← 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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$139억 -US$1.49억 8 10.82% 축소
52
Neuberger Berman Group
Neuberger Berman Group
New York
US$135억 -US$83.9만 23 11.08% 축소
53
Polen Capital Management
Polen Capital Management
Florida
US$132억 -US$14.1억 4 33.08% 축소
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$129억 +US$7.16억 17 14.26% 증가
55
Swedbank
Swedbank
Sweden
US$127억 +US$3.12억 16 17.02% 증가
56
VOYA Investment Management
VOYA Investment Management
Georgia
US$126억 -US$2047만 28 12.36% 축소
57
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$125억 +US$10.5억 23 15.25% 증가
58
ClearBridge Investments
ClearBridge Investments
New York
US$124억 +US$7416만 8 10.04% 증가
59
National Pension Service
National Pension Service
South Korea
US$124억 +US$1.94억 13 14.19% 증가
60
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$123억 +US$2636만 28 15.04% 증가
61
Lazard Asset Management
Lazard Asset Management
New York
US$121억 -US$5.71억 26 15.17% 축소
62
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$119억 -US$2.73억 25 11.11% 축소
63
Brown Advisory
Brown Advisory
Maryland
US$114억 +US$3.39억 14 14.84% 증가
64
Raymond James & Associates
Raymond James & Associates
Florida
US$113억 +US$3.01억 26 7.41% 증가
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$111억 -US$5.17억 29 14.57% 축소
66
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$109억 -US$1694만 5 6.85% 축소
67
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$108억 +US$11.3억 21 10.58% 증가
68
Nordea Investment Management
Nordea Investment Management
Sweden
US$107억 -US$1.48억 20 12.55% 축소
69
Citigroup
Citigroup
New York
US$106억 +US$9.07억 32 6.82% 증가
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$105억 +US$2.97억 24 3.66% 증가
71
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$102억 +US$17.1억 17 9.01% 증가
72
Fidelity International
Fidelity International
Bermuda
US$100억 -US$2.06억 17 9.89% 축소
73
TCI Fund Management
TCI Fund Management
United Kingdom
US$89.1억 +US$8.12억 3 21.77% 증가
74
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$88.6억 +US$19.3억 24 7.22% 증가
75
TD Asset Management
TD Asset Management
Ontario, Canada
US$85.2억 -US$1479만 16 7.95% 축소