← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$129억 -US$1.39억 11 18.39% 축소
52
Credit Suisse
Credit Suisse
Switzerland
US$128억 -US$8.82억 24 12.25% 축소
53
Neuberger Berman Group
Neuberger Berman Group
New York
US$123억 -US$113억 22 10.19% 축소
54
VOYA Investment Management
VOYA Investment Management
Georgia
US$117억 -US$5.61억 28 11.51% 축소
55
Lazard Asset Management
Lazard Asset Management
New York
US$115억 -US$10.9억 22 14.02% 축소
56
ClearBridge Investments
ClearBridge Investments
New York
US$115억 -US$85.5만 8 9.1% 축소
57
Swedbank
Swedbank
Sweden
US$114억 +US$3.29억 15 16.1% 증가
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$112억 +US$5148만 27 14.14% 증가
59
National Pension Service
National Pension Service
South Korea
US$111억 +US$1.85억 12 13.31% 증가
60
Sanders Capital
Sanders Capital
Florida
US$110억 +US$1.17억 3 18.45% 증가
61
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$110억 -US$6.69억 24 10.21% 축소
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$110억 +US$5048만 17 12.91% 증가
63
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$107억 -US$2.75억 28 14.08% 축소
64
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$104억 +US$14.6억 23 14.36% 증가
65
Raymond James & Associates
Raymond James & Associates
Florida
US$100억 +US$1.11억 27 6.8% 증가
66
Brown Advisory
Brown Advisory
Maryland
US$100억 -US$3.87억 16 13.3% 축소
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$99억 -US$6.12억 5 6.06% 축소
68
Nordea Investment Management
Nordea Investment Management
Sweden
US$97.3억 -US$7429만 20 11.5% 축소
69
Fidelity International
Fidelity International
Bermuda
US$94.5억 +US$3.36억 16 9.37% 증가
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$93.5억 +US$5.9억 24 3.49% 증가
71
Citigroup
Citigroup
New York
US$88.7억 +US$5.52억 33 5.83% 증가
72
Prudential Financial
Prudential Financial
New Jersey
US$86.3억 -US$2.04억 20 12.15% 축소
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$84.7억 +US$12억 21 8.9% 증가
74
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$78.6억 -US$47.2억 19 7.27% 축소
75
TD Asset Management
TD Asset Management
Ontario, Canada
US$78.1억 -US$8.7억 15 7.27% 축소