← 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
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
US$32.1억 -US$3.28억 7 7.03% 축소
77
APG Asset Management
APG Asset Management
Netherlands
US$32억 -US$1.99억 12 6.02% 축소
78
Principal Financial Group
Principal Financial Group
Iowa
US$30.9억 +US$1.08억 14 3.92% 증가
79
Lone Pine Capital
Lone Pine Capital
Connecticut
US$30.7억 +US$1.12억 4 16.01% 증가
80
VOYA Investment Management
VOYA Investment Management
Georgia
US$30.4억 +US$1.43억 15 7.26% 증가
81
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$29.9억 -US$7578만 11 16.35% 축소
82
Russell Investments Group
Russell Investments Group
United Kingdom
US$29.5억 +US$29.4억 18 5.75% 신규
83
Neuberger Berman Group
Neuberger Berman Group
New York
US$29억 -US$6369만 11 3.89% 축소
84
Putnam Investments
Putnam Investments
Massachusetts
US$28.8억 -US$1.24억 10 6.96% 축소
85
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$28.7억 -US$7908만 11 8.08% 축소
86
Nordea Investment Management
Nordea Investment Management
Sweden
US$28.6억 +US$2162만 12 7.57% 증가
87
Boston Partners
Boston Partners
Massachusetts
US$28.6억 +US$4121만 8 3.76% 증가
88
Asset Management One
Asset Management One
Japan
US$28.6억 +US$25.5억 11 7.3% 증가
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$28.4억 -US$4876만 10 7.4% 축소
90
Lazard Asset Management
Lazard Asset Management
New York
US$28.1억 -US$2171만 12 5.73% 축소
91
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$28억 -US$1.49억 4 4.2% 축소
92
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$27.5억 +US$9891만 9 9.67% 증가
93
Winslow Capital Management
Winslow Capital Management
Minnesota
US$26.8억 -US$2.43억 5 12.35% 축소
94
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$26.1억 -US$9625만 11 6.59% 축소
95
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$25.8억 -US$3.76억 9 13.92% 축소
96
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$25.5억 +US$7469만 17 6.46% 증가
97
ValueAct Holdings
ValueAct Holdings
California
US$24억 +US$10.9만 1 19.71% 증가
98
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$23.9억 +US$5.05억 4 9.64% 증가
99
Swedbank
Swedbank
Sweden
US$23.6억 +US$2.47억 6 18.63% 증가
100
Brown Advisory
Brown Advisory
Maryland
US$23.5억 -US$1.68억 12 8.38% 축소