← 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$148억 -US$3.67억 9 18.65% 축소
52
National Pension Service
National Pension Service
South Korea
US$146억 -US$5300만 13 13.78% 축소
53
Dodge & Cox
Dodge & Cox
California
US$145억 -US$15.7억 7 8.47% 축소
54
Neuberger Berman Group
Neuberger Berman Group
New York
US$140억 -US$2889만 19 11.13% 축소
55
Swedbank
Swedbank
Sweden
US$133억 +US$4.31억 14 16.39% 증가
56
DZ Bank
DZ Bank
Germany
US$131억 -US$10.1억 17 13.32% 축소
57
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$128억 +US$1.44억 25 11.12% 증가
58
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$127억 +US$20.8억 35 7.14% 증가
59
Nordea Investment Management
Nordea Investment Management
Sweden
US$124억 +US$6.15억 19 13.01% 증가
60
ClearBridge Investments
ClearBridge Investments
New York
US$124억 -US$5.43억 11 10.06% 축소
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$123억 -US$3.17억 27 14.34% 축소
62
Gates Foundation Trust
Gates Foundation Trust
Washington
US$120억 -US$2.13억 1 28.55% 축소
63
Brown Advisory
Brown Advisory
Maryland
US$114억 -US$3.39억 18 14.41% 축소
64
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$113억 +US$3.23억 6 6.95% 증가
65
Polen Capital Management
Polen Capital Management
Florida
US$111억 -US$14.9억 6 30.05% 축소
66
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$108억 +US$1.44억 24 3.47% 증가
67
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$107억 -US$51만 28 14.31% 축소
68
VOYA Investment Management
VOYA Investment Management
Georgia
US$103억 +US$6932만 28 10.73% 증가
69
Fidelity International
Fidelity International
Bermuda
US$103억 -US$3.71억 17 9.63% 축소
70
TCI Fund Management
TCI Fund Management
United Kingdom
US$102억 +US$7.79억 3 24.01% 증가
71
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$97.9억 -US$7.61억 25 7.83% 축소
72
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$96.5억 +US$4.1억 20 15.57% 증가
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$96.4억 -US$7.99억 22 9.18% 축소
74
Citigroup
Citigroup
New York
US$94.8억 -US$15.3억 32 5.63% 축소
75
LPL Financial
LPL Financial
California
US$92.2억 +US$7.37억 31 3.75% 증가