← 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
Russell Frank Company
Russell Frank Company
Washington
US$30.4억 -US$5909만 16 5.35% 축소
77
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$30.2억 +US$4035만 11 9.29% 증가
78
Boston Partners
Boston Partners
Massachusetts
US$29.6억 +US$1.35억 7 4.36% 증가
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$29.6억 -US$9285만 15 3.15% 축소
80
Winslow Capital Management
Winslow Capital Management
Minnesota
US$29.1억 -US$4.53억 3 11.41% 축소
81
Teachers Advisors
Teachers Advisors
New York
US$29억 +US$8171만 15 5.3% 증가
82
Fred Alger Management
Fred Alger Management
New York
US$28.2억 -US$1.1억 9 14.3% 축소
83
APG Asset Management
APG Asset Management
Netherlands
US$27.9억 +US$4.27억 12 5.78% 증가
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$27.4억 -US$535만 11 7.25% 축소
85
Principal Financial Group
Principal Financial Group
Iowa
US$26.5억 +US$9042만 14 3.85% 증가
86
Neuberger Berman Group
Neuberger Berman Group
New York
US$26.4억 +US$6036만 11 3.62% 증가
87
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$26.3억 +US$4.55억 2 20.73% 증가
88
JSP
Jackson Square Partners
California
US$25.8억 -US$2926만 3 10.35% 축소
89
Putnam Investments
Putnam Investments
Massachusetts
US$25.2억 +US$5914만 10 5.99% 증가
90
Brown Advisory
Brown Advisory
Maryland
US$25.1억 +US$6067만 11 8.66% 증가
91
Nordea Investment Management
Nordea Investment Management
Sweden
US$23.8억 +US$1.48억 12 7.17% 증가
92
Artisan Partners
Artisan Partners
Wisconsin
US$23.5억 +US$522만 8 4.89% 증가
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$23.1억 +US$1026만 16 2.7% 증가
94
VOYA Investment Management
VOYA Investment Management
Georgia
US$23억 -US$5744만 14 5.71% 축소
95
AQR Capital Management
AQR Capital Management
Connecticut
US$22.9억 +US$2.08억 13 4.11% 증가
96
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$22.8억 -US$8148만 13 6.12% 축소
97
Lazard Asset Management
Lazard Asset Management
New York
US$22.5억 -US$808만 12 4.91% 축소
98
TD Asset Management
TD Asset Management
Ontario, Canada
US$21.7억 +US$160만 12 4.07% 증가
99
Carmignac Gestion
Carmignac Gestion
France
US$21.6억 +US$2.48억 4 21% 증가
100
HSBC Holdings
HSBC Holdings
United Kingdom
US$21.4억 -US$2.92억 14 6.03% 축소