← 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$122억 +US$7.42억 4 29.41% 증가
52
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$122억 -US$1.21억 32 12.77% 축소
53
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$116억 -US$15.7억 20 12.14% 축소
54
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$115억 -US$1.62억 19 17.65% 축소
55
Lazard Asset Management
Lazard Asset Management
New York
US$114억 +US$8575만 23 14.37% 증가
56
VOYA Investment Management
VOYA Investment Management
Georgia
US$112억 -US$10.1억 28 11.58% 축소
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$104억 -US$1.26억 25 6.19% 축소
58
ClearBridge Investments
ClearBridge Investments
New York
US$102억 -US$8.26만 8 8.75% 축소
59
Sanders Capital
Sanders Capital
Florida
US$101억 +US$2.76억 3 18.68% 증가
60
Swedbank
Swedbank
Sweden
US$100억 -US$10.5억 15 16.06% 축소
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$99.2억 +US$4108만 27 13.68% 증가
62
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$97.6억 -US$7.36억 29 13.51% 축소
63
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$97.6억 +US$9552만 18 12.65% 증가
64
Putnam Investments
Putnam Investments
Massachusetts
US$97.2억 +US$2.78억 15 12.84% 증가
65
National Pension Service
National Pension Service
South Korea
US$97억 +US$1.15억 12 13.51% 증가
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$94.1억 -US$2069만 5 6.12% 축소
67
Brown Advisory
Brown Advisory
Maryland
US$92.2억 +US$4.7억 16 12.97% 증가
68
Nordea Investment Management
Nordea Investment Management
Sweden
US$88.8억 -US$3.81억 20 11.28% 축소
69
Raymond James & Associates
Raymond James & Associates
Florida
US$88.1억 +US$1.91억 26 6.58% 증가
70
Fidelity International
Fidelity International
Bermuda
US$82.2억 -US$5138만 14 8.64% 축소
71
Prudential Financial
Prudential Financial
New Jersey
US$78.5억 -US$9.43억 21 11.86% 축소
72
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$77.8억 +US$3.73억 23 13.69% 증가
73
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$77.6억 +US$2.52억 27 3.21% 증가
74
TD Asset Management
TD Asset Management
Ontario, Canada
US$77.6억 -US$15.7억 15 7.63% 축소
75
GQG Partners
GQG Partners
Florida
US$77억 +US$4.65억 5 16.29% 증가