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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
APG Asset Management
APG Asset Management
Netherlands
US$37.4억 -US$4441만 13 6.8% 축소
77
Lazard Asset Management
Lazard Asset Management
New York
US$33.6억 +US$2.19억 12 6.32% 증가
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$33.6억 -US$2.33억 17 7.17% 축소
79
Neuberger Berman Group
Neuberger Berman Group
New York
US$33.2억 -US$1.76억 15 4.27% 축소
80
Nordea Investment Management
Nordea Investment Management
Sweden
US$32.9억 +US$1.9억 12 8.28% 증가
81
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$32.8억 -US$6782만 12 8.62% 축소
82
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$31.5억 -US$4963만 12 8.05% 축소
83
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$31.4억 -US$3.8억 10 17.04% 축소
84
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$31억 -US$1.08억 5 4.7% 축소
85
VOYA Investment Management
VOYA Investment Management
Georgia
US$31억 -US$9597만 18 6.93% 축소
86
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$30.9억 +US$13.1억 12 9.35% 증가
87
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$30.9억 -US$1.79억 8 10.12% 축소
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$30.4억 +US$6393만 17 6.95% 증가
89
Winslow Capital Management
Winslow Capital Management
Minnesota
US$29.6억 -US$2.29억 5 15.79% 축소
90
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$29.3억 -US$6009만 12 7.13% 축소
91
Swedbank
Swedbank
Sweden
US$28.8억 +US$681만 6 19.32% 증가
92
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$28.4억 +US$2.11억 20 8.58% 증가
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$28.1억 -US$1.51억 9 15.51% 축소
94
Viking Global Investors
Viking Global Investors
Connecticut
US$27.4억 -US$25.4억 4 18.45% 축소
95
Asset Management One
Asset Management One
Japan
US$27.4억 +US$3245만 12 6.99% 증가
96
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$27억 -US$2.21억 4 10.85% 축소
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$27억 +US$1.19억 11 6.6% 증가
98
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$26.2억 +US$1531만 17 7.38% 증가
99
Tiger Global Management
Tiger Global Management
New York
US$26.2억 +US$2.91억 6 22.64% 증가
100
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$26억 +US$1.18억 8 12.38% 증가