← 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
Lazard Asset Management
Lazard Asset Management
New York
US$40.7억 -US$5581만 14 6.97% 축소
77
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$38.7억 +US$2.23억 9 15.92% 증가
78
Nordea Investment Management
Nordea Investment Management
Sweden
US$38.5억 +US$3585만 12 9.09% 증가
79
Asset Management One
Asset Management One
Japan
US$38.1억 +US$1.13억 12 8.41% 증가
80
Eaton Vance Management
Eaton Vance Management
Massachusetts
US$37.4억 -US$7191만 13 9.05% 축소
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$37.3억 +US$1.6억 17 7.67% 증가
82
Neuberger Berman Group
Neuberger Berman Group
New York
US$37.2억 -US$3259만 16 4.27% 축소
83
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$36.4억 +US$7662만 17 7.39% 증가
84
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$36억 -US$1706만 11 8.52% 축소
85
Artisan Partners
Artisan Partners
Wisconsin
US$35.7억 -US$3.48억 7 6.77% 축소
86
Swedbank
Swedbank
Sweden
US$35.6억 +US$1.96억 7 19.33% 증가
87
APG Asset Management
APG Asset Management
Netherlands
US$35.5억 -US$4.08억 13 6.49% 축소
88
Lone Pine Capital
Lone Pine Capital
Connecticut
US$34.4억 +US$8.7억 4 17.96% 증가
89
Aberdeen Group
Aberdeen Group
United Kingdom
US$34.3억 -US$3840만 14 6.57% 축소
90
VOYA Investment Management
VOYA Investment Management
Georgia
US$33.8억 -US$2.36억 18 7.02% 축소
91
Winslow Capital Management
Winslow Capital Management
Minnesota
US$31.7억 -US$1.49억 5 17.45% 축소
92
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$31.3억 +US$7813만 12 7.22% 증가
93
TCI Fund Management
TCI Fund Management
United Kingdom
US$31억 +US$25.2억 3 19.24% 증가
94
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$30.9억 -US$1.08억 6 4.62% 축소
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$30.9억 -US$1.19억 12 6.99% 축소
96
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$29.6억 -US$8177만 17 7.85% 축소
97
Tiger Global Management
Tiger Global Management
New York
US$29.5억 -US$5.19억 7 23.31% 축소
98
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$28.9억 +US$5363만 4 10.91% 증가
99
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$28.3억 -US$4.56억 13 15.53% 축소
100
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$28.2억 -US$2242만 21 2.73% 축소