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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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$33.4억 +US$2298만 16 6.89% 증가
77
Emerald Acquisition
Emerald Acquisition
Washington
US$31.5억 -US$1.83억 18 6.09% 축소
78
Lone Pine Capital
Lone Pine Capital
Connecticut
US$31.2억 -US$9535만 4 13.93% 축소
79
Winslow Capital Management
Winslow Capital Management
Minnesota
US$30.7억 -US$1.11억 5 12.78% 축소
80
Putnam Investments
Putnam Investments
Massachusetts
US$30.5억 +US$1.31억 12 7.35% 증가
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$30.5억 -US$1.04억 10 16.19% 축소
82
Principal Financial Group
Principal Financial Group
Iowa
US$30.2억 +US$3090만 13 3.98% 증가
83
Neuberger Berman Group
Neuberger Berman Group
New York
US$30억 -US$1998만 11 4.08% 축소
84
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$30억 -US$2151만 11 8.62% 축소
85
AQR Capital Management
AQR Capital Management
Connecticut
US$29.9억 +US$3.71억 14 4.58% 증가
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$29.4억 +US$2.41억 10 13.86% 증가
87
VOYA Investment Management
VOYA Investment Management
Georgia
US$29.1억 +US$4.16억 15 5.51% 증가
88
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$28.8억 -US$1.11억 10 7.65% 축소
89
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$28.8억 -US$1.37억 4 4.38% 축소
90
Nordea Investment Management
Nordea Investment Management
Sweden
US$28.5억 +US$1.53억 12 7.39% 증가
91
Lazard Asset Management
Lazard Asset Management
New York
US$28.4억 -US$5947만 12 5.64% 축소
92
Boston Partners
Boston Partners
Massachusetts
US$27.9억 -US$5550만 8 3.91% 축소
93
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$26.7억 -US$2.53억 11 6.63% 축소
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$26.4억 +US$4921만 8 9.48% 증가
95
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$25.8억 -US$2.28억 3 22.3% 축소
96
Brown Advisory
Brown Advisory
Maryland
US$25억 -US$2.18억 12 8.6% 축소
97
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$24.7억 +US$9395만 15 6.81% 증가
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$23.9억 +US$5135만 11 6.58% 증가
99
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$23.9억 +US$411만 14 8.72% 증가
100
BlackRock Japan
BlackRock Japan
Japan
US$23.4억 +US$6990만 13 8% 증가