 -US$1.14억 26 4.9% 축소
63
Neuberger Berman Group
Neuberger Berman Group
New York
US$70.3억 +US$3.19억 22 7.34% 증가
64
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$66.7억 +US$587만 18 11.04% 증가
65
Lazard Asset Management
Lazard Asset Management
New York
US$65.1억 -US$1.19억 26 9.51% 축소
66
Fidelity International
Fidelity International
Bermuda
US$62.5억 -US$2.36억 17 8.04% 축소
67
Swedbank
Swedbank
Sweden
US$62.2억 +US$4.6억 17 14.76% 증가
68
DZ Bank
DZ Bank
Germany
US$60.7억 -US$7.62억 17 11.11% 축소
69
Prudential Financial
Prudential Financial
New Jersey
US$59.8억 -US$2505만 25 10.13% 축소
70
Putnam Investments
Putnam Investments
Massachusetts
US$59.4억 -US$9321만 12 11.3% 축소
71
National Pension Service
National Pension Service
South Korea
US$59.3억 +US$1.62억 14 12.37% 증가
72
Harris Associates
Harris Associates
Illinois
US$59.1억 +US$2.3억 5 9.9% 증가
73
Brown Advisory
Brown Advisory
Maryland
US$57억 +US$9789만 17 11.09% 증가
74
Raymond James & Associates
Raymond James & Associates
Florida
US$56.2억 +US$7958만 30 5.69% 증가
75
Sanders Capital
Sanders Capital
Florida
US$55.1억 +US$9112만 2 15.16% 증가