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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$29.1억 -US$1.14억 3 4.43% 축소
77
Fred Alger Management
Fred Alger Management
New York
US$29억 +US$9557만 10 15.32% 증가
78
ValueAct Holdings
ValueAct Holdings
California
US$29억 +US$4.72만 1 26.3% 증가
79
Lone Pine Capital
Lone Pine Capital
Connecticut
US$27.9억 -US$9.49억 4 12.87% 축소
80
Winslow Capital Management
Winslow Capital Management
Minnesota
US$27.6억 -US$2.28억 4 11.25% 축소
81
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$27.2억 +US$4.9억 12 6.99% 증가
82
Neuberger Berman Group
Neuberger Berman Group
New York
US$27.2억 +US$1.73억 10 3.74% 증가
83
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$26.9억 -US$2.93억 11 7.83% 축소
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$26.8억 -US$2414만 10 7.05% 축소
85
Principal Financial Group
Principal Financial Group
Iowa
US$26.4억 +US$2766만 12 3.68% 증가
86
Boston Partners
Boston Partners
Massachusetts
US$25.5억 -US$3.1억 8 3.68% 축소
87
Putnam Investments
Putnam Investments
Massachusetts
US$25.5억 +US$6013만 9 6.21% 증가
88
Lazard Asset Management
Lazard Asset Management
New York
US$25.4억 +US$4.12억 12 5.37% 증가
89
Artisan Partners
Artisan Partners
Wisconsin
US$25.1억 +US$2.45억 7 5.32% 증가
90
Nordea Investment Management
Nordea Investment Management
Sweden
US$24.9억 +US$1.88억 12 6.96% 증가
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$24.8억 -US$9.9억 11 10.18% 축소
92
Brown Advisory
Brown Advisory
Maryland
US$24.5억 -US$1.14억 11 8.61% 축소
93
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$24.4억 -US$3.63억 3 22.76% 축소
94
JSP
Jackson Square Partners
California
US$23.6억 -US$5876만 3 9.9% 축소
95
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$22.9억 +US$3.43억 8 8.3% 증가
96
AQR Capital Management
AQR Capital Management
Connecticut
US$22.8억 +US$3278만 13 4.03% 증가
97
HSBC Holdings
HSBC Holdings
United Kingdom
US$22.6억 +US$1.37억 14 6.21% 증가
98
VOYA Investment Management
VOYA Investment Management
Georgia
US$21.9억 -US$1.09억 14 5.39% 축소
99
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$21.3억 -US$8702만 18 2.5% 축소
100
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$21.3억 +US$6841만 14 6.3% 증가