← 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
HSBC Holdings
HSBC Holdings
United Kingdom
US$22.4억 -US$9.9억 12 5.63% 축소
77
Putnam Investments
Putnam Investments
Massachusetts
US$22.4억 -US$2.4억 10 5% 축소
78
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
US$22.2억 +US$1.38억 11 1.45% 증가
79
Teachers Advisors
Teachers Advisors
New York
US$22.1억 +US$8990만 11 4.41% 증가
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$21.9억 +US$1177만 11 5.71% 증가
81
Brown Advisory
Brown Advisory
Maryland
US$21.7억 +US$1852만 8 7.75% 증가
82
Nordea Investment Management
Nordea Investment Management
Sweden
US$21.5억 -US$8729만 11 7.91% 축소
83
Lazard Asset Management
Lazard Asset Management
New York
US$21.4억 +US$1.07억 8 5.11% 증가
84
Lone Pine Capital
Lone Pine Capital
Connecticut
US$21.1억 +US$9.23억 2 8.61% 증가
85
APG Asset Management
APG Asset Management
Netherlands
US$20.9억 -US$8012만 11 4.78% 축소
86
Artisan Partners
Artisan Partners
Wisconsin
US$20.7억 -US$1.68억 7 4.22% 축소
87
VOYA Investment Management
VOYA Investment Management
Georgia
US$20.2억 +US$2.07억 10 5.09% 증가
88
Fidelity International
Fidelity International
Bermuda
US$20.1억 +US$9265만 8 6.99% 증가
89
Principal Financial Group
Principal Financial Group
Iowa
US$20.1억 -US$4632만 11 3.15% 축소
90
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$20억 -US$1.2억 9 5.51% 축소
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$19.5억 +US$1179만 14 2.33% 증가
92
First Pacific Advisors
First Pacific Advisors
California
US$19.2억 +US$1.59억 3 16.52% 증가
93
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$19억 -US$4.62억 15 0.82% 축소
94
Fred Alger Management
Fred Alger Management
New York
US$19억 +US$5.01억 6 10.36% 증가
95
JSP
Jackson Square Partners
California
US$19억 +US$4436만 2 8.66% 증가
96
MTB
Mizuho Trust & Banking
Japan
US$18.7억 +US$5420만 10 6.48% 증가
97
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$18.4억 +US$4.28억 15 2.71% 증가
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$18.3억 +US$5070만 8 5.09% 증가
99
Credit Suisse
Credit Suisse
Switzerland
US$18.3억 -US$12.2억 12 2.19% 축소
100
Boston Partners
Boston Partners
Massachusetts
US$17.8억 +US$9224만 6 2.71% 증가