← 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$95.5억 -US$4.81억 30 9.63% 축소
52
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$93.7억 -US$4.85억 15 8.46% 축소
53
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$90.3억 +US$3.17억 26 11.15% 증가
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$86.9억 -US$3.4억 30 11.64% 축소
55
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$85.8억 +US$4791만 27 4.84% 증가
56
ClearBridge Investments
ClearBridge Investments
New York
US$82.9억 -US$2.46억 9 7.92% 축소
57
Nordea Investment Management
Nordea Investment Management
Sweden
US$82.5억 +US$4374만 21 12.03% 증가
58
Harris Associates
Harris Associates
Illinois
US$82.3억 +US$3.69억 6 15.98% 증가
59
Lazard Asset Management
Lazard Asset Management
New York
US$79.3억 +US$3.75억 25 10.39% 증가
60
Swedbank
Swedbank
Sweden
US$79.1억 +US$4.12억 16 15.61% 증가
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$78.5억 -US$8318만 28 11.68% 축소
62
Neuberger Berman Group
Neuberger Berman Group
New York
US$77.9억 -US$3.71억 22 7.22% 축소
63
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$76.6억 -US$3716만 6 5.49% 축소
64
TD Asset Management
TD Asset Management
Ontario, Canada
US$72.1억 -US$6.43억 17 8.7% 축소
65
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$71.4억 +US$1.37억 20 10.62% 증가
66
Fidelity International
Fidelity International
Bermuda
US$69.2억 -US$1.33억 16 7.94% 축소
67
TCI Fund Management
TCI Fund Management
United Kingdom
US$68.6억 -US$61.8억 2 23.48% 축소
68
Putnam Investments
Putnam Investments
Massachusetts
US$67.7억 -US$3619만 13 10.86% 축소
69
DZ Bank
DZ Bank
Germany
US$66.8억 -US$2648만 16 10.99% 축소
70
National Pension Service
National Pension Service
South Korea
US$66억 +US$1.3억 13 12.03% 증가
71
Prudential Financial
Prudential Financial
New Jersey
US$65.5억 +US$7437만 24 10.24% 증가
72
Brown Advisory
Brown Advisory
Maryland
US$65.1억 +US$2.24억 16 11.03% 증가
73
Raymond James & Associates
Raymond James & Associates
Florida
US$64.9억 +US$7696만 29 5.63% 증가
74
Sanders Capital
Sanders Capital
Florida
US$62.8억 +US$592만 2 14.89% 증가
75
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$56.1억 -US$2.22억 3 35.35% 축소