← 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
National Pension Service
National Pension Service
South Korea
US$131억 +US$4.68억 13 12.58% 증가
52
Dodge & Cox
Dodge & Cox
California
US$124억 -US$8.49억 7 7.09% 축소
53
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$124억 -US$3.91억 17 12.55% 축소
54
Neuberger Berman Group
Neuberger Berman Group
New York
US$124억 +US$1.58억 21 10.38% 증가
55
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$123억 -US$5.53억 9 17.85% 축소
56
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$123억 +US$8.54억 33 7.23% 증가
57
Swedbank
Swedbank
Sweden
US$114억 -US$1.96억 15 15.18% 축소
58
Nordea Investment Management
Nordea Investment Management
Sweden
US$111억 +US$6.79억 19 11.75% 증가
59
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$109억 -US$1.56억 25 10.3% 축소
60
Gates Foundation Trust
Gates Foundation Trust
Washington
US$107억 US$0 1 25.55% 유지됨
61
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$107억 +US$10.4억 6 7.05% 증가
62
DZ Bank
DZ Bank
Germany
US$107억 -US$9.1억 17 11.93% 축소
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$106억 -US$7296만 26 13.12% 축소
64
ClearBridge Investments
ClearBridge Investments
New York
US$102억 -US$6.68억 11 8.9% 축소
65
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$95.9억 +US$11.3억 20 7.78% 증가
66
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$95.6억 +US$1.31억 25 3.08% 증가
67
Brown Advisory
Brown Advisory
Maryland
US$95.1억 -US$3.58억 15 13.59% 축소
68
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$93.5억 +US$11.8억 19 9.08% 증가
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$92.9억 +US$20.3억 25 9.73% 증가
70
TCI Fund Management
TCI Fund Management
United Kingdom
US$92.9억 +US$5.1억 3 21.42% 증가
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$90억 -US$3.42억 27 13.21% 축소
72
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$89.1억 +US$6.44억 19 14.86% 증가
73
Polen Capital Management
Polen Capital Management
Florida
US$86.3억 -US$10.5억 6 27.09% 축소
74
LPL Financial
LPL Financial
California
US$85.7억 +US$5.82억 32 3.33% 증가
75
Fidelity International
Fidelity International
Bermuda
US$83.1억 -US$11.8억 17 7.89% 축소