← 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
76
Lazard Asset Management
Lazard Asset Management
New York
US$18.4억 -US$5.12억 7 4.37% 축소
77
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$18.4억 +US$2.51억 8 3.5% 증가
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$18.1억 -US$3456만 11 5.6% 축소
79
Artisan Partners
Artisan Partners
Wisconsin
US$17.8억 +US$2.59억 5 3.42% 증가
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$17.6억 +US$5305만 11 5.25% 증가
81
Nordea Investment Management
Nordea Investment Management
Sweden
US$17.5억 +US$2.53억 8 9.78% 증가
82
Brown Advisory
Brown Advisory
Maryland
US$16.9억 -US$2173만 6 6.02% 축소
83
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$16.7억 -US$2960만 11 5.38% 축소
84
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
US$16.3억 +US$8463만 2 17.8% 증가
85
HSBC Holdings
HSBC Holdings
United Kingdom
US$16억 -US$2.09억 9 4.37% 축소
86
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
US$15.6억 -US$275만 12 4.23% 축소
87
Capital International Investors
Capital International Investors
California
US$15.4억 +US$4098만 4 6.56% 증가
88
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$15.2억 -US$6271만 2 2.42% 축소
89
SG Americas Securities
SG Americas Securities
New York
US$15.1억 +US$5.54억 11 6.18% 증가
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$14억 -US$2430만 8 4.02% 축소
91
MTB
Mizuho Trust & Banking
Japan
US$13.8억 US$0 9 5.76% 유지됨
92
Pzena Investment Management
Pzena Investment Management
New York
US$13.7억 +US$1.75억 3 8.87% 증가
93
Teachers Advisors
Teachers Advisors
New York
US$13.7억 +US$5423만 12 3.42% 증가
94
Citigroup
Citigroup
New York
US$13.3억 +US$1753만 13 1.25% 증가
95
Barclays
Barclays
United Kingdom
US$13.1억 +US$1.49억 11 1.56% 증가
96
Principal Financial Group
Principal Financial Group
Iowa
US$13억 -US$2485만 10 2.69% 축소
97
TCW Group
TCW Group
California
US$12.6억 +US$7932만 10 5.82% 증가
98
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$12.6억 +US$7283만 10 5.62% 증가
99
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$12.5억 +US$2.67억 13 0.66% 증가
100
BlackRock Japan
BlackRock Japan
Japan
US$12.4억 +US$424만 10 5.89% 증가