← 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
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$32.2억 -US$8809만 9 17.45% 축소
77
Neuberger Berman Group
Neuberger Berman Group
New York
US$31.9억 -US$1846만 13 4.11% 축소
78
Putnam Investments
Putnam Investments
Massachusetts
US$31.8억 +US$1334만 12 7.47% 증가
79
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$31.1억 -US$5336만 11 8.34% 축소
80
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$30.3억 -US$7052만 10 7.72% 축소
81
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$30.3억 +US$2210만 8 10.2% 증가
82
VOYA Investment Management
VOYA Investment Management
Georgia
US$30.1억 -US$3.34억 15 6.89% 축소
83
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$29.7억 -US$1.38억 5 4.47% 축소
84
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$29.6억 +US$4.58억 14 7.71% 증가
85
Winslow Capital Management
Winslow Capital Management
Minnesota
US$28.8억 -US$1.22억 5 13.73% 축소
86
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$28.8억 +US$2.91억 4 11.26% 증가
87
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$28.8억 +US$1655만 11 7.15% 증가
88
Lazard Asset Management
Lazard Asset Management
New York
US$28.7억 -US$1.61억 12 5.41% 축소
89
Nordea Investment Management
Nordea Investment Management
Sweden
US$28.3억 -US$3.12억 12 7.49% 축소
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$28억 +US$3432만 17 6.55% 증가
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$27.1억 -US$1.17억 7 15.29% 축소
92
Swedbank
Swedbank
Sweden
US$26.1억 +US$727만 6 18.48% 증가
93
Asset Management One
Asset Management One
Japan
US$25.3억 -US$5.89억 11 6.65% 축소
94
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$24.7억 -US$1209만 14 7.13% 축소
95
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$24.6억 -US$1867만 15 2.73% 축소
96
Brown Advisory
Brown Advisory
Maryland
US$24.4억 -US$7754만 13 8.32% 축소
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$24.2억 -US$2961만 11 6.1% 축소
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$23.9억 +US$7.49억 19 6.32% 증가
99
TD Asset Management
TD Asset Management
Ontario, Canada
US$23.5억 -US$4153만 13 3.75% 축소
100
Lansdowne Partners (UK)
Lansdowne Partners (UK)
United Kingdom
US$23.4억 -US$5552만 3 20.35% 축소