← 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
Davis Selected Advisers
Davis Selected Advisers
Arizona
US$37.9억 -US$1.14억 7 16.14% 축소
77
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$37.3억 +US$4079만 5 5% 증가
78
Artisan Partners
Artisan Partners
Wisconsin
US$37.2억 -US$5.57억 7 6.87% 축소
79
Nordea Investment Management
Nordea Investment Management
Sweden
US$35.9억 +US$1.81억 12 8.62% 증가
80
Neuberger Berman Group
Neuberger Berman Group
New York
US$34.5억 -US$3661만 15 4.32% 축소
81
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$33.9억 -US$620만 12 8.75% 축소
82
Asset Management One
Asset Management One
Japan
US$33.2억 +US$4.49억 12 7.8% 증가
83
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$33.2억 +US$4.08억 8 14.58% 증가
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$32.2억 -US$4235만 12 8.04% 축소
85
Aberdeen Group
Aberdeen Group
United Kingdom
US$31.9억 +US$31.4억 13 5.82% 신규
86
VOYA Investment Management
VOYA Investment Management
Georgia
US$31.9억 -US$8674만 18 6.86% 축소
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$31.8억 -US$3억 17 7.03% 축소
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$31.7억 +US$2389만 17 6.9% 증가
89
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
US$31.7억 -US$7484만 9 10.09% 축소
90
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$31.3억 -US$9268만 11 16.66% 축소
91
Tiger Global Management
Tiger Global Management
New York
US$30.6억 +US$2.54억 4 20.75% 증가
92
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$30.5억 -US$6804만 6 4.6% 축소
93
Swedbank
Swedbank
Sweden
US$30.3억 -US$1751만 6 18.54% 축소
94
Winslow Capital Management
Winslow Capital Management
Minnesota
US$29.5억 -US$1.99억 5 15.91% 축소
95
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$28.8억 -US$1.18억 12 6.65% 축소
96
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$28.5억 +US$4626만 12 6.93% 증가
97
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$27.6억 -US$1.39억 4 10.86% 축소
98
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$27.4억 -US$4.65억 11 7.32% 축소
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$27.1억 -US$457만 17 7.38% 축소
100
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$26.5억 -US$3.08억 10 15.49% 축소