← 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
Polen Capital Management
Polen Capital Management
Florida
US$78.8억 -US$4.39억 4 22.99% 축소
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$76.5억 -US$9944만 29 10.48% 축소
53
VOYA Investment Management
VOYA Investment Management
Georgia
US$75.2억 -US$4.41억 29 8.7% 축소
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$73.3억 +US$3억 26 9.86% 증가
55
ClearBridge Investments
ClearBridge Investments
New York
US$71.7억 -US$8.52억 11 7.08% 축소
56
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$71.6억 +US$7.19억 27 4.51% 증가
57
Nordea Investment Management
Nordea Investment Management
Sweden
US$70.7억 +US$6983만 21 11.01% 증가
58
Neuberger Berman Group
Neuberger Berman Group
New York
US$69.2억 +US$2.92억 22 6.79% 증가
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$67억 +US$8163만 28 10.53% 증가
60
Harris Associates
Harris Associates
Illinois
US$66.4억 +US$11.7억 5 13.53% 증가
61
TD Asset Management
TD Asset Management
Ontario, Canada
US$66.4억 -US$7.97억 17 8.19% 축소
62
Swedbank
Swedbank
Sweden
US$64.6억 +US$2.67억 17 14.21% 증가
63
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$64억 -US$11.4억 5 4.91% 축소
64
Lazard Asset Management
Lazard Asset Management
New York
US$63억 +US$2.82억 24 8.68% 증가
65
Fidelity International
Fidelity International
Bermuda
US$60.2억 -US$2339만 16 7.23% 축소
66
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$59억 -US$4.85억 18 9.36% 축소
67
Putnam Investments
Putnam Investments
Massachusetts
US$57.2억 -US$3499만 12 9.98% 축소
68
DZ Bank
DZ Bank
Germany
US$56.4억 -US$1.07억 18 9.55% 축소
69
National Pension Service
National Pension Service
South Korea
US$55.7억 +US$8453만 14 10.97% 증가
70
Prudential Financial
Prudential Financial
New Jersey
US$54.6억 -US$1.98억 25 9.19% 축소
71
Raymond James & Associates
Raymond James & Associates
Florida
US$54.1억 +US$4022만 30 4.96% 증가
72
Sanders Capital
Sanders Capital
Florida
US$52.7억 -US$6859만 2 13.81% 축소
73
Brown Advisory
Brown Advisory
Maryland
US$52.5억 -US$7678만 16 9.76% 축소
74
Silver Lake Group
Silver Lake Group
California
US$51.6억 US$0 2 40.83% 유지됨
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$48.9억 +US$2049만 3 28.95% 증가