← 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$109억 -US$3.26억 28 10.79% 축소
52
VOYA Investment Management
VOYA Investment Management
Georgia
US$109억 -US$13.6억 28 11.29% 축소
53
Polen Capital Management
Polen Capital Management
Florida
US$108억 -US$9.9억 4 26.69% 축소
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$100억 -US$3.11억 31 12.78% 축소
55
DZ Bank
DZ Bank
Germany
US$99.1억 +US$18.5억 19 14.9% 증가
56
Lazard Asset Management
Lazard Asset Management
New York
US$97.5억 +US$4.24억 26 12% 증가
57
Swedbank
Swedbank
Sweden
US$97.3억 +US$3.93억 17 16.5% 증가
58
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$93.4억 -US$8.73억 25 5.21% 축소
59
ClearBridge Investments
ClearBridge Investments
New York
US$92.6억 -US$6.84억 9 8.35% 축소
60
Neuberger Berman Group
Neuberger Berman Group
New York
US$92.5억 -US$3500만 21 8.27% 축소
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$91.3억 -US$1.92억 28 12.9% 축소
62
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$89.4억 -US$2.44억 6 6.09% 축소
63
TD Asset Management
TD Asset Management
Ontario, Canada
US$87.8억 +US$1.43억 17 10% 증가
64
Nordea Investment Management
Nordea Investment Management
Sweden
US$87.1억 -US$10.3억 21 11.92% 축소
65
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$85.2억 +US$1.22억 20 12.23% 증가
66
Putnam Investments
Putnam Investments
Massachusetts
US$84.1억 +US$2.24억 13 12.39% 증가
67
National Pension Service
National Pension Service
South Korea
US$82.6억 +US$3.24억 13 13.32% 증가
68
Sanders Capital
Sanders Capital
Florida
US$79.6억 +US$5.81억 3 16.62% 증가
69
Prudential Financial
Prudential Financial
New Jersey
US$78.3억 +US$4686만 22 11.39% 증가
70
GQG Partners
GQG Partners
Florida
US$77.9억 +US$30.9억 6 17.91% 증가
71
Brown Advisory
Brown Advisory
Maryland
US$77.2억 -US$3950만 16 12.05% 축소
72
Raymond James & Associates
Raymond James & Associates
Florida
US$76.1억 -US$1.02억 29 6.27% 축소
73
Fidelity International
Fidelity International
Bermuda
US$74.1억 -US$3.87억 14 8.32% 축소
74
Citigroup
Citigroup
New York
US$70.8억 +US$12.1억 34 4.65% 증가
75
Harris Associates
Harris Associates
Illinois
US$69.5억 -US$27.6억 6 13.08% 축소