← 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
Primecap Management
Primecap Management
California
US$188억 -US$11.7억 10 14.22% 축소
52
DZ Bank
DZ Bank
Germany
US$186억 -US$3081만 17 16.06% 축소
53
Principal Financial Group
Principal Financial Group
Iowa
US$183억 -US$3.97억 24 9.36% 축소
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$178억 -US$5.38억 34 14.41% 축소
55
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$177억 +US$9.8억 22 11.84% 증가
56
Neuberger Berman Group
Neuberger Berman Group
New York
US$174억 -US$3.58억 22 12.98% 축소
57
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$171억 +US$57.4억 37 7.75% 증가
58
Nordea Investment Management
Nordea Investment Management
Sweden
US$169억 -US$2.88억 21 14.51% 축소
59
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$166억 -US$2.52억 9 19.99% 축소
60
Dodge & Cox
Dodge & Cox
California
US$160억 -US$10.8억 7 8.65% 축소
61
Citigroup
Citigroup
New York
US$155억 +US$13.7억 42 6.86% 증가
62
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$154억 -US$10.2억 8 12.78% 축소
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$154억 -US$1.89억 31 15.38% 축소
64
LPL Financial
LPL Financial
California
US$150억 +US$6.69억 35 4.09% 증가
65
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$142억 -US$3.94억 7 8.99% 축소
66
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$142억 -US$2.7억 28 11.65% 축소
67
ClearBridge Investments
ClearBridge Investments
New York
US$137억 -US$12.3억 12 10.97% 축소
68
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$134억 -US$10억 21 18.46% 축소
69
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$134억 +US$27.1억 28 12.14% 증가
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$132억 -US$9.7억 23 3.91% 축소
71
VOYA Investment Management
VOYA Investment Management
Georgia
US$130억 -US$7.1억 28 12.81% 축소
72
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$127억 +US$87억 27 14.62% 증가
73
Fidelity International
Fidelity International
Bermuda
US$125억 +US$7.41억 17 9.35% 증가
74
Aberdeen Group
Aberdeen Group
United Kingdom
US$122억 -US$1.43억 16 18.81% 축소
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$119억 -US$6.03억 28 15.86% 축소