← 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
DZ Bank
DZ Bank
Germany
US$134억 -US$3.82억 16 13.16% 축소
52
Neuberger Berman Group
Neuberger Berman Group
New York
US$131억 -US$2726만 21 10.21% 축소
53
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$130억 +US$9.48억 23 13.88% 증가
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$127억 +US$4.17억 17 13.05% 증가
55
Gates Foundation Trust
Gates Foundation Trust
Washington
US$125억 -US$25.4억 1 27.64% 축소
56
ClearBridge Investments
ClearBridge Investments
New York
US$122억 +US$1.23억 10 9.57% 증가
57
Swedbank
Swedbank
Sweden
US$121억 -US$9931만 16 15.47% 축소
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$118억 -US$5690만 28 13.72% 축소
59
Polen Capital Management
Polen Capital Management
Florida
US$117억 -US$10.7억 5 30.11% 축소
60
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$117억 +US$2.01억 26 10.22% 증가
61
Raymond James & Associates
Raymond James & Associates
Florida
US$112억 +US$2.1억 25 6.81% 증가
62
Nordea Investment Management
Nordea Investment Management
Sweden
US$109억 +US$8.6억 20 12.42% 증가
63
Brown Advisory
Brown Advisory
Maryland
US$109억 +US$1.44억 14 13.73% 증가
64
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$105억 +US$4.82억 22 8.92% 증가
65
Citigroup
Citigroup
New York
US$104억 +US$452만 32 6% 증가
66
Fidelity International
Fidelity International
Bermuda
US$104억 +US$2.35억 17 9.39% 증가
67
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$102억 -US$5530만 5 6.16% 축소
68
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$101억 -US$1.58억 25 3.25% 축소
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$100억 +US$14.1억 24 6.74% 증가
70
Lazard Asset Management
Lazard Asset Management
New York
US$100억 -US$16.5억 27 13.4% 축소
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$100억 -US$7.04억 28 13.53% 축소
72
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$97.6억 -US$4.28억 21 9.25% 축소
73
VOYA Investment Management
VOYA Investment Management
Georgia
US$95.5억 -US$25.5억 28 9.88% 축소
74
TCI Fund Management
TCI Fund Management
United Kingdom
US$89.9억 +US$6.24억 3 20.42% 증가
75
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$87억 +US$28억 20 16.01% 증가